Journey Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Journey Advisory 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	$261K	Buy	+2,698	New	+$259K	0.02%	250
2023 Q1	–	Sell	-4,449	Closed	-$274K	–	239
2022 Q4	$274K	Sell	4,449 -87	-2%	-$5.12K	0.07%	187
2022 Q3	$239K	Buy	4,536 +55	+1%	+$3.23K	0.06%	211
2022 Q2	$278K	Buy	4,481 +991	+28%	+$63.6K	0.06%	206
2022 Q1	$243K	Sell	3,490 -141	-4%	-$9.97K	0.06%	201
2021 Q4	$271K	Sell	3,631 -53	-1%	-$3.98K	0.07%	182
2021 Q3	$274K	Hold	3,684	–	–	0.09%	171
2021 Q2	$276K	Hold	3,684	–	–	0.09%	171
2021 Q1	$265K	Sell	3,684 -23	-0.6%	-$1.64K	0.09%	166
2020 Q4	$256K	Buy	+3,707	New	+$240K	0.1%	156

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Journey Advisory Group's IEFA Position: Q2 2026 in Review

Journey Advisory Group opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 2,698 shares worth $261K. The stake represents 0.02% of the portfolio and ranks #250 among its holdings. This is a return to the name: Journey Advisory Group previously reported a position in IEFA as recently as Q4 2022.

Journey Advisory Group first reported a position in IEFA in Q4 2020 and has held it in 10 quarters since. The position peaked at $278K in Q2 2022. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Journey Advisory Group held 2,698 shares of iShares Core MSCI EAFE ETF worth $261K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new Journey Advisory Group position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.02% of Journey Advisory Group's portfolio in Q2 2026, its #250 holding.
Journey Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 10 quarters since.
Journey Advisory Group's iShares Core MSCI EAFE ETF position peaked at $278K in Q2 2022.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.