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

Willis 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
-11,333
Closed -$1.03M – 141
2026
Q1 		$1.03M Buy
11,333
+19
+0.2% +$1.77K 0.06% 73
2025
Q4 		$1.01M Sell
11,314
-26
-0.2% -$2.3K 0.06% 76
2025
Q3 		$990K Buy
11,340
+1,291
+13% +$110K 0.06% 76
2025
Q2 		$839K Buy
10,049
+2,027
+25% +$161K 0.06% 76
2025
Q1 		$607K Buy
8,022
+1,415
+21% +$106K 0.05% 81
2024
Q4 		$464K Sell
6,607
-1,438
-18% -$106K 0.04% 94
2024
Q3 		$628K Sell
8,045
-5,133
-39% -$384K 0.05% 85
2024
Q2 		$957K Buy
13,178
+7,078
+116% +$521K 0.08% 60
2024
Q1 		$453K Buy
6,100
+485
+9% +$34.5K 0.04% 90
2023
Q4 		$395K Buy
5,615
+196
+4% +$12.9K 0.04% 95
2023
Q3 		$349K Buy
5,419
+450
+9% +$30.1K 0.04% 94
2023
Q2 		$335K Sell
4,969
-124
-2% -$8.41K 0.04% 93
2023
Q1 		$340K Buy
5,093
+898
+21% +$58.9K 0.04% 89
2022
Q4 		$259K Sell
4,195
-1,283
-23% -$75.5K 0.03% 93
2022
Q3 		$289K Buy
5,478
+399
+8% +$23.5K 0.04% 83
2022
Q2 		$299K Buy
5,079
+104
+2% +$6.67K 0.04% 85
2022
Q1 		$346K Buy
4,975
+261
+6% +$18.5K 0.05% 77
2021
Q4 		$352K Sell
4,714
-22,356
-83% -$1.68M 0.05% 75
2021
Q3 		$2.01M Buy
27,070
+694
+3% +$52.8K 0.28% 38
2021
Q2 		$1.97M Sell
26,376
-2,698
-9% -$204K 0.28% 34
2021
Q1 		$2.1M Sell
29,074
-775
-3% -$55.4K 0.32% 34
2020
Q4 		$2.06M Buy
+29,849
New +$1.93M 0.34% 33

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

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

Willis Johnson & Associates sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 11,333 shares — an estimated $1.03M sold.

Willis Johnson & Associates first reported a position in IEFA in Q4 2020 and held it in 22 quarters. The position peaked at $2.1M in Q1 2021. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Willis Johnson & Associates reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 11,333 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.03M.
  • Willis Johnson & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 22 quarters.
  • Willis Johnson & Associates's iShares Core MSCI EAFE ETF position peaked at $2.1M in Q1 2021.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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