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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hubbell Strickland Wealth Management's IEFA Position: Q1 2026 in Review

Hubbell Strickland Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q1 2026, buying an estimated $957K and bringing the position to 82,761 shares worth $7.49M. The position accounts for 2.99% of the portfolio, ranked #8.

Hubbell Strickland Wealth Management first reported a position in IEFA in Q3 2019 and has held it in 27 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Hubbell Strickland Wealth Management held 82,761 shares of iShares Core MSCI EAFE ETF worth $7.49M as of Q1 2026.
  • Hubbell Strickland Wealth Management bought 10,249 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $957K.
  • iShares Core MSCI EAFE ETF made up 2.99% of Hubbell Strickland Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Hubbell Strickland Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 27 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.