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Relyea Zuckerberg Hanson’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Relyea Zuckerberg Hanson’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 		$9.59M Buy
99,318
+6,367
+7% +$612K 0.8% 30
2026
Q1 		$8.41M Buy
92,951
+3,604
+4% +$336K 0.85% 23
2025
Q4 		$7.99M Buy
89,347
+6,147
+7% +$544K 0.81% 29
2025
Q3 		$7.26M Buy
83,200
+215
+0.3% +$18.3K 0.76% 29
2025
Q2 		$6.93M Buy
82,985
+469
+0.6% +$37.2K 0.81% 27
2025
Q1 		$6.24M Buy
82,516
+2,045
+3% +$153K 0.84% 25
2024
Q4 		$5.66M Buy
80,471
+759
+1% +$56K 0.76% 27
2024
Q3 		$6.22M Sell
79,712
-1,727
-2% -$129K 0.95% 22
2024
Q2 		$5.92M Buy
81,439
+8,916
+12% +$656K 0.99% 19
2024
Q1 		$5.38M Buy
72,523
+5,425
+8% +$386K 0.94% 20
2023
Q4 		$4.72M Buy
67,098
+10,871
+19% +$717K 0.92% 21
2023
Q3 		$3.62M Buy
56,227
+880
+2% +$58.9K 0.83% 22
2023
Q2 		$3.74M Buy
55,347
+6,417
+13% +$435K 0.84% 21
2023
Q1 		$3.27M Buy
48,930
+1,185
+2% +$77.7K 0.8% 25
2022
Q4 		$2.94M Buy
47,745
+11,329
+31% +$667K 0.84% 22
2022
Q3 		$1.92M Sell
36,416
-7,269
-17% -$427K 0.69% 26
2022
Q2 		$2.57M Buy
43,685
+3,471
+9% +$223K 0.96% 22
2022
Q1 		$2.75M Buy
40,214
+1,273
+3% +$90K 0.9% 20
2021
Q4 		$2.81M Buy
38,941
+4,840
+14% +$364K 1.02% 19
2021
Q3 		$2.53M Buy
34,101
+256
+0.8% +$19.5K 0.98% 19
2021
Q2 		$2.53M Buy
33,845
+1,451
+4% +$110K 1.04% 21
2021
Q1 		$2.43M Sell
32,394
-1,235
-4% -$88.3K 1.07% 19
2020
Q4 		$2.32M Sell
33,629
-352
-1% -$22.8K 1.25% 18
2020
Q3 		$2.07M Sell
33,981
-7,010
-17% -$423K 1.33% 17
2020
Q2 		$2.34M Sell
40,991
-5,294
-11% -$287K 1.87% 15
2020
Q1 		$2.31M Buy
+46,285
New +$2.75M 2.53% 11

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

Relyea Zuckerberg Hanson's IEFA Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.8% in Q2 2026, buying an estimated $612K and bringing the position to 99,318 shares worth $9.59M. The position accounts for 0.8% of the portfolio, ranked #30.

Relyea Zuckerberg Hanson first reported a position in IEFA in Q1 2020 and has held it in 26 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Relyea Zuckerberg Hanson held 99,318 shares of iShares Core MSCI EAFE ETF worth $9.59M as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 6,367 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $612K.
  • iShares Core MSCI EAFE ETF made up 0.8% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #30 holding.
  • Relyea Zuckerberg Hanson first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.