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 Q3	$46.8K	Hold	450	–	–	0.03%	114
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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

New York University New York $314M AUM 25.02% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Hoese & Co's EFA Position: Q3 2026 in Review

Hoese & Co held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 450 shares worth $46.8K. The position accounts for 0.03% of the portfolio, ranked #114.

Hoese & Co first reported a position in EFA in Q1 2022 and has held it in 19 quarters since. The position peaked at $57.6K in Q2 2024. 773 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Hoese & Co held 450 shares of iShares MSCI EAFE ETF worth $46.8K as of Q3 2026.
Hoese & Co left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
iShares MSCI EAFE ETF made up 0.03% of Hoese & Co's portfolio in Q3 2026, its #114 holding.
Hoese & Co first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 19 quarters since.
Hoese & Co's iShares MSCI EAFE ETF position peaked at $57.6K in Q2 2024.
773 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.