HI
IEFA icon

Hoey Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Hoey Investments’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 		– Sell
-528
Closed -$47.8K – 469
2026
Q1 		$47.8K Hold
528
– – 0.01% 155
2025
Q4 		$47.2K Hold
528
– – 0.01% 156
2025
Q3 		$46.1K Hold
528
– – 0.01% 170
2025
Q2 		$44.1K Sell
528
-81
-13% -$6.43K 0.01% 158
2025
Q1 		$46.1K Buy
+609
New +$45.5K 0.01% 147
2024
Q1 		– Sell
-261
Closed -$18.4K – 358
2023
Q4 		$18.4K Buy
+261
New +$17.2K 0.01% 177

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 22.9% 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

Hoey Investments's IEFA Position: Q2 2026 in Review

Hoey Investments sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 528 shares — an estimated $47.8K sold.

Hoey Investments first reported a position in IEFA in Q4 2023 and held it in 6 quarters. The position peaked at $47.8K in Q1 2026. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Hoey Investments reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Hoey Investments sold 528 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $47.8K.
  • Hoey Investments first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and held it in 6 quarters.
  • Hoey Investments's iShares Core MSCI EAFE ETF position peaked at $47.8K in Q1 2026.
  • 2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.