JF
IEFA icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JSF Financial's IEFA Position: Q1 2026 in Review

JSF Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 186% in Q1 2026, buying an estimated $8.36M and bringing the position to 137,649 shares worth $12.5M. The position accounts for 2.44% of the portfolio, ranked #11.

JSF Financial first reported a position in IEFA in Q1 2022 and has held it in 17 quarters since. The position peaked at $28.8M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • JSF Financial held 137,649 shares of iShares Core MSCI EAFE ETF worth $12.5M as of Q1 2026.
  • JSF Financial bought 89,594 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $8.36M.
  • iShares Core MSCI EAFE ETF made up 2.44% of JSF Financial's portfolio in Q1 2026, its #11 holding.
  • JSF Financial first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 17 quarters since.
  • JSF Financial's iShares Core MSCI EAFE ETF position peaked at $28.8M in Q2 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.