Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2024
Q4 		– Sell
-213,608
Closed -$16.7M – 336
2024
Q3 		$16.7M Buy
+213,608
New +$16M 0.05% 134

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's IEFA Position: Q4 2024 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2024, closing a stake of 213,608 shares — an estimated $16.7M sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in IEFA in Q3 2024 and held it in 1 quarter. The position peaked at $16.7M in Q3 2024. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 213,608 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $16.7M.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and held it in 1 quarter.
  • Barrow, Hanley, Mewhinney & Strauss's iShares Core MSCI EAFE ETF position peaked at $16.7M in Q3 2024.
  • 2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q4 2024, filed 12 Feb 2025.