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

Hemington 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
2025 Q3	$1.6M	Sell	17,170 -10	-0.1%	-$909	0.21%	40
2025 Q2	$1.53M	Buy	17,180 +1,322	+8%	+$113K	0.22%	36
2025 Q1	$1.3M	Sell	15,858 -193	-1%	-$15.6K	0.2%	41
2024 Q4	$1.21M	Hold	16,051	–	–	0.31%	40
2024 Q3	$1.27M	Buy	16,051 +193	+1%	+$15.5K	0.34%	39
2024 Q2	$1.24M	Hold	15,858	–	–	0.42%	37
2024 Q1	$1.27M	Hold	15,858	–	–	0.46%	35
2023 Q4	$1.2M	Sell	15,858 -139	-0.9%	-$9.82K	0.46%	33
2023 Q3	$1.1M	Buy	15,997 +498	+3%	+$35.7K	0.52%	28
2023 Q2	$1.12M	Hold	15,499	–	–	0.46%	29
2023 Q1	$1.11M	Sell	15,499 -199	-1%	-$13.9K	0.45%	29
2022 Q4	$1.03M	Buy	15,698 +1,643	+12%	+$103K	0.44%	29
2022 Q3	$787K	Sell	14,055 -65	-0.5%	-$4.05K	0.34%	34
2022 Q2	$882K	Hold	14,120	–	–	0.35%	35
2022 Q1	$1.04M	Buy	+14,120	New	+$1.06M	0.35%	35

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

NMIMC

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

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

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

Hemington Wealth Management's EFA Position: Q3 2025 in Review

Hemington Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.06% in Q3 2025, selling an estimated $909 and leaving 17,170 shares worth $1.6M. The position accounts for 0.21% of the portfolio, ranked #40.

Hemington Wealth Management first reported a position in EFA in Q1 2022 and has held it in 15 quarters since. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

Hemington Wealth Management held 17,170 shares of iShares MSCI EAFE ETF worth $1.6M as of Q3 2025.
Hemington Wealth Management sold 10 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $909.
iShares MSCI EAFE ETF made up 0.21% of Hemington Wealth Management's portfolio in Q3 2025, its #40 holding.
Hemington Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 15 quarters since.
2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.