Hill Island Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Hill Island Financial’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	$1.24M	Sell	13,668 -108	-0.8%	-$10.1K	0.3%	28
2025 Q4	$1.23M	Sell	13,776 -227	-2%	-$20.1K	0.29%	29
2025 Q3	$1.22M	Hold	14,003	–	–	0.31%	29
2025 Q2	$1.17M	Hold	14,003	–	–	0.33%	26
2025 Q1	$1.06M	Sell	14,003 -144	-1%	-$10.8K	0.31%	28
2024 Q4	$994K	Buy	14,147 +387	+3%	+$28.6K	0.29%	35
2024 Q3	$1.07M	Buy	13,760 +1,175	+9%	+$88K	0.32%	28
2024 Q2	$914K	Buy	12,585 +226	+2%	+$16.6K	0.3%	29
2024 Q1	$917K	Hold	12,359	–	–	0.3%	27
2023 Q4	$869K	Buy	12,359 +8,752	+243%	+$577K	0.3%	30
2023 Q3	$232K	Hold	3,607	–	–	0.09%	47
2023 Q2	$243K	Hold	3,607	–	–	0.09%	51
2023 Q1	$245K	Hold	3,607	–	–	0.1%	50
2022 Q4	$222K	Buy	+3,607	New	+$212K	0.1%	57
2022 Q3	–	Sell	-3,588	Closed	-$211K	–	50
2022 Q2	$211K	Buy	3,588 +79	+2%	+$5.07K	0.09%	46
2022 Q1	$244K	Buy	3,509 +5	+0.1%	+$354	0.09%	47
2021 Q4	$262K	Buy	+3,504	New	+$263K	0.09%	48

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 Island Financial's IEFA Position: Q1 2026 in Review

Hill Island Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.78% in Q1 2026, selling an estimated $10.1K and leaving 13,668 shares worth $1.24M. The position accounts for 0.3% of the portfolio, ranked #28.

Hill Island Financial first reported a position in IEFA in Q4 2021 and has held it in 17 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Hill Island Financial held 13,668 shares of iShares Core MSCI EAFE ETF worth $1.24M as of Q1 2026.
Hill Island Financial sold 108 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $10.1K.
iShares Core MSCI EAFE ETF made up 0.3% of Hill Island Financial's portfolio in Q1 2026, its #28 holding.
Hill Island Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 17 quarters since.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Hill Island Financial's 13F filing for Q1 2026, filed 13 May 2026.