JRM Investment Counsel’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

JRM Investment Counsel’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	$1.21M	Buy	12,481 +20	+0.2%	+$1.92K	0.29%	17
2026 Q1	$1.13M	Sell	12,461 -4,183	-25%	-$390K	0.3%	17
2025 Q4	$1.49M	Buy	16,644 +182	+1%	+$16.1K	0.43%	16
2025 Q3	$1.44M	Sell	16,462 -350	-2%	-$29.7K	0.43%	17
2025 Q2	$1.4M	Sell	16,812 -14,763	-47%	-$1.17M	0.45%	15
2025 Q1	$2.39M	Buy	31,575 +8,817	+39%	+$659K	0.81%	16
2024 Q4	$1.6M	Buy	22,758 +23	+0.1%	+$1.7K	0.57%	15
2024 Q3	$1.77M	Sell	22,735 -4,235	-16%	-$317K	0.61%	15
2024 Q2	$1.96M	Buy	26,970 +1,054	+4%	+$77.6K	0.66%	15
2024 Q1	$1.92M	Buy	25,916 +1,495	+6%	+$106K	0.64%	15
2023 Q4	$1.72M	Buy	+24,421	New	+$1.61M	0.63%	15

Other funds holding IEFA

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JRM Investment Counsel's IEFA Position: Q2 2026 in Review

JRM Investment Counsel increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.16% in Q2 2026, buying an estimated $1.92K and bringing the position to 12,481 shares worth $1.21M. The position accounts for 0.29% of the portfolio, ranked #17.

JRM Investment Counsel first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.39M in Q1 2025. 2,375 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

JRM Investment Counsel held 12,481 shares of iShares Core MSCI EAFE ETF worth $1.21M as of Q2 2026.
JRM Investment Counsel bought 20 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.92K.
iShares Core MSCI EAFE ETF made up 0.29% of JRM Investment Counsel's portfolio in Q2 2026, its #17 holding.
JRM Investment Counsel first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
JRM Investment Counsel's iShares Core MSCI EAFE ETF position peaked at $2.39M in Q1 2025.
2,375 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on JRM Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.