IEFA — iShares Core MSCI EAFE ETF

Ownership history in Hirtle Callaghan & Co LLC  ·  29 quarters on record

AI Ownership Summary

Hirtle Callaghan & Co LLC reported iShares Core MSCI EAFE ETF (IEFA) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 12.0% in 2024 Q1. The latest visible filing shows IEFA at 11.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IEFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hirtle Callaghan & Co LLC's position in iShares Core MSCI EAFE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IEFA was reported at 11.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IEFA stock page Hirtle Callaghan & Co LLC fund profile Hirtle Callaghan & Co LLC full holdings
How Hirtle Callaghan & Co LLC held IEFA — position size vs. price
% of Fund (quarterly)    IEFA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 3,787,505 +75,612 +2.0% 11.54% $338.8M 2026-02-14 (Est.) $97.28
2025 Q3 ADDED 3,711,893 +86,809 +2.4% 11.39% $324.1M 2025-11-13 $87.23
2025 Q2 REDUCED 3,625,084 -11,300 -0.3% 11.47% $302.6M 2025-08-14 $83.98
2025 Q1 ADDED 3,636,384 +8,010 +0.2% 10.71% $275.1M 2025-05-12 $77.39
2024 Q4 REDUCED 3,628,374 -26,217 -0.7% 10.74% $255.0M 2025-02-11 $72.11
2024 Q3 REDUCED 3,654,591 -111,368 -3.0% 11.54% $285.2M 2024-11-13 $68.33
2024 Q2 REDUCED 3,765,959 -26,545 -0.7% 11.79% $273.6M 2024-08-13 $69.42
2024 Q1 ADDED 3,792,504 +125,968 +3.4% 12.00% $281.5M 2024-05-10 $69.62
2023 Q4 ADDED 3,666,536 +23,851 +0.7% 11.76% $257.9M 2024-02-13 $64.45
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IEFA

As of 2026 Q1 — sorted by position size

Stash Investments, LLC 17.99% Stairway Partners, LLC 3Y 7Y 14.48% Global Wealth Strategies & Associates 3Y 10.83% First Financial Bank - Trust Division 3Y 7Y 9.99% Bangor Savings Bank 3Y 7Y 8.12% IFS Advisors, LLC 3Y 7.16% Aspect Partners, LLC 6.45% PRIVATE CLIENT SERVICES, LLC 6.27% Hickory Point Bank & Trust 5.33% Fragasso Financial Advisors Inc 3Y 7Y 5.12%

FAQ About Hirtle Callaghan & Co LLC and IEFA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hirtle Callaghan & Co LLC reported owning IEFA?

Hirtle Callaghan & Co LLC reported IEFA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IEFA position in Hirtle Callaghan & Co LLC's portfolio?

The largest reported portfolio weight for IEFA was 12.00% in 2024 Q1.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2025 Q4, when Hirtle Callaghan & Co LLC reported 3,787,505 shares, equal to 11.54% of portfolio, with an estimated market value of $338.8M.

What does the chart on this IEFA ownership page compare?

The chart compares Hirtle Callaghan & Co LLC's quarterly IEFA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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