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

Kiley Juergens 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	$869K	Buy	+8,945	New	+$895K	0.15%	101
2018 Q4	–	Sell	-3,535	Closed	-$240K	–	209
2018 Q3	$240K	Hold	3,535	–	–	0.18%	85
2018 Q2	$236K	Hold	3,535	–	–	0.21%	73
2018 Q1	$246K	Hold	3,535	–	–	0.27%	70
2017 Q4	$248K	Buy	+3,535	New	+$246K	0.22%	69

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kiley Juergens Wealth Management's EFA Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2026: 8,945 shares worth $869K. The stake represents 0.15% of the portfolio and ranks #101 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in EFA as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in EFA in Q4 2017 and has held it in 5 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Kiley Juergens Wealth Management held 8,945 shares of iShares MSCI EAFE ETF worth $869K as of Q1 2026.
iShares MSCI EAFE ETF was a new Kiley Juergens Wealth Management position in Q1 2026.
iShares MSCI EAFE ETF made up 0.15% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #101 holding.
Kiley Juergens Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 5 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.