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

HB 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	$21.4M	Buy	221,946 +5,229	+2%	+$502K	0.12%	99
2026 Q1	$19.6M	Buy	216,717 +5,283	+2%	+$493K	0.13%	92
2025 Q4	$18.9M	Buy	211,434 +29,455	+16%	+$2.6M	0.12%	92
2025 Q3	$15.9M	Buy	181,979 +32,845	+22%	+$2.79M	0.11%	100
2025 Q2	$12.4M	Buy	149,134 +15,123	+11%	+$1.2M	0.1%	110
2025 Q1	$10.1M	Buy	134,011 +8,328	+7%	+$623K	0.08%	124
2024 Q4	$8.83M	Buy	125,683 +26,930	+27%	+$1.99M	0.09%	110
2024 Q3	$7.71M	Buy	98,753 +3,484	+4%	+$261K	0.08%	116
2024 Q2	$6.92M	Buy	95,269 +770	+0.8%	+$56.7K	0.08%	116
2024 Q1	$7.01M	Buy	94,499 +1,131	+1%	+$80.5K	0.09%	119
2023 Q4	$6.57M	Sell	93,368 -14,738	-14%	-$971K	0.09%	113
2023 Q3	$6.96M	Sell	108,106 -28,270	-21%	-$1.89M	0.11%	94
2023 Q2	$9.21M	Sell	136,376 -20,989	-13%	-$1.42M	0.15%	71
2023 Q1	$10.5M	Sell	157,365 -6,535	-4%	-$428K	0.18%	63
2022 Q4	$10.1M	Buy	163,900 +87,864	+116%	+$5.17M	0.18%	65
2022 Q3	$4M	Sell	76,036 -11,526	-13%	-$678K	0.09%	112
2022 Q2	$5.15M	Sell	87,562 -15,145	-15%	-$972K	0.11%	94
2022 Q1	$7.14M	Buy	102,707 +87,589	+579%	+$6.2M	0.13%	84
2021 Q4	$1.13M	Buy	+15,118	New	+$1.14M	0.02%	230

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

HB Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.4% in Q2 2026, buying an estimated $502K and bringing the position to 221,946 shares worth $21.4M. The position accounts for 0.12% of the portfolio, ranked #99.

HB Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

HB Wealth Management held 221,946 shares of iShares Core MSCI EAFE ETF worth $21.4M as of Q2 2026.
HB Wealth Management bought 5,229 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $502K.
iShares Core MSCI EAFE ETF made up 0.12% of HB Wealth Management's portfolio in Q2 2026, its #99 holding.
HB Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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