Howard Financial Services
IEFA icon

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

Howard 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
Q3 		$1.77M Sell
18,226
-408
-2% -$40.3K 0.19% 52
2026
Q2 		$1.8M Sell
18,634
-349
-2% -$33.5K 0.19% 50
2026
Q1 		$1.72M Sell
18,983
-396
-2% -$37K 0.19% 54
2025
Q4 		$1.73M Sell
19,379
-143
-0.7% -$12.6K 0.2% 53
2025
Q3 		$1.7M Sell
19,522
-6
-0% -$510 0.21% 50
2025
Q2 		$1.63M Buy
19,528
+48
+0.2% +$3.81K 0.21% 49
2025
Q1 		$1.47M Sell
19,480
-1,336
-6% -$100K 0.2% 50
2024
Q4 		$1.46M Sell
20,816
-1,141
-5% -$84.2K 0.2% 52
2024
Q3 		$1.71M Sell
21,957
-612
-3% -$45.8K 0.25% 44
2024
Q2 		$1.64M Sell
22,569
-6
-0% -$442 0.27% 44
2024
Q1 		$1.68M Sell
22,575
-201
-0.9% -$14.3K 0.29% 42
2023
Q4 		$1.6M Buy
22,776
+967
+4% +$63.7K 0.31% 42
2023
Q3 		$1.4M Sell
21,809
-309
-1% -$20.7K 0.32% 42
2023
Q2 		$1.49M Buy
22,118
+526
+2% +$35.7K 0.36% 36
2023
Q1 		$1.44M Sell
21,592
-840
-4% -$55.1K 0.35% 36
2022
Q4 		$1.38M Buy
22,432
+4,839
+28% +$285K 0.36% 38
2022
Q3 		$927K Buy
+17,593
New +$1.03M 0.3% 44
2021
Q2 		– Sell
-2,922
Closed -$211K – 129
2021
Q1 		$211K Sell
2,922
-235
-7% -$16.8K 0.09% 113
2020
Q4 		$218K Buy
+3,157
New +$204K 0.11% 100
2020
Q1 		– Sell
-3,742
Closed -$244K – 118
2019
Q4 		$244K Sell
3,742
-400
-10% -$25.4K 0.15% 80
2019
Q3 		$253K Buy
4,142
+39
+1% +$2.35K 0.17% 76
2019
Q2 		$252K Buy
4,103
+29
+0.7% +$1.78K 0.17% 74
2019
Q1 		$248K Sell
4,074
-3,159
-44% -$186K 0.18% 76
2018
Q4 		$398K Buy
+7,233
New +$424K 0.31% 57

Other funds holding IEFA

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Howard Financial Services's IEFA Position: Q3 2026 in Review

Howard Financial Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.2% in Q3 2026, selling an estimated $40.3K and leaving 18,226 shares worth $1.77M. The position accounts for 0.19% of the portfolio, ranked #52.

Howard Financial Services first reported a position in IEFA in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.8M in Q2 2026. 2,186 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Howard Financial Services held 18,226 shares of iShares Core MSCI EAFE ETF worth $1.77M as of Q3 2026.
  • Howard Financial Services sold 408 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $40.3K.
  • iShares Core MSCI EAFE ETF made up 0.19% of Howard Financial Services's portfolio in Q3 2026, its #52 holding.
  • Howard Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 24 quarters since.
  • Howard Financial Services's iShares Core MSCI EAFE ETF position peaked at $1.8M in Q2 2026.
  • 2,186 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.