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Hilltop Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Hilltop Wealth Advisors’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 		$619K Hold
6,840
– – 0.37% 30
2025
Q4 		$612K Sell
6,840
-183
-3% -$16.2K 0.31% 33
2025
Q3 		$613K Hold
7,023
– – 0.32% 34
2025
Q2 		$586K Sell
7,023
-331
-5% -$26.3K 0.33% 31
2025
Q1 		$556K Buy
7,354
+284
+4% +$21.2K 0.31% 34
2024
Q4 		$497K Hold
7,070
– – 0.25% 34
2024
Q3 		$552K Hold
7,070
– – 0.26% 36
2024
Q2 		$514K Sell
7,070
-6
-0.1% -$442 0.26% 34
2024
Q1 		$525K Sell
7,076
-182
-3% -$13K 0.27% 34
2023
Q4 		$511K Hold
7,258
– – 0.29% 29
2023
Q3 		$467K Sell
7,258
-370
-5% -$24.8K 0.36% 27
2023
Q2 		$515K Sell
7,628
-234
-3% -$15.9K 0.38% 26
2023
Q1 		$526K Sell
7,862
-140
-2% -$9.18K 0.42% 26
2022
Q4 		$493K Sell
8,002
-1,542
-16% -$90.8K 0.42% 26
2022
Q3 		$503K Hold
9,544
– – 0.52% 24
2022
Q2 		$562K Buy
9,544
+106
+1% +$6.8K 0.55% 18
2022
Q1 		$656K Buy
9,438
+85
+0.9% +$6.01K 0.56% 17
2021
Q4 		$698K Hold
9,353
– – 0.48% 19
2021
Q3 		$694K Hold
9,353
– – 0.49% 18
2021
Q2 		$700K Sell
9,353
-95
-1% -$7.17K 0.5% 16
2021
Q1 		$681K Sell
9,448
-312
-3% -$22.3K 0.52% 16
2020
Q4 		$674K Sell
9,760
-50
-0.5% -$3.23K 0.6% 14
2020
Q3 		$591K Sell
9,810
-95
-1% -$5.73K 0.6% 14
2020
Q2 		$566K Sell
9,905
-298
-3% -$16.1K 0.62% 14
2020
Q1 		$509K Sell
10,203
-14,699
-59% -$875K 0.62% 11
2019
Q4 		$1.63M Buy
+24,902
New +$1.58M 1.69% 11

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

Hilltop Wealth Advisors's IEFA Position: Q1 2026 in Review

Hilltop Wealth Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 6,840 shares worth $619K. The position accounts for 0.37% of the portfolio, ranked #30.

Hilltop Wealth Advisors first reported a position in IEFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.63M in Q4 2019. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Hilltop Wealth Advisors held 6,840 shares of iShares Core MSCI EAFE ETF worth $619K as of Q1 2026.
  • Hilltop Wealth Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.37% of Hilltop Wealth Advisors's portfolio in Q1 2026, its #30 holding.
  • Hilltop Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • Hilltop Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $1.63M in Q4 2019.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.