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William Howard & Co Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

William Howard & Co Financial Advisors’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 		$5.41M Buy
56,013
+279
+0.5% +$26.8K 4.21% 6
2026
Q1 		$5.05M Sell
55,734
-322
-0.6% -$30.1K 4.36% 6
2025
Q4 		$5.01M Buy
56,056
+964
+2% +$85.2K 4.23% 6
2025
Q3 		$4.81M Sell
55,092
-240
-0.4% -$20.4K 4.09% 6
2025
Q2 		$4.62M Sell
55,332
-1,032
-2% -$81.9K 4.03% 6
2025
Q1 		$4.26M Sell
56,364
-2,642
-4% -$198K 4% 6
2024
Q4 		$4.15M Buy
59,006
+6,788
+13% +$501K 3.75% 6
2024
Q3 		$4.08M Buy
52,218
+1,658
+3% +$124K 3.48% 7
2024
Q2 		$3.67M Buy
50,560
+249
+0.5% +$18.3K 3.39% 8
2024
Q1 		$3.73M Buy
+50,311
New +$3.58M 3.5% 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

William Howard & Co Financial Advisors's IEFA Position: Q2 2026 in Review

William Howard & Co Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.5% in Q2 2026, buying an estimated $26.8K and bringing the position to 56,013 shares worth $5.41M. The position accounts for 4.21% of the portfolio, ranked #6.

William Howard & Co Financial Advisors first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • William Howard & Co Financial Advisors held 56,013 shares of iShares Core MSCI EAFE ETF worth $5.41M as of Q2 2026.
  • William Howard & Co Financial Advisors bought 279 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $26.8K.
  • iShares Core MSCI EAFE ETF made up 4.21% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • William Howard & Co Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.