Hoese & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

Hoese & Co’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46.7K	Hold	450	–	–	0.03%	115
2026 Q1	$43.7K	Hold	450	–	–	0.03%	99
2025 Q4	$43.2K	Hold	450	–	–	0.03%	102
2025 Q3	$42K	Hold	450	–	–	0.03%	93
2025 Q2	$40.2K	Hold	450	–	–	0.03%	106
2025 Q1	$36.8K	Hold	450	–	–	0.03%	83
2024 Q4	$34K	Hold	450	–	–	0.03%	89
2024 Q3	$37.6K	Sell	450 -260	-37%	-$20.9K	0.03%	80
2024 Q2	$57.6K	Hold	710	–	–	0.05%	58
2024 Q1	$54.8K	Hold	710	–	–	0.05%	62
2023 Q4	$51.4K	Hold	710	–	–	0.05%	61
2023 Q3	$48.9K	Hold	710	–	–	0.05%	65
2023 Q2	$51.5K	Hold	710	–	–	0.05%	71
2023 Q1	$49.2K	Hold	710	–	–	0.06%	72
2022 Q4	$48K	Hold	710	–	–	0.05%	77
2022 Q3	$40K	Hold	710	–	–	0.05%	83
2022 Q2	$44K	Hold	710	–	–	0.05%	83
2022 Q1	$52K	Buy	+710	New	+$53.1K	0.05%	82

Other funds holding EFA

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Hoese & Co's EFA Position: Q2 2026 in Review

Hoese & Co held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 450 shares worth $46.7K. The position accounts for 0.03% of the portfolio, ranked #115.

Hoese & Co first reported a position in EFA in Q1 2022 and has held it in 18 quarters since. The position peaked at $57.6K in Q2 2024. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Hoese & Co held 450 shares of iShares MSCI EAFE ETF worth $46.7K as of Q2 2026.
Hoese & Co left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.03% of Hoese & Co's portfolio in Q2 2026, its #115 holding.
Hoese & Co first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
Hoese & Co's iShares MSCI EAFE ETF position peaked at $57.6K in Q2 2024.
806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.