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

Hopwood 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
2025
Q4 		– Sell
-358
Closed -$31.3K – 171
2025
Q3 		$31.3K Sell
358
-20
-5% -$1.7K 0.02% 183
2025
Q2 		$31.6K Hold
378
– – 0.02% 173
2025
Q1 		$28.6K Sell
378
-15
-4% -$1.12K 0.02% 184
2024
Q4 		$27.6K Buy
+393
New +$29K 0.02% 183

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Hopwood Financial Services's IEFA Position: Q4 2025 in Review

Hopwood Financial Services sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2025, closing a stake of 358 shares — an estimated $31.3K sold.

Hopwood Financial Services first reported a position in IEFA in Q4 2024 and held it in 4 quarters. The position peaked at $31.6K in Q2 2025. 2,344 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

  • Hopwood Financial Services reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 358 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $31.3K.
  • Hopwood Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's iShares Core MSCI EAFE ETF position peaked at $31.6K in Q2 2025.
  • 2,344 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.