MJP Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MJP Associates’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	$566K	Buy	5,865 +987	+20%	+$94.8K	0.06%	108
2026 Q1	$442K	Sell	4,878 -1,183	-20%	-$110K	0.05%	122
2025 Q4	$542K	Buy	6,061 +1,261	+26%	+$112K	0.07%	122
2025 Q3	$419K	Hold	4,800	–	–	0.06%	152
2025 Q2	$401K	Buy	4,800 +7	+0.1%	+$556	0.06%	148
2025 Q1	$363K	Sell	4,793 -262	-5%	-$19.6K	0.07%	148
2024 Q4	$355K	Buy	5,055 +7	+0.1%	+$516	0.06%	150
2024 Q3	$394K	Hold	5,048	–	–	0.07%	137
2024 Q2	$367K	Buy	5,048 +269	+6%	+$19.8K	0.08%	150
2024 Q1	$355K	Hold	4,779	–	–	0.08%	150
2023 Q4	$336K	Buy	4,779 +6	+0.1%	+$395	0.09%	119
2023 Q3	$307K	Hold	4,773	–	–	0.09%	95
2023 Q2	$322K	Buy	4,773 +7	+0.1%	+$475	0.11%	92
2023 Q1	$319K	Hold	4,766	–	–	0.1%	90
2022 Q4	$294K	Buy	4,766 +26	+0.5%	+$1.53K	0.09%	98
2022 Q3	$250K	Hold	4,740	–	–	0.07%	102
2022 Q2	$279K	Buy	4,740 +105	+2%	+$6.74K	0.08%	100
2022 Q1	$322K	Buy	+4,635	New	+$328K	0.08%	103

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

MJP Associates's IEFA Position: Q2 2026 in Review

MJP Associates increased its iShares Core MSCI EAFE ETF (IEFA) stake by 20% in Q2 2026, buying an estimated $94.8K and bringing the position to 5,865 shares worth $566K. The position accounts for 0.06% of the portfolio, ranked #108.

MJP Associates first reported a position in IEFA in Q1 2022 and has held it in 18 quarters since. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

MJP Associates held 5,865 shares of iShares Core MSCI EAFE ETF worth $566K as of Q2 2026.
MJP Associates bought 987 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $94.8K.
iShares Core MSCI EAFE ETF made up 0.06% of MJP Associates's portfolio in Q2 2026, its #108 holding.
MJP Associates first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.