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

HHM 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 		$212K Buy
2,198
+1,485
+208% +$143K 0.02% 207
2026
Q1 		$64.5K Sell
713
-66
-8% -$6.16K 0.01% 335
2025
Q4 		$69.7K Sell
779
-89
-10% -$7.87K 0.01% 313
2025
Q3 		$75.8K Hold
868
– – 0.01% 311
2025
Q2 		$72.5K Hold
868
– – 0.01% 319
2025
Q1 		$65.7K Buy
868
+155
+22% +$11.6K 0.01% 315
2024
Q4 		$50.1K Hold
713
– – 0.01% 351
2024
Q3 		$55.6K Sell
713
-220
-24% -$16.5K 0.01% 324
2024
Q2 		$67.8K Buy
933
+220
+31% +$16.2K 0.01% 296
2024
Q1 		$52.9K Buy
713
+185
+35% +$13.2K 0.01% 286
2023
Q4 		$37.1K Buy
528
+182
+53% +$12K 0.01% 327
2023
Q3 		$22.3K Sell
346
-72
-17% -$4.82K ﹤0.01% 384
2023
Q2 		$28.2K Hold
418
– – 0.01% 372
2023
Q1 		$27.9K Hold
418
– – 0.01% 365
2022
Q4 		$25.8K Sell
418
-692
-62% -$40.7K 0.01% 329
2022
Q3 		$58K Hold
1,110
– – 0.02% 212
2022
Q2 		$65K Buy
1,110
+211
+23% +$13.5K 0.02% 248
2022
Q1 		$62K Buy
899
+27
+3% +$1.91K 0.01% 273
2021
Q4 		$65K Buy
872
+11
+1% +$827 0.02% 276
2021
Q3 		$64K Buy
861
+37
+4% +$2.81K 0.02% 266
2021
Q2 		$62K Sell
824
-166
-17% -$12.5K 0.02% 265
2021
Q1 		$71K Hold
990
– – 0.02% 230
2020
Q4 		$68K Buy
990
+26
+3% +$1.68K 0.02% 221
2020
Q3 		$58K Buy
964
+179
+23% +$10.8K 0.02% 208
2020
Q2 		$45K Buy
785
+43
+6% +$2.33K 0.02% 236
2020
Q1 		$37K Buy
+742
New +$44.2K 0.02% 235

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

HHM Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 208% in Q2 2026, buying an estimated $143K and bringing the position to 2,198 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #207.

HHM Wealth Advisors first reported a position in IEFA in Q1 2020 and has held it in 26 quarters since. 932 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • HHM Wealth Advisors held 2,198 shares of iShares Core MSCI EAFE ETF worth $212K as of Q2 2026.
  • HHM Wealth Advisors bought 1,485 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $143K.
  • iShares Core MSCI EAFE ETF made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #207 holding.
  • HHM Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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