Marble Harbor Investment Counsel’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Marble Harbor Investment Counsel’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	$582K	Buy	6,426 +2,003	+45%	+$187K	0.06%	106
2025 Q4	$396K	Hold	4,423	–	–	0.04%	142
2025 Q3	$386K	Hold	4,423	–	–	0.04%	146
2025 Q2	$369K	Hold	4,423	–	–	0.04%	151
2025 Q1	$335K	Sell	4,423 -800	-15%	-$59.8K	0.04%	160
2024 Q4	$367K	Hold	5,223	–	–	0.04%	167
2024 Q3	$408K	Sell	5,223 -400	-7%	-$29.9K	0.04%	156
2024 Q2	$408K	Sell	5,623 -62	-1%	-$4.56K	0.05%	144
2024 Q1	$422K	Buy	5,685 +804	+16%	+$57.2K	0.05%	144
2023 Q4	$343K	Hold	4,881	–	–	0.04%	152
2023 Q3	$314K	Buy	+4,881	New	+$327K	0.04%	151

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Marble Harbor Investment Counsel's IEFA Position: Q1 2026 in Review

Marble Harbor Investment Counsel increased its iShares Core MSCI EAFE ETF (IEFA) stake by 45% in Q1 2026, buying an estimated $187K and bringing the position to 6,426 shares worth $582K. The position accounts for 0.06% of the portfolio, ranked #106.

Marble Harbor Investment Counsel first reported a position in IEFA in Q3 2023 and has held it in 11 quarters since. 2,399 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Marble Harbor Investment Counsel held 6,426 shares of iShares Core MSCI EAFE ETF worth $582K as of Q1 2026.
Marble Harbor Investment Counsel bought 2,003 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $187K.
iShares Core MSCI EAFE ETF made up 0.06% of Marble Harbor Investment Counsel's portfolio in Q1 2026, its #106 holding.
Marble Harbor Investment Counsel first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 11 quarters since.
2,399 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Marble Harbor Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.