Hamilton Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Hamilton Wealth’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	$4.28M	Buy	47,301 +12,024	+34%	+$1.12M	0.83%	31
2025 Q4	$3.16M	Buy	35,277 +447	+1%	+$39.5K	0.6%	36
2025 Q3	$3.04M	Sell	34,830 -9,000	-21%	-$765K	0.63%	37
2025 Q2	$3.66M	Sell	43,830 -170,712	-80%	-$13.5M	0.82%	32
2025 Q1	$16.2M	Buy	214,542 +189,276	+749%	+$14.2M	3.91%	10
2024 Q4	$1.78M	Sell	25,266 -12,688	-33%	-$936K	0.43%	39
2024 Q3	$2.96M	Sell	37,954 -8,188	-18%	-$613K	0.72%	36
2024 Q2	$3.35M	Sell	46,142 -1,007	-2%	-$74.1K	0.9%	34
2024 Q1	$3.5M	Sell	47,149 -821	-2%	-$58.4K	1.09%	28
2023 Q4	$3.37M	Buy	47,970 +26,970	+128%	+$1.78M	1.06%	29
2023 Q3	$1.35M	Buy	21,000 +5,050	+32%	+$338K	0.48%	40
2023 Q2	$1.08M	Buy	15,950 +1,274	+9%	+$86.4K	0.37%	41
2023 Q1	$981K	Buy	14,676 +7,664	+109%	+$502K	0.35%	42
2022 Q4	$432K	Buy	7,012 +3,148	+81%	+$185K	0.18%	53
2022 Q3	$204K	Buy	+3,864	New	+$227K	0.09%	82

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hamilton Wealth's IEFA Position: Q1 2026 in Review

Hamilton Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 34% in Q1 2026, buying an estimated $1.12M and bringing the position to 47,301 shares worth $4.28M. The position accounts for 0.83% of the portfolio, ranked #31.

Hamilton Wealth first reported a position in IEFA in Q3 2022 and has held it in 15 quarters since. The position peaked at $16.2M in Q1 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Hamilton Wealth held 47,301 shares of iShares Core MSCI EAFE ETF worth $4.28M as of Q1 2026.
Hamilton Wealth bought 12,024 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.12M.
iShares Core MSCI EAFE ETF made up 0.83% of Hamilton Wealth's portfolio in Q1 2026, its #31 holding.
Hamilton Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 15 quarters since.
Hamilton Wealth's iShares Core MSCI EAFE ETF position peaked at $16.2M in Q1 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.