DLHL
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Donald L. Hagan LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Donald L. Hagan 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
2023
Q1 		– Sell
-14,222
Closed -$877K – 109
2022
Q4 		$877K Sell
14,222
-2,133
-13% -$126K 0.55% 45
2022
Q3 		$861K Sell
16,355
-405
-2% -$23.8K 0.61% 36
2022
Q2 		$986K Sell
16,760
-3,822
-19% -$245K 0.63% 35
2022
Q1 		$1.43M Buy
20,582
+1,788
+10% +$126K 0.81% 24
2021
Q4 		$1.4M Buy
18,794
+414
+2% +$31.1K 0.72% 24
2021
Q3 		$1.36M Sell
18,380
-580
-3% -$44.1K 0.79% 24
2021
Q2 		$1.42M Buy
18,960
+3,400
+22% +$257K 0.84% 22
2021
Q1 		$1.12M Buy
15,560
+3,650
+31% +$261K 0.74% 26
2020
Q4 		$823K Sell
11,910
-1,536
-11% -$99.3K 0.6% 31
2020
Q3 		$811K Buy
13,446
+7,783
+137% +$469K 0.64% 29
2020
Q2 		$324K Sell
5,663
-5,986
-51% -$324K 0.28% 66
2020
Q1 		$590K Buy
11,649
+2,264
+24% +$135K 0.53% 56
2019
Q4 		$616K Sell
9,385
-182
-2% -$11.5K 0.54% 59
2019
Q3 		$594K Buy
+9,567
New +$577K 0.49% 59

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Donald L. Hagan LLC's IEFA Position: Q1 2023 in Review

Donald L. Hagan LLC sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 14,222 shares — an estimated $877K sold.

Donald L. Hagan LLC first reported a position in IEFA in Q3 2019 and held it in 14 quarters. The position peaked at $1.43M in Q1 2022. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

  • Donald L. Hagan LLC reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Donald L. Hagan LLC sold 14,222 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $877K.
  • Donald L. Hagan LLC first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and held it in 14 quarters.
  • Donald L. Hagan LLC's iShares Core MSCI EAFE ETF position peaked at $1.43M in Q1 2022.
  • 1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on Donald L. Hagan LLC's 13F filing for Q1 2023, filed 18 Apr 2023.