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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
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
New +$8.22M 0.37% 21
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jordan Park Group's IEFA Position: Q1 2026 in Review

Jordan Park Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.7% in Q1 2026, buying an estimated $2.2M and bringing the position to 654,923 shares worth $59.3M. The position accounts for 3.16% of the portfolio, ranked #7.

Jordan Park Group first reported a position in IEFA in Q2 2018 and has held it in 24 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Jordan Park Group held 654,923 shares of iShares Core MSCI EAFE ETF worth $59.3M as of Q1 2026.
  • Jordan Park Group bought 23,605 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $2.2M.
  • iShares Core MSCI EAFE ETF made up 3.16% of Jordan Park Group's portfolio in Q1 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 24 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Jordan Park Group's 13F filing for Q1 2026, filed 11 May 2026.