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

Hoese & 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
Q3 		$47.8K Hold
493
– – 0.03% 112
2026
Q2 		$47.6K Buy
+493
New +$47.4K 0.03% 114

Other funds holding IEFA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

Hoese & Co held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 493 shares worth $47.8K. The position accounts for 0.03% of the portfolio, ranked #112.

Hoese & Co first reported a position in IEFA in Q2 2026 and has held it in 2 quarters since. 1,604 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Hoese & Co held 493 shares of iShares Core MSCI EAFE ETF worth $47.8K as of Q3 2026.
  • Hoese & Co left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.03% of Hoese & Co's portfolio in Q3 2026, its #112 holding.
  • Hoese & Co first reported a position in iShares Core MSCI EAFE ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,604 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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