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 Q2	$660K	Sell	6,829 -11	-0.2%	-$1.06K	0.33%	33
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Hilltop Wealth Advisors's IEFA Position: Q2 2026 in Review

Hilltop Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.16% in Q2 2026, selling an estimated $1.06K and leaving 6,829 shares worth $660K. The position accounts for 0.33% of the portfolio, ranked #33.

Hilltop Wealth Advisors first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.63M in Q4 2019. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Hilltop Wealth Advisors held 6,829 shares of iShares Core MSCI EAFE ETF worth $660K as of Q2 2026.
Hilltop Wealth Advisors sold 11 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.06K.
iShares Core MSCI EAFE ETF made up 0.33% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Hilltop Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
Hilltop Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $1.63M in Q4 2019.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.