HWM
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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

HRC Wealth Management's IEFA Position: Q2 2026 in Review

HRC Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.03% in Q2 2026, selling an estimated $288 and leaving 10,262 shares worth $991K. The position accounts for 0.41% of the portfolio, ranked #21.

HRC Wealth Management first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. 1,261 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • HRC Wealth Management held 10,262 shares of iShares Core MSCI EAFE ETF worth $991K as of Q2 2026.
  • HRC Wealth Management sold 3 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $288.
  • iShares Core MSCI EAFE ETF made up 0.41% of HRC Wealth Management's portfolio in Q2 2026, its #21 holding.
  • HRC Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,261 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.