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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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

Hoge Financial Services opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2026: 3,219 shares worth $291K. The stake represents 0.16% of the portfolio and ranks #59 among its holdings. This is a return to the name: Hoge Financial Services previously reported a position in IEFA as recently as Q2 2024.

Hoge Financial Services first reported a position in IEFA in Q4 2023 and has held it in 4 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Hoge Financial Services held 3,219 shares of iShares Core MSCI EAFE ETF worth $291K as of Q1 2026.
  • iShares Core MSCI EAFE ETF was a new Hoge Financial Services position in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.16% of Hoge Financial Services's portfolio in Q1 2026, its #59 holding.
  • Hoge Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 4 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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