Congress Holdings

Most held

IEFA

iShares Core MSCI EAFE ETF

Listed by 21 members on their latest annual reports (31 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Kelly Morrison MN-3 Spouse Trust 8 ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $500,001 - $1,000,000 August 12, 2026
filing 10075173, p. 18
Kelly Morrison MN-3 Member Trust 1 ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $250,001 - $500,000 August 12, 2026
filing 10075173, p. 6
Vern Buchanan FL-16 Member BMO Harris 5247 ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $100,001 - $250,000 May 14, 2026
filing 10078132, p. 5
Lisa C. McClain MI-9 Spouse Charles Schwab Brokerage Account 595 ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $100,001 - $250,000 August 13, 2026
filing 10076052, p. 4
Kelly Morrison MN-3 Spouse Trust 2 ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $100,001 - $250,000 August 12, 2026
filing 10075173, p. 10
Kelly Morrison MN-3 Spouse Trust 7 ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $100,001 - $250,000 August 12, 2026
filing 10075173, p. 15
Chellie Pingree ME-1 Member iShares Core MSCI EAFE ETF (IEFA) EF $100,001 - $250,000 May 15, 2026
filing 10077435, p. 1
Cliff Bentz OR-2 Member Charles Schwab IRA ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $50,001 - $100,000 May 11, 2026
filing 10075533, p. 4
Michael R. Turner OH-10 Member IRA 9527 ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $50,001 - $100,000 May 15, 2026
filing 10075610, p. 2
Bruce Westerman AR-4 Member Morgan Stanley IRA ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $50,001 - $100,000 August 11, 2026
filing 10075479, p. 3
Joe Courtney CT-2 Spouse Inherited Brokerage Account ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $15,001 - $50,000 May 14, 2026
filing 10076814, p. 1
Jason Crow CO-6 Member Morgan Stanley Traditional IRA ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $15,001 - $50,000 August 13, 2026
filing 10075265, p. 2
Christopher R. Deluzio PA-17 Spouse Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $15,001 - $50,000 August 5, 2026
filing 10074671, p. 2
Christopher R. Deluzio PA-17 Member Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $15,001 - $50,000 August 5, 2026
filing 10074671, p. 3
Lizzie Fletcher TX-7 Member Filer Roth IRA ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $15,001 - $50,000 August 9, 2026
filing 10076222, p. 5
Josh Harder CA-9 Member Betterment Brokerage Account ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $15,001 - $50,000 May 13, 2026
filing 10076099, p. 1
Greg Landsman OH-1 Joint Rockefeller Capital Management (1) ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $15,001 - $50,000 April 20, 2026
filing 10074384, p. 4
Greg Landsman OH-1 Spouse Sarah Landsman Traditional IRA ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $15,001 - $50,000 April 20, 2026
filing 10074384, p. 8
April McClain Delaney MD-6 Member East Capitol Venture, LLC ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $15,001 - $50,000 September 8, 2026
filing 10074769, p. 4
Andrea Salinas OR-6 Spouse Northwest Quadrant Rollover IRA ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $15,001 - $50,000 May 7, 2026
filing 10075989, p. 2
Brian Babin TX-36 Spouse UBS Inherited IRA ⇒ iShares Core MSCI EAFE ETF (IEFA) ST $1,001 - $15,000 May 12, 2026
filing 10076043, p. 2
Cliff Bentz OR-2 Spouse iShares Core MSCI EAFE ETF (IEFA) EF $1,001 - $15,000 May 11, 2026
filing 10075533, p. 2
Brian Jack GA-3 Member Merrill Lynch Cash Management Account ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $1,001 - $15,000 August 13, 2026
filing 10077024, p. 2
Brian Jack GA-3 Member Merrill Lynch SEP IRA ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $1,001 - $15,000 August 13, 2026
filing 10077024, p. 4
Morgan Luttrell TX-8 Member Morgan Luttrell- CIO Moderate ETF Sector (IRA) ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $1,001 - $15,000 August 13, 2026
filing 10081366, p. 3
Mark B. Messmer IN-8 Member Baird Trust Company - Inherited Beneficiary IRA ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $1,001 - $15,000 August 12, 2026
filing 10077191, p. 2
Mark B. Messmer IN-8 Member Baird Trust Company - Roth IRA #1 ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $1,001 - $15,000 August 12, 2026
filing 10077191, p. 3
Mark B. Messmer IN-8 Spouse Baird Trust Company - Roth IRA #2 ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $1,001 - $15,000 August 12, 2026
filing 10077191, p. 3
Frank Pallone, Jr. NJ-6 Spouse WELLS FARGO ADVISORS: GST TRUST 2 ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $1,001 - $15,000 May 15, 2026
filing 10075741, p. 3
Hillary J. Scholten MI-3 Dependent child Morgan Stanley 1 ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $1,001 - $15,000 August 13, 2026
filing 10075605, p. 1
Hillary J. Scholten MI-3 Dependent child Morgan Stanley 2 ⇒ iShares Core MSCI EAFE ETF (IEFA) EF $1,001 - $15,000 August 13, 2026
filing 10075605, p. 2

Not counted: 1 more member lists it valued “None”, the category for no value at the end of the period: Julie Johnson.

How the count is made: see Most held.