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

Hubbell Strickland 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 		$8.51M Buy
88,130
+5,369
+6% +$516K 3.07% 7
2026
Q1 		$7.49M Buy
82,761
+10,249
+14% +$957K 2.99% 8
2025
Q4 		$6.49M Buy
72,512
+4,550
+7% +$402K 2.61% 8
2025
Q3 		$5.94M Buy
67,962
+2,233
+3% +$190K 2.45% 9
2025
Q2 		$5.49M Buy
65,729
+5,285
+9% +$419K 2.42% 9
2025
Q1 		$4.57M Buy
60,444
+5,332
+10% +$399K 2.16% 9
2024
Q4 		$3.87M Buy
55,112
+1,535
+3% +$113K 1.84% 11
2024
Q3 		$4.18M Buy
53,577
+813
+2% +$60.9K 1.96% 10
2024
Q2 		$3.83M Buy
52,764
+1,905
+4% +$140K 1.92% 10
2024
Q1 		$3.78M Buy
50,859
+735
+1% +$52.3K 1.91% 10
2023
Q4 		$3.53M Buy
50,124
+163
+0.3% +$10.7K 1.93% 10
2023
Q3 		$3.21M Buy
49,961
+1,234
+3% +$82.6K 1.92% 10
2023
Q2 		$3.29M Buy
48,727
+2,738
+6% +$186K 1.9% 10
2023
Q1 		$3.07M Sell
45,989
-121
-0.3% -$7.93K 1.87% 10
2022
Q4 		$2.84M Sell
46,110
-2,522
-5% -$148K 1.73% 12
2022
Q3 		$2.56M Buy
48,632
+235
+0.5% +$13.8K 1.79% 10
2022
Q2 		$2.85M Buy
48,397
+1,460
+3% +$93.7K 1.9% 11
2022
Q1 		$3.26M Buy
46,937
+189
+0.4% +$13.4K 1.94% 11
2021
Q4 		$3.49M Buy
46,748
+1,414
+3% +$106K 1.93% 10
2021
Q3 		$3.37M Buy
45,334
+829
+2% +$63.1K 2.04% 9
2021
Q2 		$3.33M Buy
44,505
+289
+0.7% +$21.8K 2% 9
2021
Q1 		$3.19M Sell
44,216
-793
-2% -$56.7K 2.05% 8
2020
Q4 		$3.11M Buy
45,009
+415
+0.9% +$26.8K 2.12% 8
2020
Q3 		$2.69M Sell
44,594
-138
-0.3% -$8.32K 2.09% 9
2020
Q2 		$2.56M Sell
44,732
-2,402
-5% -$130K 2.15% 8
2020
Q1 		$2.35M Sell
47,134
-3,140
-6% -$187K 2.39% 7
2019
Q4 		$3.28M Buy
50,274
+152
+0.3% +$9.64K 2.65% 7
2019
Q3 		$3.06M Buy
+50,122
New +$3.03M 2.65% 7

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

Hubbell Strickland Wealth Management's IEFA Position: Q2 2026 in Review

Hubbell Strickland Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.5% in Q2 2026, buying an estimated $516K and bringing the position to 88,130 shares worth $8.51M. The position accounts for 3.07% of the portfolio, ranked #7.

Hubbell Strickland Wealth Management first reported a position in IEFA in Q3 2019 and has held it in 28 quarters since. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Hubbell Strickland Wealth Management held 88,130 shares of iShares Core MSCI EAFE ETF worth $8.51M as of Q2 2026.
  • Hubbell Strickland Wealth Management bought 5,369 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $516K.
  • iShares Core MSCI EAFE ETF made up 3.07% of Hubbell Strickland Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Hubbell Strickland Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 28 quarters since.
  • 2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.