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DOHJ LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

DOHJ LLC’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
Q3 		– Sell
-187,450
Closed -$14.4M – 55
2025
Q2 		$14.4M Sell
187,450
-34,110
-15% -$2.71M 4.18% 4
2025
Q1 		$16.8M Sell
221,560
-331
-0.1% -$24.8K 3.83% 6
2024
Q4 		$15.6M Sell
221,891
-21,887
-9% -$1.61M 3.6% 6
2024
Q3 		$18.8M Buy
243,778
+12,880
+6% +$964K 4.39% 5
2024
Q2 		$16.8M Buy
230,898
+8,194
+4% +$603K 4.19% 5
2024
Q1 		$16.5M Buy
222,704
+21,932
+11% +$1.56M 4.39% 5
2023
Q4 		$14.1M Sell
200,772
-59,057
-23% -$3.89M 4.17% 5
2023
Q3 		$16.5M Sell
259,829
-36,380
-12% -$2.44M 7.35% 1
2023
Q2 		$20M Buy
296,209
+25,895
+10% +$1.76M 8.58% 1
2023
Q1 		$18.1M Buy
270,314
+91,390
+51% +$5.99M 9.14% 1
2022
Q4 		$11M Sell
178,924
-66,345
-27% -$3.9M 6.2% 1
2022
Q3 		$12.9M Sell
245,269
-19,629
-7% -$1.15M 8.72% 2
2022
Q2 		$15.6M Buy
264,898
+70,459
+36% +$4.52M 8.88% 1
2022
Q1 		$13.5M Sell
194,439
-5,770
-3% -$408K 6.51% 2
2021
Q4 		$14.9M Sell
200,209
-10,997
-5% -$826K 6.68% 3
2021
Q3 		$16.2M Buy
211,206
+6,849
+3% +$521K 7.65% 1
2021
Q2 		$15.3M Buy
204,357
+17,766
+10% +$1.34M 8.05% 1
2021
Q1 		$13.4M Buy
186,591
+3,901
+2% +$279K 7.82% 1
2020
Q4 		$12.9M Buy
182,690
+36,455
+25% +$2.36M 7.61% 1
2020
Q3 		$9.13M Buy
146,235
+4,903
+3% +$296K 5.72% 3
2020
Q2 		$8.46M Buy
141,332
+9,925
+8% +$538K 5.79% 3
2020
Q1 		$6.56M Buy
131,407
+5,167
+4% +$307K 6.37% 3
2019
Q4 		$8.24M Buy
+126,240
New +$8.01M 7.3% 2

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

DOHJ LLC's IEFA Position: Q3 2025 in Review

DOHJ LLC sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2025, closing a stake of 187,450 shares — an estimated $14.4M sold.

DOHJ LLC first reported a position in IEFA in Q4 2019 and held it in 23 quarters. The position peaked at $20M in Q2 2023. 2,133 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • DOHJ LLC reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 187,450 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $14.4M.
  • DOHJ LLC first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 23 quarters.
  • DOHJ LLC's iShares Core MSCI EAFE ETF position peaked at $20M in Q2 2023.
  • 2,133 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.