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

Harbor Group’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	$878K	Sell	9,698 -23	-0.2%	-$2.15K	0.13%	49
2025 Q4	$870K	Buy	9,721 +147	+2%	+$13K	0.13%	52
2025 Q3	$836K	Sell	9,574 -253	-3%	-$21.5K	0.13%	50
2025 Q2	$820K	Sell	9,827 -56	-0.6%	-$4.44K	0.15%	48
2025 Q1	$748K	Sell	9,883 -39	-0.4%	-$2.92K	0.15%	41
2024 Q4	$697K	Buy	9,922 +39	+0.4%	+$2.88K	0.16%	43
2024 Q3	$771K	Sell	9,883 -85	-0.9%	-$6.36K	0.18%	42
2024 Q2	$724K	Buy	9,968 +46	+0.5%	+$3.38K	0.19%	42
2024 Q1	$736K	Sell	9,922 -159	-2%	-$11.3K	0.19%	38
2023 Q4	$709K	Buy	10,081 +1,195	+13%	+$78.8K	0.2%	35
2023 Q3	$572K	Sell	8,886 -170	-2%	-$11.4K	0.32%	27
2023 Q2	$611K	Hold	9,056	–	–	0.34%	24
2023 Q1	$605K	Sell	9,056 -1	-0%	-$66	0.36%	24
2022 Q4	$558K	Buy	9,057 +1,809	+25%	+$106K	0.36%	24
2022 Q3	$382K	Buy	+7,248	New	+$426K	0.28%	34

Other funds holding IEFA

Bank of America

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

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

Bank of New York Mellon

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

Northwestern Mutual Wealth Management

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