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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
Q2 		$5.39M Buy
55,823
+8,522
+18% +$819K 0.99% 31
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
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

Hamilton Wealth's IEFA Position: Q2 2026 in Review

Hamilton Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q2 2026, buying an estimated $819K and bringing the position to 55,823 shares worth $5.39M. The position accounts for 0.99% of the portfolio, ranked #31.

Hamilton Wealth first reported a position in IEFA in Q3 2022 and has held it in 16 quarters since. The position peaked at $16.2M in Q1 2025. 2,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Hamilton Wealth held 55,823 shares of iShares Core MSCI EAFE ETF worth $5.39M as of Q2 2026.
  • Hamilton Wealth bought 8,522 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $819K.
  • iShares Core MSCI EAFE ETF made up 0.99% of Hamilton Wealth's portfolio in Q2 2026, its #31 holding.
  • Hamilton Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
  • Hamilton Wealth's iShares Core MSCI EAFE ETF position peaked at $16.2M in Q1 2025.
  • 2,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Hamilton Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.