Hill Investment Group Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Hill Investment Group 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 Q1	$460K	Sell	5,085 -229	-4%	-$21.4K	0.05%	37
2025 Q4	$475K	Hold	5,314	–	–	0.06%	36
2025 Q3	$464K	Sell	5,314 -119	-2%	-$10.1K	0.06%	36
2025 Q2	$454K	Sell	5,433 -817	-13%	-$64.8K	0.06%	34
2025 Q1	$473K	Sell	6,250 -1,172	-16%	-$87.6K	0.06%	34
2024 Q4	$522K	Buy	+7,422	New	+$548K	0.07%	44

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hill Investment Group Partners's IEFA Position: Q1 2026 in Review

Hill Investment Group Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.3% in Q1 2026, selling an estimated $21.4K and leaving 5,085 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #37.

Hill Investment Group Partners first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $522K in Q4 2024. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Hill Investment Group Partners held 5,085 shares of iShares Core MSCI EAFE ETF worth $460K as of Q1 2026.
Hill Investment Group Partners sold 229 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $21.4K.
iShares Core MSCI EAFE ETF made up 0.05% of Hill Investment Group Partners's portfolio in Q1 2026, its #37 holding.
Hill Investment Group Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Hill Investment Group Partners's iShares Core MSCI EAFE ETF position peaked at $522K in Q4 2024.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Hill Investment Group Partners's 13F filing for Q1 2026, filed 12 May 2026.