Halbert Hargrove Global Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $180M | Sell |
1,858,958
-1,174
| -0.1% | -$113K | 7.77% | 6 |
|
|
2026
Q1 | $168M | Buy |
1,860,132
+7,278
| +0.4% | +$679K | 8.13% | 4 |
|
|
2025
Q4 | $166M | Buy |
1,852,854
+29,039
| +2% | +$2.57M | 7.87% | 5 |
|
|
2025
Q3 | $159M | Buy |
1,823,815
+20,562
| +1% | +$1.75M | 7.73% | 5 |
|
|
2025
Q2 | $151M | Sell |
1,803,253
-22,843
| -1% | -$1.81M | 7.85% | 5 |
|
|
2025
Q1 | $138M | Sell |
1,826,096
-7,496
| -0.4% | -$561K | 7.8% | 5 |
|
|
2024
Q4 | $129M | Buy |
1,833,592
+71,593
| +4% | +$5.28M | 7.16% | 5 |
|
|
2024
Q3 | $138M | Buy |
1,761,999
+26,640
| +2% | +$1.99M | 7.54% | 5 |
|
|
2024
Q2 | $126M | Buy |
1,735,359
+112,828
| +7% | +$8.3M | 7.31% | 5 |
|
|
2024
Q1 | $120M | Sell |
1,622,531
-31,716
| -2% | -$2.26M | 7.88% | 4 |
|
|
2023
Q4 | $116M | Sell |
1,654,247
-83,109
| -5% | -$5.48M | 7.99% | 4 |
|
|
2023
Q3 | $112M | Buy |
1,737,356
+20,473
| +1% | +$1.37M | 8.34% | 4 |
|
|
2023
Q2 | $116M | Buy |
1,716,883
+18,380
| +1% | +$1.25M | 8.46% | 4 |
|
|
2023
Q1 | $114M | Sell |
1,698,503
-6,496
| -0.4% | -$426K | 7.69% | 3 |
|
|
2022
Q4 | $105M | Buy |
1,704,999
+11,976
| +0.7% | +$705K | 7.51% | 5 |
|
|
2022
Q3 | $89.2M | Sell |
1,693,023
-52,551
| -3% | -$3.09M | 6.89% | 6 |
|
|
2022
Q2 | $103M | Buy |
1,745,574
+43,915
| +3% | +$2.82M | 7.61% | 5 |
|
|
2022
Q1 | $118M | Sell |
1,701,659
-31,119
| -2% | -$2.2M | 7.81% | 3 |
|
|
2021
Q4 | $129M | Buy |
1,732,778
+37,076
| +2% | +$2.79M | 8.23% | 4 |
|
|
2021
Q3 | $126M | Sell |
1,695,702
-134,180
| -7% | -$10.2M | 8.75% | 3 |
|
|
2021
Q2 | $137M | Buy |
1,829,882
+55,371
| +3% | +$4.18M | 8.99% | 3 |
|
|
2021
Q1 | $128M | Buy |
1,774,511
+8,231
| +0.5% | +$588K | 9.19% | 3 |
|
|
2020
Q4 | $122M | Buy |
1,766,280
+78,469
| +5% | +$5.07M | 9.25% | 3 |
|
|
2020
Q3 | $102M | Buy |
1,687,811
+794,409
| +89% | +$47.9M | 9.77% | 3 |
|
|
2020
Q2 | $51.1M | Buy |
893,402
+36,665
| +4% | +$1.99M | 7.5% | 6 |
|
|
2020
Q1 | $42.7M | Buy |
+856,737
| New | +$51M | 7.46% | 7 |
|
|
2019
Q4 | – | Sell |
-8,133
| Closed | -$497K | – | 92 |
|
|
2019
Q3 | $497K | Buy |
+8,133
| New | +$491K | 0.13% | 37 |
|
|
2019
Q1 | – | Sell |
-91,089
| Closed | -$5.01M | – | 55 |
|
|
2018
Q4 | $5.01M | Buy |
+91,089
| New | +$5.34M | 1.15% | 11 |
|
|
2018
Q1 | – | Sell |
-7,992
| Closed | -$528K | – | 74 |
|
|
2017
Q4 | $528K | Buy |
+7,992
| New | +$521K | 0.14% | 27 |
|
|
2016
Q1 | – | Sell |
-301,873
| Closed | -$16.4M | – | 88 |
|
|
2015
Q4 | $16.4M | Buy |
+301,873
| New | +$16.7M | 7.06% | 3 |
|
Other funds holding IEFA
BP
S
RIG
GC
BB
SP
Halbert Hargrove Global Advisors's IEFA Position: Q2 2026 in Review
Halbert Hargrove Global Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.06% in Q2 2026, selling an estimated $113K and leaving 1,858,958 shares worth $180M. The position accounts for 7.77% of the portfolio, ranked #6.
Halbert Hargrove Global Advisors first reported a position in IEFA in Q4 2015 and has held it in 30 quarters since. 1,225 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- Halbert Hargrove Global Advisors held 1,858,958 shares of iShares Core MSCI EAFE ETF worth $180M as of Q2 2026.
- Halbert Hargrove Global Advisors sold 1,174 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $113K.
- iShares Core MSCI EAFE ETF made up 7.77% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #6 holding.
- Halbert Hargrove Global Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and has held it in 30 quarters since.
- 1,225 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.