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HUB Investment Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

HUB Investment Partners’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 		$1.71M Sell
17,700
-647
-4% -$62.1K 0.03% 322
2026
Q1 		$1.66M Buy
18,347
+3,624
+25% +$338K 0.04% 276
2025
Q4 		$1.32M Sell
14,723
-1,496
-9% -$132K 0.03% 257
2025
Q3 		$1.42M Buy
16,219
+4,540
+39% +$386K 0.05% 230
2025
Q2 		$975K Buy
11,679
+1,034
+10% +$82.1K 0.03% 271
2025
Q1 		$805K Buy
10,645
+1,144
+12% +$85.5K 0.03% 256
2024
Q4 		$668K Sell
9,501
-777
-8% -$57.3K 0.03% 271
2024
Q3 		$802K Buy
10,278
+4,051
+65% +$303K 0.04% 226
2024
Q2 		$452K Sell
6,227
-941
-13% -$69.2K 0.02% 299
2024
Q1 		$532K Buy
7,168
+1,960
+38% +$140K 0.03% 270
2023
Q4 		$366K Sell
5,208
-625
-11% -$41.2K 0.03% 279
2023
Q3 		$375K Sell
5,833
-79
-1% -$5.29K 0.06% 172
2023
Q2 		$399K Buy
5,912
+45
+0.8% +$3.05K 0.07% 159
2023
Q1 		$392K Sell
5,867
-2,047
-26% -$134K 0.08% 148
2022
Q4 		$488K Sell
7,914
-244
-3% -$14.4K 0.11% 87
2022
Q3 		$430K Buy
8,158
+840
+11% +$49.4K 0.13% 109
2022
Q2 		$431K Buy
7,318
+301
+4% +$19.3K 0.13% 112
2022
Q1 		$488K Sell
7,017
-994
-12% -$70.3K 0.11% 121
2021
Q4 		$598K Buy
8,011
+1,971
+33% +$148K 0.14% 112
2021
Q3 		$448K Buy
6,040
+1,487
+33% +$113K 0.11% 135
2021
Q2 		$341K Sell
4,553
-118
-3% -$8.91K 0.09% 148
2021
Q1 		$337K Buy
4,671
+81
+2% +$5.79K 0.1% 153
2020
Q4 		$277K Buy
+4,590
New +$297K 0.13% 125

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HUB Investment Partners's IEFA Position: Q2 2026 in Review

HUB Investment Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.5% in Q2 2026, selling an estimated $62.1K and leaving 17,700 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #322.

HUB Investment Partners first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • HUB Investment Partners held 17,700 shares of iShares Core MSCI EAFE ETF worth $1.71M as of Q2 2026.
  • HUB Investment Partners sold 647 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $62.1K.
  • iShares Core MSCI EAFE ETF made up 0.03% of HUB Investment Partners's portfolio in Q2 2026, its #322 holding.
  • HUB Investment Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.