HFS
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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
Q2 		$1.83M Sell
18,933
-50
-0.3% -$4.8K 0.18% 59
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% -$99.9K 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

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Howard Financial Services's IEFA Position: Q2 2026 in Review

Howard Financial Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.26% in Q2 2026, selling an estimated $4.8K and leaving 18,933 shares worth $1.83M. The position accounts for 0.18% of the portfolio, ranked #59.

Howard Financial Services first reported a position in IEFA in Q4 2018 and has held it in 23 quarters since. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Howard Financial Services held 18,933 shares of iShares Core MSCI EAFE ETF worth $1.83M as of Q2 2026.
  • Howard Financial Services sold 50 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.8K.
  • iShares Core MSCI EAFE ETF made up 0.18% of Howard Financial Services's portfolio in Q2 2026, its #59 holding.
  • Howard Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 23 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.