HRC Wealth Management
IEFA icon

HRC Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

HRC Wealth 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 		$1.23M Buy
12,734
+2,472
+24% +$244K 0.49% 18
2026
Q2 		$991K Sell
10,262
-3
-0% -$288 0.41% 21
2026
Q1 		$929K Buy
10,265
+4,991
+95% +$466K 0.44% 18
2025
Q4 		$472K Buy
5,274
+169
+3% +$14.9K 0.23% 37
2025
Q3 		$446K Buy
5,105
+29
+0.6% +$2.46K 0.22% 35
2025
Q2 		$424K Buy
5,076
+382
+8% +$30.3K 0.23% 34
2025
Q1 		$355K Hold
4,694
– – 0.22% 37
2024
Q4 		$330K Buy
4,694
+209
+5% +$15.4K 0.2% 39
2024
Q3 		$350K Hold
4,485
– – 0.23% 29
2024
Q2 		$326K Buy
+4,485
New +$330K 0.22% 30

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

HRC Wealth Management's IEFA Position: Q3 2026 in Review

HRC Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 24% in Q3 2026, buying an estimated $244K and bringing the position to 12,734 shares worth $1.23M. The position accounts for 0.49% of the portfolio, ranked #18.

HRC Wealth Management first reported a position in IEFA in Q2 2024 and has held it in 10 quarters since. 2,273 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • HRC Wealth Management held 12,734 shares of iShares Core MSCI EAFE ETF worth $1.23M as of Q3 2026.
  • HRC Wealth Management bought 2,472 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $244K.
  • iShares Core MSCI EAFE ETF made up 0.49% of HRC Wealth Management's portfolio in Q3 2026, its #18 holding.
  • HRC Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 10 quarters since.
  • 2,273 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.