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

JPL Wealth Management’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	$4.14M	Buy	42,856 +754	+2%	+$72.4K	0.82%	44
2026 Q1	$3.81M	Sell	42,102 -1,332	-3%	-$124K	0.88%	43
2025 Q4	$3.89M	Sell	43,434 -12,867	-23%	-$1.14M	0.95%	42
2025 Q3	$4.92M	Sell	56,301 -664	-1%	-$56.4K	1.17%	25
2025 Q2	$4.76M	Buy	56,965 +653	+1%	+$51.8K	1.28%	24
2025 Q1	$4.26M	Buy	56,312 +4,170	+8%	+$312K	1.22%	29
2024 Q4	$3.66M	Buy	+52,142	New	+$3.85M	1.05%	34
2024 Q2	$1.66M	Buy	22,878 +9,591	+72%	+$706K	0.81%	60
2024 Q1	$986K	Buy	13,287 +1,615	+14%	+$115K	0.54%	68
2023 Q4	$821K	Buy	+11,672	New	+$769K	0.59%	74

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 22.96% 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

JPL Wealth Management's IEFA Position: Q2 2026 in Review

JPL Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.8% in Q2 2026, buying an estimated $72.4K and bringing the position to 42,856 shares worth $4.14M. The position accounts for 0.82% of the portfolio, ranked #44.

JPL Wealth Management first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.92M in Q3 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

JPL Wealth Management held 42,856 shares of iShares Core MSCI EAFE ETF worth $4.14M as of Q2 2026.
JPL Wealth Management bought 754 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $72.4K.
iShares Core MSCI EAFE ETF made up 0.82% of JPL Wealth Management's portfolio in Q2 2026, its #44 holding.
JPL Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's iShares Core MSCI EAFE ETF position peaked at $4.92M in Q3 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.