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 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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hoxton Planning & Management's IEFA Position: Q2 2026 in Review

Hoxton Planning & Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.6% in Q2 2026, selling an estimated $27.9K and leaving 17,932 shares worth $1.73M. The position accounts for 0.45% of the portfolio, ranked #45.

Hoxton Planning & Management first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.38M in Q4 2022. 632 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Hoxton Planning & Management held 17,932 shares of iShares Core MSCI EAFE ETF worth $1.73M as of Q2 2026.
Hoxton Planning & Management sold 290 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $27.9K.
iShares Core MSCI EAFE ETF made up 0.45% of Hoxton Planning & Management's portfolio in Q2 2026, its #45 holding.
Hoxton Planning & Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
Hoxton Planning & Management's iShares Core MSCI EAFE ETF position peaked at $2.38M in Q4 2022.
632 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.