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 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 $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hoge Financial Services's EFA Position: Q1 2026 in Review

Hoge Financial Services reduced its iShares MSCI EAFE ETF (EFA) stake by 5.6% in Q1 2026, selling an estimated $653K and leaving 109,083 shares worth $10.6M. The position accounts for 5.67% of the portfolio, ranked #7.

Hoge Financial Services first reported a position in EFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.1M in Q4 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Hoge Financial Services held 109,083 shares of iShares MSCI EAFE ETF worth $10.6M as of Q1 2026.
Hoge Financial Services sold 6,529 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $653K.
iShares MSCI EAFE ETF made up 5.67% of Hoge Financial Services's portfolio in Q1 2026, its #7 holding.
Hoge Financial Services first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Hoge Financial Services's iShares MSCI EAFE ETF position peaked at $11.1M in Q4 2025.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.