High Net Worth Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

High Net Worth Advisory Group’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	$5.14M	Buy	53,214 +169	+0.3%	+$16.2K	1.09%	23
2026 Q1	$4.8M	Sell	53,045 -449	-0.8%	-$41.9K	1.12%	20
2025 Q4	$4.79M	Buy	53,494 +331	+0.6%	+$29.3K	1.1%	21
2025 Q3	$4.64M	Sell	53,163 -633	-1%	-$53.8K	1.12%	21
2025 Q2	$4.49M	Sell	53,796 -1,566	-3%	-$124K	1.19%	20
2025 Q1	$4.19M	Sell	55,362 -124	-0.2%	-$9.27K	1.18%	22
2024 Q4	$3.9M	Buy	55,486 +644	+1%	+$47.5K	1.09%	23
2024 Q3	$4.28M	Sell	54,842 -868	-2%	-$65K	1.17%	23
2024 Q2	$4.05M	Sell	55,710 -624	-1%	-$45.9K	1.23%	21
2024 Q1	$4.18M	Sell	56,334 -671	-1%	-$47.8K	1.32%	20
2023 Q4	$4.01M	Sell	57,005 -1,696	-3%	-$112K	1.49%	16
2023 Q3	$3.78M	Sell	58,701 -462	-0.8%	-$30.9K	1.51%	15
2023 Q2	$3.99M	Sell	59,163 -5,101	-8%	-$346K	1.55%	15
2023 Q1	$4.3M	Sell	64,264 -4,773	-7%	-$313K	1.75%	12
2022 Q4	$4.26M	Sell	69,037 -6,169	-8%	-$363K	1.65%	13
2022 Q3	$3.96M	Buy	75,206 +884	+1%	+$52K	1.69%	10
2022 Q2	$4.37M	Buy	74,322 +5	+0%	+$321	1.82%	8
2022 Q1	$5.17M	Buy	74,317 +2,362	+3%	+$167K	1.88%	9
2021 Q4	$5.37M	Buy	+71,955	New	+$5.41M	1.88%	11

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

High Net Worth Advisory Group's IEFA Position: Q2 2026 in Review

High Net Worth Advisory Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.32% in Q2 2026, buying an estimated $16.2K and bringing the position to 53,214 shares worth $5.14M. The position accounts for 1.09% of the portfolio, ranked #23.

High Net Worth Advisory Group first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.37M in Q4 2021. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

High Net Worth Advisory Group held 53,214 shares of iShares Core MSCI EAFE ETF worth $5.14M as of Q2 2026.
High Net Worth Advisory Group bought 169 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $16.2K.
iShares Core MSCI EAFE ETF made up 1.09% of High Net Worth Advisory Group's portfolio in Q2 2026, its #23 holding.
High Net Worth Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's iShares Core MSCI EAFE ETF position peaked at $5.37M in Q4 2021.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.