HWM
IEFA icon

Hassell Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Hassell Wealth 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
Q2 		$2.22M Buy
23,000
+283
+1% +$27.2K 0.68% 18
2026
Q1 		$2.06M Buy
22,717
+44
+0.2% +$4.11K 0.69% 17
2025
Q4 		$2.1M Buy
22,673
+380
+2% +$33.6K 0.7% 16
2025
Q3 		$1.95M Hold
22,293
– – 0.68% 16
2025
Q2 		$1.91M Buy
22,293
+349
+2% +$27.7K 0.7% 16
2025
Q1 		$1.63M Sell
21,944
-2,729
-11% -$204K 0.69% 16
2024
Q4 		$1.81M Buy
24,673
+339
+1% +$25K 0.73% 17
2024
Q3 		$1.8M Buy
24,334
+366
+2% +$27.4K 0.75% 16
2024
Q2 		$1.77M Hold
23,968
– – 0.79% 16
2024
Q1 		$1.73M Buy
23,968
+18
+0.1% +$1.28K 1.1% 13
2023
Q4 		$1.68M Buy
23,950
+462
+2% +$30.5K 1.13% 12
2023
Q3 		$1.45M Buy
23,488
+284
+1% +$19K 1.06% 14
2023
Q2 		$1.6M Buy
23,204
+487
+2% +$33K 1.1% 14
2023
Q1 		$1.54M Buy
22,717
+20
+0.1% +$1.31K 1.13% 14
2022
Q4 		$1.51M Buy
+22,697
New +$1.34M 1.13% 14

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Hassell Wealth Management's IEFA Position: Q2 2026 in Review

Hassell Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.2% in Q2 2026, buying an estimated $27.2K and bringing the position to 23,000 shares worth $2.22M. The position accounts for 0.68% of the portfolio, ranked #18.

Hassell Wealth Management first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Hassell Wealth Management held 23,000 shares of iShares Core MSCI EAFE ETF worth $2.22M as of Q2 2026.
  • Hassell Wealth Management bought 283 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $27.2K.
  • iShares Core MSCI EAFE ETF made up 0.68% of Hassell Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Hassell Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Hassell Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.