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Horizon Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Horizon Investments’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
Q1 		$29.4M Buy
325,166
+205,506
+172% +$19.2M 0.33% 50
2025
Q4 		$10.7M Sell
119,660
-42,090
-26% -$3.72M 0.14% 126
2025
Q3 		$14.1M Buy
161,750
+28,606
+21% +$2.43M 0.19% 98
2025
Q2 		$11.1M Sell
133,144
-80,450
-38% -$6.38M 0.18% 93
2025
Q1 		$16.2M Buy
213,594
+76,621
+56% +$5.73M 0.48% 36
2024
Q4 		$9.63M Sell
136,973
-15,473
-10% -$1.14M 0.28% 51
2024
Q3 		$11.9M Sell
152,446
-38,139
-20% -$2.85M 0.32% 38
2024
Q2 		$13.8M Sell
190,585
-3,525
-2% -$259K 0.38% 36
2024
Q1 		$14.4M Sell
194,110
-993,871
-84% -$70.7M 0.38% 36
2023
Q4 		$83.6M Sell
1,187,981
-136,293
-10% -$8.98M 2.33% 8
2023
Q3 		$85.2M Sell
1,324,274
-225,354
-15% -$15.1M 2.59% 9
2023
Q2 		$105M Buy
1,549,628
+1,412,546
+1,030% +$95.8M 3.01% 10
2023
Q1 		$9.16M Buy
137,082
+40,538
+42% +$2.66M 0.27% 44
2022
Q4 		$5.95M Buy
96,544
+54,684
+131% +$3.22M 0.17% 69
2022
Q3 		$2.21M Sell
41,860
-33,072
-44% -$1.94M 0.07% 105
2022
Q2 		$4.41M Sell
74,932
-2,088
-3% -$134K 0.14% 66
2022
Q1 		$5.35M Buy
77,020
+4,725
+7% +$334K 0.15% 73
2021
Q4 		$5.4M Sell
72,295
-2,117
-3% -$159K 0.16% 71
2021
Q3 		$5.53M Sell
74,412
-70,394
-49% -$5.36M 0.14% 76
2021
Q2 		$10.8M Buy
144,806
+83,300
+135% +$6.29M 0.32% 44
2021
Q1 		$4.43M Buy
+61,506
New +$4.4M 0.16% 57
2017
Q4 		– Sell
-1,622,931
Closed -$98.7M – 199
2017
Q3 		$98.7M Buy
+1,622,931
New +$102M 5.67% 5

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Horizon Investments's IEFA Position: Q1 2026 in Review

Horizon Investments increased its iShares Core MSCI EAFE ETF (IEFA) stake by 172% in Q1 2026, buying an estimated $19.2M and bringing the position to 325,166 shares worth $29.4M. The position accounts for 0.33% of the portfolio, ranked #50.

Horizon Investments first reported a position in IEFA in Q3 2017 and has held it in 22 quarters since. The position peaked at $105M in Q2 2023. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Horizon Investments held 325,166 shares of iShares Core MSCI EAFE ETF worth $29.4M as of Q1 2026.
  • Horizon Investments bought 205,506 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $19.2M.
  • iShares Core MSCI EAFE ETF made up 0.33% of Horizon Investments's portfolio in Q1 2026, its #50 holding.
  • Horizon Investments first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 22 quarters since.
  • Horizon Investments's iShares Core MSCI EAFE ETF position peaked at $105M in Q2 2023.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.