Hofer & Associates
IEFA icon

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
Q3 		$3.64M Sell
37,547
-16,064
-30% -$1.59M 2.54% 15
2026
Q2 		$5.18M Buy
53,611
+2,134
+4% +$205K 2.5% 16
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Hofer & Associates's IEFA Position: Q3 2026 in Review

Hofer & Associates reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 30% in Q3 2026, selling an estimated $1.59M and leaving 37,547 shares worth $3.64M. The position accounts for 2.54% of the portfolio, ranked #15.

Hofer & Associates first reported a position in IEFA in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.18M in Q2 2026. 792 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Hofer & Associates held 37,547 shares of iShares Core MSCI EAFE ETF worth $3.64M as of Q3 2026.
  • Hofer & Associates sold 16,064 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $1.59M.
  • iShares Core MSCI EAFE ETF made up 2.54% of Hofer & Associates's portfolio in Q3 2026, its #15 holding.
  • Hofer & Associates first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 14 quarters since.
  • Hofer & Associates's iShares Core MSCI EAFE ETF position peaked at $5.18M in Q2 2026.
  • 792 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.