SHJ
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Sharkey, Howes & Javer’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sharkey, Howes & Javer’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 		$272K Buy
2,817
+7
+0.2% +$672 0.03% 145
2026
Q1 		$254K Sell
2,810
-2,374
-46% -$222K 0.03% 139
2025
Q4 		$464K Sell
5,184
-768
-13% -$67.9K 0.06% 119
2025
Q3 		$520K Buy
5,952
+583
+11% +$49.5K 0.07% 111
2025
Q2 		$448K Sell
5,369
-576
-10% -$45.7K 0.06% 117
2025
Q1 		$450K Buy
+5,945
New +$445K 0.06% 110
2024
Q4 		– Sell
-2,699
Closed -$211K – 147
2024
Q3 		$211K Buy
+2,699
New +$202K 0.03% 140
2024
Q2 		– Sell
-2,699
Closed -$200K – 120
2024
Q1 		$200K Buy
+2,699
New +$192K 0.03% 121
2021
Q2 		– Sell
-3,002
Closed -$216K – 80
2021
Q1 		$216K Sell
3,002
-47,397
-94% -$3.39M 0.07% 74
2020
Q4 		$3.48M Sell
50,399
-33,131
-40% -$2.14M 1.16% 19
2020
Q3 		$5.04M Buy
83,530
+12,881
+18% +$777K 1.91% 19
2020
Q2 		$4.04M Sell
70,649
-87,595
-55% -$4.75M 1.78% 17
2020
Q1 		$7.89M Buy
158,244
+35,725
+29% +$2.13M 4.12% 6
2019
Q4 		$7.99M Sell
122,519
-1,430
-1% -$90.7K 3.38% 8
2019
Q3 		$7.57M Buy
123,949
+16,289
+15% +$983K 3.26% 10
2019
Q2 		$6.61M Buy
107,660
+3,973
+4% +$243K 3% 10
2019
Q1 		$6.3M Buy
103,687
+89,144
+613% +$5.26M 2.94% 10
2018
Q4 		$800K Buy
14,543
+4,121
+40% +$242K 0.52% 23
2018
Q3 		$668K Sell
10,422
-583
-5% -$37.2K 0.35% 23
2018
Q2 		$697K Buy
11,005
+11,001
+275,025% +$728K 0.39% 20
2018
Q1 		$1K Buy
+4
New +$269 ﹤0.01% 200

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

Sharkey, Howes & Javer's IEFA Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.25% in Q2 2026, buying an estimated $672 and bringing the position to 2,817 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #145.

Sharkey, Howes & Javer first reported a position in IEFA in Q1 2018 and has held it in 21 quarters since. The position peaked at $7.99M in Q4 2019. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Sharkey, Howes & Javer held 2,817 shares of iShares Core MSCI EAFE ETF worth $272K as of Q2 2026.
  • Sharkey, Howes & Javer bought 7 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $672.
  • iShares Core MSCI EAFE ETF made up 0.03% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #145 holding.
  • Sharkey, Howes & Javer first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 21 quarters since.
  • Sharkey, Howes & Javer's iShares Core MSCI EAFE ETF position peaked at $7.99M in Q4 2019.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.