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HHM Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

HHM Wealth Advisors’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
Q2 		$322K Sell
3,097
-500
-14% -$51.4K 0.03% 165
2026
Q1 		$349K Buy
3,597
+500
+16% +$50K 0.04% 143
2025
Q4 		$297K Hold
3,097
– – 0.04% 156
2025
Q3 		$289K Sell
3,097
-180
-5% -$16.4K 0.03% 167
2025
Q2 		$293K Buy
3,277
+263
+9% +$22.5K 0.03% 162
2025
Q1 		$246K Hold
3,014
– – 0.03% 163
2024
Q4 		$228K Hold
3,014
– – 0.03% 177
2024
Q3 		$252K Sell
3,014
-265
-8% -$21.3K 0.04% 150
2024
Q2 		$257K Sell
3,279
-250
-7% -$19.8K 0.04% 147
2024
Q1 		$282K Buy
3,529
+665
+23% +$50.9K 0.05% 119
2023
Q4 		$216K Hold
2,864
– – 0.04% 134
2023
Q3 		$197K Hold
2,864
– – 0.04% 129
2023
Q2 		$208K Buy
2,864
+155
+6% +$11.3K 0.04% 135
2023
Q1 		$194K Buy
2,709
+1,850
+215% +$129K 0.04% 130
2022
Q4 		$56.4K Hold
859
– – 0.01% 231
2022
Q3 		$48K Sell
859
-811
-49% -$50.5K 0.01% 240
2022
Q2 		$104K Hold
1,670
– – 0.03% 188
2022
Q1 		$123K Hold
1,670
– – 0.03% 199
2021
Q4 		$131K Hold
1,670
– – 0.03% 185
2021
Q3 		$130K Hold
1,670
– – 0.04% 178
2021
Q2 		$132K Hold
1,670
– – 0.04% 178
2021
Q1 		$127K Hold
1,670
– – 0.04% 160
2020
Q4 		$122K Sell
1,670
-215
-11% -$14.7K 0.04% 151
2020
Q3 		$120K Buy
1,885
+459
+32% +$29.4K 0.05% 130
2020
Q2 		$87K Hold
1,426
– – 0.04% 162
2020
Q1 		$76K Buy
+1,426
New +$90.5K 0.04% 154

Other funds holding EFA

WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

HHM Wealth Advisors's EFA Position: Q2 2026 in Review

HHM Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 14% in Q2 2026, selling an estimated $51.4K and leaving 3,097 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #165.

HHM Wealth Advisors first reported a position in EFA in Q1 2020 and has held it in 26 quarters since. The position peaked at $349K in Q1 2026. 824 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • HHM Wealth Advisors held 3,097 shares of iShares MSCI EAFE ETF worth $322K as of Q2 2026.
  • HHM Wealth Advisors sold 500 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $51.4K.
  • iShares MSCI EAFE ETF made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • HHM Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's iShares MSCI EAFE ETF position peaked at $349K in Q1 2026.
  • 824 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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