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Ross\Johnson & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ross\Johnson & 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 		– Sell
-73
Closed -$6.6K – 373
2026
Q1 		$6.6K Hold
73
– – 0.12% 42
2025
Q4 		$6.52K Buy
73
+1
+1% +$88 0.12% 43
2025
Q3 		$6.25K Hold
72
– – 0.12% 41
2025
Q2 		$5.97K Buy
72
+2
+3% +$159 0.12% 38
2025
Q1 		$5.32K Hold
70
– – 0.09% 84
2024
Q4 		$4.94K Buy
+70
New +$5.16K 0.11% 47

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ross\Johnson & Associates's IEFA Position: Q2 2026 in Review

Ross\Johnson & Associates sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 73 shares — an estimated $6.6K sold.

Ross\Johnson & Associates first reported a position in IEFA in Q4 2024 and held it in 6 quarters. The position peaked at $6.6K in Q1 2026. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Ross\Johnson & Associates reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Ross\Johnson & Associates sold 73 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $6.6K.
  • Ross\Johnson & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and held it in 6 quarters.
  • Ross\Johnson & Associates's iShares Core MSCI EAFE ETF position peaked at $6.6K in Q1 2026.
  • 2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.