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IEFA icon

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
Q2 		$13.5M Sell
139,439
-185,727
-57% -$17.8M 0.15% 114
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 $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Horizon Investments's IEFA Position: Q2 2026 in Review

Horizon Investments reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 57% in Q2 2026, selling an estimated $17.8M and leaving 139,439 shares worth $13.5M. The position accounts for 0.15% of the portfolio, ranked #114.

Horizon Investments first reported a position in IEFA in Q3 2017 and has held it in 23 quarters since. The position peaked at $105M in Q2 2023. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Horizon Investments held 139,439 shares of iShares Core MSCI EAFE ETF worth $13.5M as of Q2 2026.
  • Horizon Investments sold 185,727 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $17.8M.
  • iShares Core MSCI EAFE ETF made up 0.15% of Horizon Investments's portfolio in Q2 2026, its #114 holding.
  • Horizon Investments first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 23 quarters since.
  • Horizon Investments's iShares Core MSCI EAFE ETF position peaked at $105M in Q2 2023.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.