Journey Strategic Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Journey Strategic Wealth’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	$1.61M	Sell	17,831 -80	-0.4%	-$7.47K	0.04%	129
2025 Q4	$1.6M	Sell	17,911 -3,470	-16%	-$307K	0.04%	121
2025 Q3	$1.87M	Sell	21,381 -41,896	-66%	-$3.56M	0.05%	99
2025 Q2	$5.28M	Buy	63,277 +9,916	+19%	+$787K	0.17%	45
2025 Q1	$4.04M	Sell	53,361 -1,255	-2%	-$93.8K	0.14%	50
2024 Q4	$3.84M	Sell	54,616 -69	-0.1%	-$5.09K	0.14%	45
2024 Q3	$4.27M	Buy	54,685 +37,747	+223%	+$2.83M	0.16%	37
2024 Q2	$1.23M	Buy	16,938 +5,860	+53%	+$431K	0.05%	75
2024 Q1	$822K	Sell	11,078 -2,237	-17%	-$159K	0.04%	89
2023 Q4	$937K	Sell	13,315 -1,986	-13%	-$131K	0.04%	67
2023 Q3	$985K	Sell	15,301 -1,121	-7%	-$75.1K	0.05%	59
2023 Q2	$1.11M	Sell	16,422 -3,692	-18%	-$250K	0.05%	52
2023 Q1	$1.34M	Sell	20,114 -402	-2%	-$26.4K	0.14%	45
2022 Q4	$1.26M	Buy	+20,516	New	+$1.21M	0.15%	48

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Journey Strategic Wealth's IEFA Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.45% in Q1 2026, selling an estimated $7.47K and leaving 17,831 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #129.

Journey Strategic Wealth first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.28M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Journey Strategic Wealth held 17,831 shares of iShares Core MSCI EAFE ETF worth $1.61M as of Q1 2026.
Journey Strategic Wealth sold 80 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $7.47K.
iShares Core MSCI EAFE ETF made up 0.04% of Journey Strategic Wealth's portfolio in Q1 2026, its #129 holding.
Journey Strategic Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
Journey Strategic Wealth's iShares Core MSCI EAFE ETF position peaked at $5.28M in Q2 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.