Hanson & Doremus Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Hanson & Doremus Investment Management’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	$114K	Buy	1,254 +640	+104%	+$59.7K	0.01%	249
2025 Q4	$55K	Buy	614 +103	+20%	+$9.11K	0.01%	316
2025 Q3	$45K	Hold	511	–	–	0.01%	334
2025 Q2	$43K	Hold	511	–	–	0.01%	342
2025 Q1	$39K	Buy	511 +147	+40%	+$11K	0.01%	345
2024 Q4	$26K	Hold	364	–	–	﹤0.01%	353
2024 Q3	$28K	Hold	364	–	–	﹤0.01%	340
2024 Q2	$26K	Hold	364	–	–	﹤0.01%	353
2024 Q1	$27K	Hold	364	–	–	﹤0.01%	348
2023 Q4	$26K	Hold	364	–	–	﹤0.01%	344
2023 Q3	$23K	Hold	364	–	–	﹤0.01%	346
2023 Q2	$25K	Hold	364	–	–	0.01%	347
2023 Q1	$24K	Hold	364	–	–	0.01%	357
2022 Q4	$22K	Hold	364	–	–	﹤0.01%	390
2022 Q3	$19K	Sell	364 -1,962	-84%	-$115K	﹤0.01%	384
2022 Q2	$137K	Hold	2,326	–	–	0.03%	211
2022 Q1	$162K	Hold	2,326	–	–	0.03%	204
2021 Q4	$174K	Hold	2,326	–	–	0.04%	202
2021 Q3	$173K	Buy	+2,326	New	+$177K	0.04%	188
2021 Q2	–	Sell	-371	Closed	-$27K	–	466
2021 Q1	$27K	Buy	371 +7	+2%	+$500	0.01%	341
2020 Q4	$25K	Buy	+364	New	+$23.5K	0.01%	335

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

Hanson & Doremus Investment Management's IEFA Position: Q1 2026 in Review

Hanson & Doremus Investment Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 104% in Q1 2026, buying an estimated $59.7K and bringing the position to 1,254 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #249.

Hanson & Doremus Investment Management first reported a position in IEFA in Q4 2020 and has held it in 21 quarters since. The position peaked at $174K in Q4 2021. 2,400 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Hanson & Doremus Investment Management held 1,254 shares of iShares Core MSCI EAFE ETF worth $114K as of Q1 2026.
Hanson & Doremus Investment Management bought 640 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $59.7K.
iShares Core MSCI EAFE ETF made up 0.01% of Hanson & Doremus Investment Management's portfolio in Q1 2026, its #249 holding.
Hanson & Doremus Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 21 quarters since.
Hanson & Doremus Investment Management's iShares Core MSCI EAFE ETF position peaked at $174K in Q4 2021.
2,400 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2026, filed 17 Apr 2026.