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 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 $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HB Wealth Management's EFA Position: Q1 2026 in Review

HB Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 12% in Q1 2026, buying an estimated $3.09M and bringing the position to 293,508 shares worth $28.5M. The position accounts for 0.18% of the portfolio, ranked #71.

HB Wealth Management first reported a position in EFA in Q4 2021 and has held it in 18 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

HB Wealth Management held 293,508 shares of iShares MSCI EAFE ETF worth $28.5M as of Q1 2026.
HB Wealth Management bought 30,877 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $3.09M.
iShares MSCI EAFE ETF made up 0.18% of HB Wealth Management's portfolio in Q1 2026, its #71 holding.
HB Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.