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

Hemington 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
2025
Q3 		$143K Buy
1,643
+153
+10% +$13K 0.02% 190
2025
Q2 		$124K Buy
1,490
+26
+2% +$2.06K 0.02% 197
2025
Q1 		$110K Hold
1,464
– – 0.02% 190
2024
Q4 		$102K Buy
1,464
+24
+2% +$1.77K 0.03% 190
2024
Q3 		$106K Buy
+1,440
New +$108K 0.03% 180

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Hemington Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 10% in Q3 2025, buying an estimated $13K and bringing the position to 1,643 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #190.

Hemington Wealth Management first reported a position in IEFA in Q3 2024 and has held it in 5 quarters since. 2,133 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Hemington Wealth Management held 1,643 shares of iShares Core MSCI EAFE ETF worth $143K as of Q3 2025.
  • Hemington Wealth Management bought 153 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $13K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Hemington Wealth Management's portfolio in Q3 2025, its #190 holding.
  • Hemington Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 5 quarters since.
  • 2,133 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

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