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 Q3	$8.53K	Hold	88	–	–	0.01%	210
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

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MJT & Associates Financial Advisory's IEFA Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 88 shares worth $8.53K. The position accounts for 0.01% of the portfolio, ranked #210.

MJT & Associates Financial Advisory first reported a position in IEFA in Q1 2025 and has held it in 7 quarters since. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

MJT & Associates Financial Advisory held 88 shares of iShares Core MSCI EAFE ETF worth $8.53K as of Q3 2026.
MJT & Associates Financial Advisory left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
iShares Core MSCI EAFE ETF made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #210 holding.
MJT & Associates Financial Advisory first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 7 quarters since.
155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.