Hoxton Planning & Management
IEFA icon

Hoxton Planning & Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Hoxton Planning & Management’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 		$1.55M Sell
16,025
-1,907
-11% -$188K 0.4% 49
2026
Q2 		$1.73M Sell
17,932
-290
-2% -$27.9K 0.45% 45
2026
Q1 		$1.65M Sell
18,222
-248
-1% -$23.1K 0.5% 43
2025
Q4 		$1.65M Sell
18,470
-789
-4% -$69.8K 0.49% 43
2025
Q3 		$1.68M Sell
19,259
-1,229
-6% -$104K 0.54% 41
2025
Q2 		$1.71M Sell
20,488
-565
-3% -$44.8K 0.59% 37
2025
Q1 		$1.59M Sell
21,053
-3,632
-15% -$272K 0.61% 34
2024
Q4 		$1.73M Sell
24,685
-1,522
-6% -$112K 0.66% 30
2024
Q3 		$2.05M Buy
26,207
+13,804
+111% +$1.03M 0.79% 25
2024
Q2 		$901K Buy
12,403
+56
+0.5% +$4.12K 0.42% 40
2024
Q1 		$916K Sell
12,347
-195
-2% -$13.9K 0.44% 42
2023
Q4 		$882K Sell
12,542
-1,840
-13% -$121K 0.47% 39
2023
Q3 		$925K Sell
14,382
-1,956
-12% -$131K 0.6% 34
2023
Q2 		$1.1M Sell
16,338
-13,240
-45% -$898K 0.68% 26
2023
Q1 		$1.98M Sell
29,578
-9,056
-23% -$594K 1.09% 17
2022
Q4 		$2.38M Buy
+38,634
New +$2.27M 1.27% 15

Other funds holding IEFA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 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

Hoxton Planning & Management's IEFA Position: Q3 2026 in Review

Hoxton Planning & Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q3 2026, selling an estimated $188K and leaving 16,025 shares worth $1.55M. The position accounts for 0.4% of the portfolio, ranked #49.

Hoxton Planning & Management first reported a position in IEFA in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.38M in Q4 2022. 2,273 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Hoxton Planning & Management held 16,025 shares of iShares Core MSCI EAFE ETF worth $1.55M as of Q3 2026.
  • Hoxton Planning & Management sold 1,907 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $188K.
  • iShares Core MSCI EAFE ETF made up 0.4% of Hoxton Planning & Management's portfolio in Q3 2026, its #49 holding.
  • Hoxton Planning & Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's iShares Core MSCI EAFE ETF position peaked at $2.38M in Q4 2022.
  • 2,273 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.