MJT & Associates Financial Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MJT & Associates Financial Advisory’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	$8.5K	Hold	88	–	–	0.01%	222
2026 Q1	$7.97K	Hold	88	–	–	0.01%	205
2025 Q4	$7.87K	Hold	88	–	–	0.01%	223
2025 Q3	$7.68K	Hold	88	–	–	0.01%	228
2025 Q2	$7.35K	Hold	88	–	–	0.01%	254
2025 Q1	$6.66K	Buy	+88	New	+$6.58K	0.01%	264

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

MJT & Associates Financial Advisory's IEFA Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 88 shares worth $8.5K. The position accounts for 0.01% of the portfolio, ranked #222.

MJT & Associates Financial Advisory first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

MJT & Associates Financial Advisory held 88 shares of iShares Core MSCI EAFE ETF worth $8.5K as of Q2 2026.
MJT & Associates Financial Advisory left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #222 holding.
MJT & Associates Financial Advisory first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.