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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
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 $1.37T 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

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

Willis Johnson & Associates increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.17% in Q1 2026, buying an estimated $1.77K and bringing the position to 11,333 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #73.

Willis Johnson & Associates first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.1M in Q1 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Willis Johnson & Associates held 11,333 shares of iShares Core MSCI EAFE ETF worth $1.03M as of Q1 2026.
  • Willis Johnson & Associates bought 19 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.77K.
  • iShares Core MSCI EAFE ETF made up 0.06% of Willis Johnson & Associates's portfolio in Q1 2026, its #73 holding.
  • Willis Johnson & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • Willis Johnson & Associates's iShares Core MSCI EAFE ETF position peaked at $2.1M in Q1 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.