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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
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 $1.37T 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

Ross\Johnson & Associates's IEFA Position: Q1 2026 in Review

Ross\Johnson & Associates held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 73 shares worth $6.6K. The position accounts for 0.12% of the portfolio, ranked #42.

Ross\Johnson & Associates first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Ross\Johnson & Associates held 73 shares of iShares Core MSCI EAFE ETF worth $6.6K as of Q1 2026.
  • Ross\Johnson & Associates left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.12% of Ross\Johnson & Associates's portfolio in Q1 2026, its #42 holding.
  • Ross\Johnson & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.