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

Hoge Financial Services’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	$305K	Sell	3,154 -65	-2%	-$6.24K	0.15%	62
2026 Q1	$291K	Buy	+3,219	New	+$300K	0.16%	59
2024 Q3	–	Sell	-3,538	Closed	-$257K	–	55
2024 Q2	$257K	Buy	3,538 +63	+2%	+$4.64K	0.21%	42
2024 Q1	$258K	Hold	3,475	–	–	0.21%	44
2023 Q4	$244K	Buy	+3,475	New	+$229K	0.25%	38

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Hoge Financial Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2% in Q2 2026, selling an estimated $6.24K and leaving 3,154 shares worth $305K. The position accounts for 0.15% of the portfolio, ranked #62.

Hoge Financial Services first reported a position in IEFA in Q4 2023 and has held it in 5 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Hoge Financial Services held 3,154 shares of iShares Core MSCI EAFE ETF worth $305K as of Q2 2026.
Hoge Financial Services sold 65 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $6.24K.
iShares Core MSCI EAFE ETF made up 0.15% of Hoge Financial Services's portfolio in Q2 2026, its #62 holding.
Hoge Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 5 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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