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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
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
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

MJP Associates's IEFA Position: Q1 2026 in Review

MJP Associates reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 20% in Q1 2026, selling an estimated $110K and leaving 4,878 shares worth $442K. The position accounts for 0.05% of the portfolio, ranked #122.

MJP Associates first reported a position in IEFA in Q1 2022 and has held it in 17 quarters since. The position peaked at $542K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • MJP Associates held 4,878 shares of iShares Core MSCI EAFE ETF worth $442K as of Q1 2026.
  • MJP Associates sold 1,183 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $110K.
  • iShares Core MSCI EAFE ETF made up 0.05% of MJP Associates's portfolio in Q1 2026, its #122 holding.
  • MJP Associates first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 17 quarters since.
  • MJP Associates's iShares Core MSCI EAFE ETF position peaked at $542K in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.