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HCR Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

HCR Wealth Advisors’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 		$3.52M Buy
36,474
+264
+0.7% +$25.4K 0.32% 50
2026
Q1 		$3.28M Buy
36,210
+502
+1% +$46.9K 0.34% 55
2025
Q4 		$3.19M Buy
35,708
+17,693
+98% +$1.56M 0.32% 52
2025
Q3 		$1.59M Sell
18,015
-175
-1% -$14.9K 0.16% 79
2025
Q2 		$1.52M Buy
18,190
+1,899
+12% +$151K 0.18% 80
2025
Q1 		$1.23M Buy
16,291
+663
+4% +$49.6K 0.16% 89
2024
Q4 		$1.1M Sell
15,628
-703
-4% -$51.9K 0.14% 97
2024
Q3 		$1.27M Buy
16,331
+1,397
+9% +$105K 0.17% 91
2024
Q2 		$1.08M Buy
14,934
+563
+4% +$41.4K 0.16% 90
2024
Q1 		$1.07M Sell
14,371
-1,854
-11% -$132K 0.16% 88
2023
Q4 		$1.14M Buy
16,225
+5,658
+54% +$373K 0.18% 81
2023
Q3 		$680K Sell
10,567
-1,979
-16% -$133K 0.15% 90
2023
Q2 		$847K Sell
12,546
-186
-1% -$12.6K 0.16% 85
2023
Q1 		$851K Buy
12,732
+6,435
+102% +$422K 0.17% 86
2022
Q4 		$388K Buy
6,297
+5
+0.1% +$294 0.08% 125
2022
Q3 		$331K Sell
6,292
-1,370
-18% -$80.6K 0.07% 134
2022
Q2 		$451K Sell
7,662
-46
-0.6% -$2.95K 0.09% 116
2022
Q1 		$536K Sell
7,708
-232
-3% -$16.4K 0.09% 121
2021
Q4 		$593K Buy
7,940
+129
+2% +$9.7K 0.09% 125
2021
Q3 		$580K Buy
7,811
+4,492
+135% +$342K 0.1% 123
2021
Q2 		$248K Sell
3,319
-1,636
-33% -$124K 0.04% 167
2021
Q1 		$357K Buy
4,955
+3,133
+172% +$224K 0.07% 144
2020
Q4 		$126K Buy
+1,822
New +$118K 0.03% 182
2020
Q3 		– Sell
-1,826
Closed -$105K – 248
2020
Q2 		$105K Buy
+1,826
New +$99K 0.02% 158
2020
Q1 		– Sell
-1,825
Closed -$119K – 243
2019
Q4 		$119K Buy
+1,825
New +$116K 0.03% 164

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HCR Wealth Advisors's IEFA Position: Q2 2026 in Review

HCR Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.73% in Q2 2026, buying an estimated $25.4K and bringing the position to 36,474 shares worth $3.52M. The position accounts for 0.32% of the portfolio, ranked #50.

HCR Wealth Advisors first reported a position in IEFA in Q4 2019 and has held it in 25 quarters since. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • HCR Wealth Advisors held 36,474 shares of iShares Core MSCI EAFE ETF worth $3.52M as of Q2 2026.
  • HCR Wealth Advisors bought 264 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $25.4K.
  • iShares Core MSCI EAFE ETF made up 0.32% of HCR Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • HCR Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.