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Hofer & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Hofer & Associates’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
Q1 		$4.66M Buy
51,477
+1,345
+3% +$126K 2.5% 16
2025
Q4 		$4.48M Buy
50,132
+1,205
+2% +$107K 2.38% 16
2025
Q3 		$4.27M Buy
48,927
+686
+1% +$58.3K 2.45% 16
2025
Q2 		$4.03M Buy
48,241
+505
+1% +$40.1K 2.51% 17
2025
Q1 		$3.61M Buy
47,736
+682
+1% +$51K 2.45% 16
2024
Q4 		$3.31M Buy
47,054
+7,798
+20% +$575K 2.22% 19
2024
Q3 		$3.06M Buy
39,256
+59
+0.2% +$4.42K 2.11% 18
2024
Q2 		$2.85M Buy
39,197
+729
+2% +$53.6K 2.21% 18
2024
Q1 		$2.86M Buy
38,468
+1,875
+5% +$133K 2.4% 16
2023
Q4 		$2.57M Buy
36,593
+1,121
+3% +$73.9K 2.39% 16
2023
Q3 		$2.28M Buy
35,472
+702
+2% +$47K 2.34% 16
2023
Q2 		$2.35M Buy
+34,770
New +$2.36M 2.25% 17

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hofer & Associates's IEFA Position: Q1 2026 in Review

Hofer & Associates increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.7% in Q1 2026, buying an estimated $126K and bringing the position to 51,477 shares worth $4.66M. The position accounts for 2.5% of the portfolio, ranked #16.

Hofer & Associates first reported a position in IEFA in Q2 2023 and has held it in 12 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Hofer & Associates held 51,477 shares of iShares Core MSCI EAFE ETF worth $4.66M as of Q1 2026.
  • Hofer & Associates bought 1,345 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $126K.
  • iShares Core MSCI EAFE ETF made up 2.5% of Hofer & Associates's portfolio in Q1 2026, its #16 holding.
  • Hofer & Associates first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 12 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Hofer & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.