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

HighMark 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
2026
Q1 		$286K Buy
3,155
+9
+0.3% +$840 0.12% 61
2025
Q4 		$281K Buy
3,146
+404
+15% +$35.7K 0.11% 66
2025
Q3 		$239K Hold
2,742
– – 0.11% 72
2025
Q2 		$229K Sell
2,742
-592
-18% -$47K 0.11% 67
2025
Q1 		$252K Sell
3,334
-150
-4% -$11.2K 0.15% 48
2024
Q4 		$245K Buy
3,484
+387
+12% +$28.6K 0.14% 45
2024
Q3 		$242K Buy
3,097
+164
+6% +$12.3K 0.13% 54
2024
Q2 		$213K Sell
2,933
-154
-5% -$11.3K 0.13% 60
2024
Q1 		$236K Sell
3,087
-148
-5% -$10.5K 0.15% 54
2023
Q4 		$218K Buy
3,235
+357
+12% +$23.5K 0.16% 53
2023
Q3 		$185K Buy
2,878
+234
+9% +$15.7K 0.15% 48
2023
Q2 		$178K Sell
2,644
-42
-2% -$2.85K 0.13% 54
2023
Q1 		$180K Sell
2,686
-299
-10% -$19.6K 0.14% 56
2022
Q4 		$184K Sell
2,985
-128
-4% -$7.53K 0.14% 51
2022
Q3 		$164K Buy
3,113
+4
+0.1% +$235 0.14% 54
2022
Q2 		$183K Sell
3,109
-225
-7% -$14.4K 0.15% 48
2022
Q1 		$232K Sell
3,334
-130
-4% -$9.2K 0.16% 49
2021
Q4 		$259K Sell
3,464
-137
-4% -$10.3K 0.16% 48
2021
Q3 		$267K Sell
3,601
-5
-0.1% -$380 0.2% 41
2021
Q2 		$270K Sell
3,606
-831
-19% -$62.7K 0.2% 40
2021
Q1 		$320K Sell
4,437
-130
-3% -$9.29K 0.26% 34
2020
Q4 		$316K Sell
4,567
-327
-7% -$21.1K 0.27% 32
2020
Q3 		$295K Sell
4,894
-8
-0.2% -$483 0.27% 32
2020
Q2 		$284K Buy
4,902
+21
+0.4% +$1.14K 0.31% 31
2020
Q1 		$244K Sell
4,881
-5,894
-55% -$351K 0.29% 29
2019
Q4 		$702K Buy
+10,775
New +$683K 0.75% 12

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HighMark Wealth Management's IEFA Position: Q1 2026 in Review

HighMark Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.29% in Q1 2026, buying an estimated $840 and bringing the position to 3,155 shares worth $286K. The position accounts for 0.12% of the portfolio, ranked #61.

HighMark Wealth Management first reported a position in IEFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $702K in Q4 2019. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • HighMark Wealth Management held 3,155 shares of iShares Core MSCI EAFE ETF worth $286K as of Q1 2026.
  • HighMark Wealth Management bought 9 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $840.
  • iShares Core MSCI EAFE ETF made up 0.12% of HighMark Wealth Management's portfolio in Q1 2026, its #61 holding.
  • HighMark Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • HighMark Wealth Management's iShares Core MSCI EAFE ETF position peaked at $702K in Q4 2019.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.