JSF Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

JSF Financial’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	$3.32M	Sell	34,413 -103,236	-75%	-$9.92M	0.53%	27
2026 Q1	$12.5M	Buy	137,649 +89,594	+186%	+$8.36M	2.44%	11
2025 Q4	$4.3M	Sell	48,055 -765	-2%	-$67.6K	0.89%	19
2025 Q3	$4.26M	Sell	48,820 -296,235	-86%	-$25.2M	0.95%	20
2025 Q2	$28.8M	Buy	345,055 +51,202	+17%	+$4.06M	6.85%	3
2025 Q1	$22.2M	Buy	293,853 +25,730	+10%	+$1.92M	5.86%	4
2024 Q4	$18.8M	Buy	268,123 +6,507	+2%	+$480K	5.04%	5
2024 Q3	$20.4M	Sell	261,616 -3,071	-1%	-$230K	5.96%	3
2024 Q2	$19.2M	Sell	264,687 -4,200	-2%	-$309K	5.89%	3
2024 Q1	$20M	Sell	268,887 -77,569	-22%	-$5.52M	6.25%	3
2023 Q4	$24.4M	Buy	346,456 +7,064	+2%	+$466K	8.45%	2
2023 Q3	$21.8M	Buy	339,392 +3,440	+1%	+$230K	8.46%	2
2023 Q2	$22.7M	Buy	335,952 +2,095	+0.6%	+$142K	8.02%	2
2023 Q1	$22.3M	Buy	333,857 +56,505	+20%	+$3.7M	8.34%	2
2022 Q4	$17.1M	Buy	277,352 +18,369	+7%	+$1.08M	6.39%	2
2022 Q3	$13.6M	Buy	258,983 +32,350	+14%	+$1.9M	5.18%	4
2022 Q2	$13.3M	Buy	226,633 +223,268	+6,635%	+$14.3M	6.04%	2
2022 Q1	$234K	Buy	+3,365	New	+$238K	0.1%	100

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

JSF Financial's IEFA Position: Q2 2026 in Review

JSF Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 75% in Q2 2026, selling an estimated $9.92M and leaving 34,413 shares worth $3.32M. The position accounts for 0.53% of the portfolio, ranked #27.

JSF Financial first reported a position in IEFA in Q1 2022 and has held it in 18 quarters since. The position peaked at $28.8M in Q2 2025. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

JSF Financial held 34,413 shares of iShares Core MSCI EAFE ETF worth $3.32M as of Q2 2026.
JSF Financial sold 103,236 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $9.92M.
iShares Core MSCI EAFE ETF made up 0.53% of JSF Financial's portfolio in Q2 2026, its #27 holding.
JSF Financial first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
JSF Financial's iShares Core MSCI EAFE ETF position peaked at $28.8M in Q2 2025.
2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.