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 Q2	$387M	Buy	4,008,471 +65,967	+2%	+$6.34M	12.73%	2
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 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

Hirtle Callaghan & Co's IEFA Position: Q2 2026 in Review

Hirtle Callaghan & Co increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.7% in Q2 2026, buying an estimated $6.34M and bringing the position to 4,008,471 shares worth $387M. The position accounts for 12.73% of the portfolio, ranked #2.

Hirtle Callaghan & Co first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Hirtle Callaghan & Co held 4,008,471 shares of iShares Core MSCI EAFE ETF worth $387M as of Q2 2026.
Hirtle Callaghan & Co bought 65,967 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $6.34M.
iShares Core MSCI EAFE ETF made up 12.73% of Hirtle Callaghan & Co's portfolio in Q2 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 31 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.