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Jordan Park Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Jordan Park Group’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$66.3M Buy
686,229
+31,306
+5% +$3.01M 3.36% 7
2026
Q1 		$59.3M Buy
654,923
+23,605
+4% +$2.2M 3.16% 7
2025
Q4 		$56.5M Buy
631,318
+18,072
+3% +$1.6M 3.27% 5
2025
Q3 		$53.5M Buy
613,246
+94,340
+18% +$8.02M 3.05% 6
2025
Q2 		$43.3M Buy
518,906
+7,536
+1% +$598K 2.81% 6
2025
Q1 		$38.7M Buy
511,370
+12,410
+2% +$928K 2.81% 6
2024
Q4 		$35.1M Buy
498,960
+19,441
+4% +$1.43M 2.59% 9
2024
Q3 		$37.4M Buy
479,519
+2,186
+0.5% +$164K 2.55% 10
2024
Q2 		$34.7M Buy
477,333
+8,110
+2% +$597K 2.65% 11
2024
Q1 		$34.8M Buy
469,223
+23,615
+5% +$1.68M 2.21% 12
2023
Q4 		$31.3M Buy
445,608
+84,969
+24% +$5.6M 2.16% 13
2023
Q3 		$23.2M Sell
360,639
-34,615
-9% -$2.32M 1.67% 13
2023
Q2 		$26.7M Buy
395,254
+27,539
+7% +$1.87M 1.75% 15
2023
Q1 		$24.6M Buy
367,715
+190,342
+107% +$12.5M 1.61% 16
2022
Q4 		$10.9M Sell
177,373
-33,005
-16% -$1.94M 0.85% 15
2022
Q3 		$11.1M Sell
210,378
-16,777
-7% -$986K 0.86% 15
2022
Q2 		$13.4M Buy
227,155
+20,939
+10% +$1.34M 1.3% 13
2022
Q1 		$14.3M Buy
206,216
+7,626
+4% +$539K 1.27% 10
2021
Q4 		$14.8M Buy
198,590
+90,496
+84% +$6.8M 1.06% 11
2021
Q3 		$8.03M Buy
108,094
+28,524
+36% +$2.17M 0.37% 21
2021
Q2 		$5.96M Buy
+79,570
New +$6.01M 0.32% 20
2019
Q4 		– Sell
-4,710
Closed -$288K – 46
2019
Q3 		$288K Hold
4,710
– – 0.02% 31
2019
Q2 		$289K Buy
+4,710
New +$289K 0.03% 34
2019
Q1 		– Sell
-4,710
Closed -$259K – 24
2018
Q4 		$259K Sell
4,710
-18,679
-80% -$1.1M 0.04% 24
2018
Q3 		$1.5M Buy
23,389
+7,869
+51% +$502K 0.25% 14
2018
Q2 		$983K Buy
+15,520
New +$1.03M 0.15% 16

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jordan Park Group's IEFA Position: Q2 2026 in Review

Jordan Park Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.8% in Q2 2026, buying an estimated $3.01M and bringing the position to 686,229 shares worth $66.3M. The position accounts for 3.36% of the portfolio, ranked #7.

Jordan Park Group first reported a position in IEFA in Q2 2018 and has held it in 26 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Jordan Park Group held 686,229 shares of iShares Core MSCI EAFE ETF worth $66.3M as of Q2 2026.
  • Jordan Park Group bought 31,306 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.01M.
  • iShares Core MSCI EAFE ETF made up 3.36% of Jordan Park Group's portfolio in Q2 2026, its #7 holding.
  • Jordan Park Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 26 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Jordan Park Group's 13F filing for Q2 2026, filed 11 Aug 2026.