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	–	Sell	-13,000	Closed	-$1.26M	–	1744
2026 Q1	$1.26M	Hold	13,000	–	–	0.01%	574
2025 Q4	$1.25M	Sell	13,000 -43,500	-77%	-$4.13M	0.01%	557
2025 Q3	$5.28M	Sell	56,500 -18,500	-25%	-$1.68M	0.04%	245
2025 Q2	$6.7M	Hold	75,000	–	–	0.05%	186
2025 Q1	$6.13M	Buy	+75,000	New	+$6.04M	0.05%	195

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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. 2,270 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.
2,270 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.