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JPL Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

JPL Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$385K Hold
3,965
– – 0.09% 98
2025
Q4 		$381K Hold
3,965
– – 0.09% 98
2025
Q3 		$370K Hold
3,965
– – 0.09% 104
2025
Q2 		$354K Hold
3,965
– – 0.1% 98
2025
Q1 		$324K Sell
3,965
-51
-1% -$4.11K 0.09% 99
2024
Q4 		$304K Buy
+4,016
New +$318K 0.09% 105
2024
Q2 		$280K Hold
3,571
– – 0.14% 90
2024
Q1 		$285K Buy
3,571
+326
+10% +$24.9K 0.16% 95
2023
Q4 		$245K Buy
+3,245
New +$229K 0.18% 96

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JPL Wealth Management's EFA Position: Q1 2026 in Review

JPL Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 3,965 shares worth $385K. The position accounts for 0.09% of the portfolio, ranked #98.

JPL Wealth Management first reported a position in EFA in Q4 2023 and has held it in 9 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • JPL Wealth Management held 3,965 shares of iShares MSCI EAFE ETF worth $385K as of Q1 2026.
  • JPL Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.09% of JPL Wealth Management's portfolio in Q1 2026, its #98 holding.
  • JPL Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 9 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.