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Hardy Reed’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Hardy Reed’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 		$11.4M Sell
125,739
-88
-0.1% -$8.21K 0.83% 20
2025
Q4 		$11.3M Hold
125,827
– – 0.8% 21
2025
Q3 		$11M Hold
125,827
– – 0.81% 21
2025
Q2 		$10.5M Sell
125,827
-187
-0.1% -$14.8K 0.84% 19
2025
Q1 		$9.53M Hold
126,014
– – 0.84% 19
2024
Q4 		$8.86M Hold
126,014
– – 0.78% 20
2024
Q3 		$9.84M Sell
126,014
-68
-0.1% -$5.09K 0.88% 19
2024
Q2 		$9.16M Sell
126,082
-99
-0.1% -$7.29K 0.92% 17
2024
Q1 		$9.37M Hold
126,181
– – 1.16% 16
2023
Q4 		$8.88M Hold
126,181
– – 1.2% 15
2023
Q3 		$8.12M Hold
126,181
– – 1.47% 10
2023
Q2 		$8.52M Buy
126,181
+192
+0.2% +$13K 1.5% 10
2023
Q1 		$8.42M Sell
125,989
-265
-0.2% -$17.4K 1.48% 10
2022
Q4 		$7.78M Sell
126,254
-371
-0.3% -$21.8K 1.47% 11
2022
Q3 		$6.67M Sell
126,625
-3,247
-3% -$191K 1.48% 9
2022
Q2 		$7.64M Sell
129,872
-11,718
-8% -$752K 1.64% 9
2022
Q1 		$9.84M Sell
141,590
-2,114
-1% -$150K 1.85% 9
2021
Q4 		$10.7M Buy
143,704
+108
+0.1% +$8.12K 1.77% 9
2021
Q3 		$10.7M Hold
143,596
– – 1.9% 9
2021
Q2 		$10.8M Buy
143,596
+14,591
+11% +$1.1M 1.91% 10
2021
Q1 		$9.29M Buy
129,005
+121
+0.1% +$8.65K 1.78% 11
2020
Q4 		$8.9M Hold
128,884
– – 1.86% 10
2020
Q3 		$7.77M Buy
128,884
+36
+0% +$2.17K 1.95% 10
2020
Q2 		$7.37M Buy
+128,848
New +$6.98M 2.62% 8

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

Hardy Reed's IEFA Position: Q1 2026 in Review

Hardy Reed reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.07% in Q1 2026, selling an estimated $8.21K and leaving 125,739 shares worth $11.4M. The position accounts for 0.83% of the portfolio, ranked #20.

Hardy Reed first reported a position in IEFA in Q2 2020 and has held it in 24 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Hardy Reed held 125,739 shares of iShares Core MSCI EAFE ETF worth $11.4M as of Q1 2026.
  • Hardy Reed sold 88 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $8.21K.
  • iShares Core MSCI EAFE ETF made up 0.83% of Hardy Reed's portfolio in Q1 2026, its #20 holding.
  • Hardy Reed first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 24 quarters since.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.