HWP
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Highline Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Highline Wealth Partners’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 		$23.9M Buy
247,779
+30,260
+14% +$2.91M 4.85% 6
2026
Q1 		$19.7M Buy
217,519
+27,607
+15% +$2.58M 5.02% 5
2025
Q4 		$17M Buy
189,912
+10,173
+6% +$900K 4.78% 6
2025
Q3 		$15.7M Buy
179,739
+25,975
+17% +$2.21M 4.22% 7
2025
Q2 		$12.8M Buy
153,764
+22,898
+17% +$1.82M 3.8% 5
2025
Q1 		$9.9M Buy
130,866
+9,282
+8% +$694K 3.33% 6
2024
Q4 		$8.54M Sell
121,584
-2,247
-2% -$166K 2.79% 10
2024
Q3 		$9.67M Buy
123,831
+5,004
+4% +$375K 3.23% 8
2024
Q2 		$8.63M Buy
118,827
+3,931
+3% +$289K 3.25% 8
2024
Q1 		$8.53M Buy
114,896
+11,223
+11% +$799K 3.48% 8
2023
Q4 		$7.29M Buy
103,673
+4,125
+4% +$272K 3.53% 8
2023
Q3 		$6.41M Buy
99,548
+8,721
+10% +$584K 3.96% 6
2023
Q2 		$6.13M Buy
90,827
+6,513
+8% +$442K 3.86% 6
2023
Q1 		$5.64M Buy
84,314
+9,826
+13% +$644K 3.85% 6
2022
Q4 		$4.59M Sell
74,488
-37,365
-33% -$2.2M 3.39% 6
2022
Q3 		$5.89M Buy
+111,853
New +$6.58M 4.79% 6

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Highline Wealth Partners's IEFA Position: Q2 2026 in Review

Highline Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q2 2026, buying an estimated $2.91M and bringing the position to 247,779 shares worth $23.9M. The position accounts for 4.85% of the portfolio, ranked #6.

Highline Wealth Partners first reported a position in IEFA in Q3 2022 and has held it in 16 quarters since. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Highline Wealth Partners held 247,779 shares of iShares Core MSCI EAFE ETF worth $23.9M as of Q2 2026.
  • Highline Wealth Partners bought 30,260 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.91M.
  • iShares Core MSCI EAFE ETF made up 4.85% of Highline Wealth Partners's portfolio in Q2 2026, its #6 holding.
  • Highline Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
  • 494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.