HCC
IEFA icon

Hirtle Callaghan & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Hirtle Callaghan & Co’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 		$357M Buy
3,942,504
+154,999
+4% +$14.5M 12.23% 2
2025
Q4 		$339M Buy
3,787,505
+75,612
+2% +$6.69M 11.54% 2
2025
Q3 		$324M Buy
3,711,893
+86,809
+2% +$7.38M 11.39% 2
2025
Q2 		$303M Sell
3,625,084
-11,300
-0.3% -$897K 11.47% 2
2025
Q1 		$275M Buy
3,636,384
+8,010
+0.2% +$599K 10.71% 2
2024
Q4 		$255M Sell
3,628,374
-26,217
-0.7% -$1.93M 10.74% 2
2024
Q3 		$285M Sell
3,654,591
-111,368
-3% -$8.34M 11.54% 2
2024
Q2 		$274M Sell
3,765,959
-26,545
-0.7% -$1.95M 11.79% 2
2024
Q1 		$281M Buy
3,792,504
+125,968
+3% +$8.97M 12% 2
2023
Q4 		$258M Buy
3,666,536
+23,851
+0.7% +$1.57M 11.76% 2
2023
Q3 		$234M Buy
3,642,685
+96,608
+3% +$6.47M 11.71% 2
2023
Q2 		$239M Buy
3,546,077
+321,726
+10% +$21.8M 11.42% 2
2023
Q1 		$216M Buy
3,224,351
+668,603
+26% +$43.8M 10.73% 2
2022
Q4 		$158M Buy
2,555,748
+11,521
+0.5% +$678K 9.65% 2
2022
Q3 		$134M Buy
2,544,227
+37,114
+1% +$2.18M 9.59% 3
2022
Q2 		$148M Buy
2,507,113
+224,920
+10% +$14.4M 8.75% 3
2022
Q1 		$159M Buy
2,282,193
+434,657
+24% +$30.7M 7.68% 6
2021
Q4 		$138M Buy
1,847,536
+79,741
+5% +$5.99M 6.95% 6
2021
Q3 		$131M Buy
1,767,795
+59,957
+4% +$4.56M 7.4% 6
2021
Q2 		$128M Buy
1,707,838
+20,103
+1% +$1.52M 7.47% 6
2021
Q1 		$122M Buy
1,687,735
+33,283
+2% +$2.38M 7.98% 6
2020
Q4 		$115M Sell
1,654,452
-13,141
-0.8% -$850K 8.69% 3
2020
Q3 		$101M Buy
1,667,593
+22,506
+1% +$1.36M 7.48% 6
2020
Q2 		$94M Buy
1,645,087
+1,609,286
+4,495% +$87.2M 5.72% 7
2020
Q1 		$1.79M Buy
35,801
+35,532
+13,209% +$2.11M 0.14% 20
2019
Q4 		$18K Hold
269
– – ﹤0.01% 37
2019
Q3 		$16K Hold
269
– – ﹤0.01% 37
2019
Q2 		$17K Hold
269
– – ﹤0.01% 39
2019
Q1 		$16K Hold
269
– – ﹤0.01% 38
2018
Q4 		$15K Buy
+269
New +$15.8K ﹤0.01% 105

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

Hirtle Callaghan & Co's IEFA Position: Q1 2026 in Review

Hirtle Callaghan & Co increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.1% in Q1 2026, buying an estimated $14.5M and bringing the position to 3,942,504 shares worth $357M. The position accounts for 12.23% of the portfolio, ranked #2.

Hirtle Callaghan & Co first reported a position in IEFA in Q4 2018 and has held it in 30 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Hirtle Callaghan & Co held 3,942,504 shares of iShares Core MSCI EAFE ETF worth $357M as of Q1 2026.
  • Hirtle Callaghan & Co bought 154,999 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $14.5M.
  • iShares Core MSCI EAFE ETF made up 12.23% of Hirtle Callaghan & Co's portfolio in Q1 2026, its #2 holding.
  • Hirtle Callaghan & Co first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2026, filed 13 May 2026.