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Harbour Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Harbour Investments’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 		$7.29M Buy
80,539
+28,055
+53% +$2.62M 0.11% 172
2025
Q4 		$4.7M Buy
52,484
+1,638
+3% +$145K 0.1% 205
2025
Q3 		$4.44M Buy
50,846
+580
+1% +$49.3K 0.1% 187
2025
Q2 		$4.2M Buy
50,266
+585
+1% +$46.4K 0.11% 177
2025
Q1 		$3.76M Buy
49,681
+2,661
+6% +$199K 0.11% 173
2024
Q4 		$3.3M Buy
47,020
+2,971
+7% +$219K 0.09% 187
2024
Q3 		$3.44M Buy
44,049
+5,174
+13% +$387K 0.1% 166
2024
Q2 		$2.82M Buy
38,875
+2,049
+6% +$151K 0.1% 195
2024
Q1 		$2.73M Buy
36,826
+5,388
+17% +$384K 0.1% 192
2023
Q4 		$2.21M Sell
31,438
-1,593
-5% -$105K 0.09% 205
2023
Q3 		$2.13M Sell
33,031
-7,784
-19% -$521K 0.11% 183
2023
Q2 		$2.75M Sell
40,815
-34,970
-46% -$2.37M 0.14% 145
2023
Q1 		$5.07M Buy
75,785
+2,327
+3% +$153K 0.28% 61
2022
Q4 		$4.53M Buy
73,458
+8,669
+13% +$510K 0.28% 57
2022
Q3 		$3.81M Hold
64,789
– – 0.26% 64
2022
Q2 		$3.81M Buy
+64,789
New +$4.16M 0.26% 64
2021
Q4 		$4.56M Sell
61,052
-407,980
-87% -$30.7M 0.27% 65
2021
Q3 		$34.8M Buy
469,032
+13,364
+3% +$1.02M 1.11% 15
2021
Q2 		$34.1M Buy
455,668
+278,565
+157% +$21M 1.09% 14
2021
Q1 		$12.8M Buy
+177,103
New +$12.7M 0.46% 38

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
LPL Financial San Diego, California $377B 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

Harbour Investments's IEFA Position: Q1 2026 in Review

Harbour Investments increased its iShares Core MSCI EAFE ETF (IEFA) stake by 53% in Q1 2026, buying an estimated $2.62M and bringing the position to 80,539 shares worth $7.29M. The position accounts for 0.11% of the portfolio, ranked #172.

Harbour Investments first reported a position in IEFA in Q1 2021 and has held it in 20 quarters since. The position peaked at $34.8M in Q3 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Harbour Investments held 80,539 shares of iShares Core MSCI EAFE ETF worth $7.29M as of Q1 2026.
  • Harbour Investments bought 28,055 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $2.62M.
  • iShares Core MSCI EAFE ETF made up 0.11% of Harbour Investments's portfolio in Q1 2026, its #172 holding.
  • Harbour Investments first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares Core MSCI EAFE ETF position peaked at $34.8M in Q3 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.