Team Hewins’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Team Hewins’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
2025 Q2	–	Sell	-5,459	Closed	-$413K	–	36
2025 Q1	$413K	Sell	5,459 -33	-0.6%	-$2.47K	0.16%	21
2024 Q4	$386K	Hold	5,492	–	–	0.15%	21
2024 Q3	$429K	Hold	5,492	–	–	0.16%	22
2024 Q2	$399K	Buy	5,492 +968	+21%	+$71.2K	0.17%	19
2024 Q1	$336K	Buy	4,524 +57	+1%	+$4.06K	0.14%	19
2023 Q4	$314K	Buy	+4,467	New	+$294K	0.14%	19
2023 Q3	–	Sell	-4,140	Closed	-$279K	–	38
2023 Q2	$279K	Hold	4,140	–	–	0.13%	20
2023 Q1	$277K	Hold	4,140	–	–	0.15%	19
2022 Q4	$255K	Buy	+4,140	New	+$244K	0.14%	21

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Team Hewins's IEFA Position: Q2 2025 in Review

Team Hewins sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 5,459 shares — an estimated $413K sold.

Team Hewins first reported a position in IEFA in Q4 2022 and held it in 9 quarters. The position peaked at $429K in Q3 2024. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

Team Hewins reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Team Hewins sold 5,459 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $413K.
Team Hewins first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 9 quarters.
Team Hewins's iShares Core MSCI EAFE ETF position peaked at $429K in Q3 2024.
2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Team Hewins's 13F filing for Q2 2025, filed 12 Aug 2025.