Harbor Advisory Corp’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Harbor Advisory Corp’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	$213K	Hold	2,352	–	–	0.06%	76
2025 Q4	$210K	Hold	2,352	–	–	0.06%	77
2025 Q3	$205K	Buy	+2,352	New	+$200K	0.06%	80
2024 Q3	–	Sell	-2,849	Closed	-$207K	–	92
2024 Q2	$207K	Hold	2,849	–	–	0.07%	82
2024 Q1	$211K	Hold	2,849	–	–	0.07%	82
2023 Q4	$200K	Buy	+2,849	New	+$188K	0.07%	84

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

Harbor Advisory Corp's IEFA Position: Q1 2026 in Review

Harbor Advisory Corp held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 2,352 shares worth $213K. The position accounts for 0.06% of the portfolio, ranked #76.

Harbor Advisory Corp first reported a position in IEFA in Q4 2023 and has held it in 6 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Harbor Advisory Corp held 2,352 shares of iShares Core MSCI EAFE ETF worth $213K as of Q1 2026.
Harbor Advisory Corp left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.06% of Harbor Advisory Corp's portfolio in Q1 2026, its #76 holding.
Harbor Advisory Corp first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 6 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Harbor Advisory Corp's 13F filing for Q1 2026, filed 7 May 2026.