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HM Payson & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

HM Payson & 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 		$1.92M Buy
19,926
+625
+3% +$60K 0.03% 173
2026
Q1 		$1.75M Buy
19,301
+3,899
+25% +$364K 0.03% 170
2025
Q4 		$1.38M Buy
15,402
+1,584
+11% +$140K 0.02% 186
2025
Q3 		$1.21M Sell
13,818
-1,127
-8% -$95.8K 0.02% 198
2025
Q2 		$1.25M Buy
14,945
+3,213
+27% +$255K 0.02% 190
2025
Q1 		$888K Sell
11,732
-4,770
-29% -$357K 0.02% 225
2024
Q4 		$1.16M Buy
16,502
+4,379
+36% +$323K 0.02% 200
2024
Q3 		$946K Buy
12,123
+5,354
+79% +$401K 0.02% 221
2024
Q2 		$492K Sell
6,769
-291
-4% -$21.4K 0.01% 275
2024
Q1 		$524K Buy
7,060
+56
+0.8% +$3.99K 0.01% 282
2023
Q4 		$493K Sell
7,004
-5,353
-43% -$353K 0.01% 276
2023
Q3 		$795K Buy
12,357
+487
+4% +$32.6K 0.02% 219
2023
Q2 		$801K Sell
11,870
-475
-4% -$32.2K 0.02% 215
2023
Q1 		$825K Buy
12,345
+2,366
+24% +$155K 0.02% 207
2022
Q4 		$615K Buy
9,979
+2,558
+34% +$151K 0.02% 228
2022
Q3 		$391K Sell
7,421
-318
-4% -$18.7K 0.01% 271
2022
Q2 		$455K Sell
7,739
-8,832
-53% -$567K 0.01% 255
2022
Q1 		$1.15M Sell
16,571
-333
-2% -$23.6K 0.03% 191
2021
Q4 		$1.26M Buy
16,904
+1,201
+8% +$90.3K 0.03% 191
2021
Q3 		$1.17M Buy
15,703
+117
+0.8% +$8.9K 0.03% 190
2021
Q2 		$1.17M Sell
15,586
-675
-4% -$51K 0.03% 200
2021
Q1 		$1.17M Sell
16,261
-110
-0.7% -$7.86K 0.03% 191
2020
Q4 		$1.13M Buy
16,371
+7,904
+93% +$511K 0.03% 194
2020
Q3 		$510K Buy
8,467
+520
+7% +$31.4K 0.02% 249
2020
Q2 		$454K Buy
7,947
+4,281
+117% +$232K 0.02% 240
2020
Q1 		$183K Buy
3,666
+80
+2% +$4.76K 0.01% 332
2019
Q4 		$234K Sell
3,586
-1,291
-26% -$81.9K 0.01% 365
2019
Q3 		$298K Buy
4,877
+2,702
+124% +$163K 0.01% 325
2019
Q2 		$134K Buy
+2,175
New +$133K ﹤0.01% 456

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HM Payson & Co's IEFA Position: Q2 2026 in Review

HM Payson & Co increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.2% in Q2 2026, buying an estimated $60K and bringing the position to 19,926 shares worth $1.92M. The position accounts for 0.03% of the portfolio, ranked #173.

HM Payson & Co first reported a position in IEFA in Q2 2019 and has held it in 29 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • HM Payson & Co held 19,926 shares of iShares Core MSCI EAFE ETF worth $1.92M as of Q2 2026.
  • HM Payson & Co bought 625 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $60K.
  • iShares Core MSCI EAFE ETF made up 0.03% of HM Payson & Co's portfolio in Q2 2026, its #173 holding.
  • HM Payson & Co first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.