Hoge Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Hoge Financial Services’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 Q2	$11.4M	Buy	109,261 +178	+0.2%	+$18.3K	5.43%	6
2026 Q1	$10.6M	Sell	109,083 -6,529	-6%	-$653K	5.67%	7
2025 Q4	$11.1M	Buy	115,612 +5,852	+5%	+$555K	5.98%	5
2025 Q3	$10.2M	Sell	109,760 -3,012	-3%	-$274K	5.87%	5
2025 Q2	$10.1M	Buy	112,772 +2,577	+2%	+$220K	6.28%	5
2025 Q1	$9.01M	Buy	110,195 +3,380	+3%	+$272K	6.3%	5
2024 Q4	$8.08M	Buy	106,815 +1,217	+1%	+$96.4K	5.91%	6
2024 Q3	$8.83M	Sell	105,598 -967	-0.9%	-$77.8K	6.65%	5
2024 Q2	$8.35M	Sell	106,565 -1,258	-1%	-$99.7K	6.84%	4
2024 Q1	$8.61M	Sell	107,823 -6,962	-6%	-$532K	7.03%	4
2023 Q4	$8.65M	Buy	+114,785	New	+$8.11M	8.67%	4

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Hoge Financial Services's EFA Position: Q2 2026 in Review

Hoge Financial Services increased its iShares MSCI EAFE ETF (EFA) stake by 0.16% in Q2 2026, buying an estimated $18.3K and bringing the position to 109,261 shares worth $11.4M. The position accounts for 5.43% of the portfolio, ranked #6.

Hoge Financial Services first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Hoge Financial Services held 109,261 shares of iShares MSCI EAFE ETF worth $11.4M as of Q2 2026.
Hoge Financial Services bought 178 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $18.3K.
iShares MSCI EAFE ETF made up 5.43% of Hoge Financial Services's portfolio in Q2 2026, its #6 holding.
Hoge Financial Services first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.