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HB Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

HB Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.7M Buy
305,287
+11,779
+4% +$1.21M 0.18% 70
2026
Q1 		$28.5M Buy
293,508
+30,877
+12% +$3.09M 0.18% 71
2025
Q4 		$25.2M Buy
262,631
+21,613
+9% +$2.05M 0.16% 75
2025
Q3 		$22.5M Buy
241,018
+42,497
+21% +$3.86M 0.15% 79
2025
Q2 		$17.7M Sell
198,521
-10,036
-5% -$857K 0.14% 80
2025
Q1 		$17M Buy
208,557
+27,493
+15% +$2.22M 0.14% 85
2024
Q4 		$13.7M Sell
181,064
-31
-0% -$2.46K 0.14% 75
2024
Q3 		$15.1M Buy
181,095
+3,226
+2% +$260K 0.16% 70
2024
Q2 		$13.9M Sell
177,869
-920
-0.5% -$72.9K 0.16% 69
2024
Q1 		$14.3M Sell
178,789
-4,279
-2% -$327K 0.18% 62
2023
Q4 		$13.8M Buy
183,068
+69,704
+61% +$4.93M 0.2% 60
2023
Q3 		$7.81M Buy
113,364
+1,873
+2% +$134K 0.13% 86
2023
Q2 		$8.08M Sell
111,491
-2,242
-2% -$163K 0.13% 84
2023
Q1 		$8.13M Sell
113,733
-54
-0% -$3.78K 0.14% 77
2022
Q4 		$7.47M Buy
113,787
+14,720
+15% +$922K 0.14% 81
2022
Q3 		$5.55M Sell
99,067
-4,699
-5% -$293K 0.12% 91
2022
Q2 		$6.48M Sell
103,766
-534
-0.5% -$36.3K 0.13% 83
2022
Q1 		$7.68M Buy
104,300
+10,617
+11% +$794K 0.14% 74
2021
Q4 		$7.37M Buy
+93,683
New +$7.42M 0.15% 58

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

HB Wealth Management's EFA Position: Q2 2026 in Review

HB Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 4% in Q2 2026, buying an estimated $1.21M and bringing the position to 305,287 shares worth $31.7M. The position accounts for 0.18% of the portfolio, ranked #70.

HB Wealth Management first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • HB Wealth Management held 305,287 shares of iShares MSCI EAFE ETF worth $31.7M as of Q2 2026.
  • HB Wealth Management bought 11,779 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.21M.
  • iShares MSCI EAFE ETF made up 0.18% of HB Wealth Management's portfolio in Q2 2026, its #70 holding.
  • HB Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.