H&H Retirement Design & Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

H&H Retirement Design & Management’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	-12,329	Closed	-$815K	–	73
2022 Q4	$815K	Sell	12,329 -1,920	-13%	-$113K	0.69%	30
2022 Q3	$750K	Sell	14,249 -1,388	-9%	-$81.6K	0.71%	31
2022 Q2	$971K	Sell	15,637 -3,362	-18%	-$216K	0.71%	31
2022 Q1	$1.31M	Sell	18,999 -3,467	-15%	-$245K	0.89%	27
2021 Q4	$1.54M	Sell	22,466 -64,689	-74%	-$4.86M	0.98%	28
2021 Q3	$6.43M	Buy	87,155 +838	+1%	+$63.8K	3.96%	13
2021 Q2	$6.45M	Sell	86,317 -3,654	-4%	-$276K	3.95%	13
2021 Q1	$6.7M	Buy	+89,971	New	+$6.43M	4.03%	12
2020 Q3	$4.64M	Buy	76,922 +44,035	+134%	+$2.66M	3.64%	15
2020 Q2	$1.88M	Buy	32,887 +11,804	+56%	+$640K	1.66%	21
2020 Q1	$1.05M	Buy	+21,083	New	+$1.25M	1%	26

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

H&H Retirement Design & Management's IEFA Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 12,329 shares — an estimated $815K sold.

H&H Retirement Design & Management first reported a position in IEFA in Q1 2020 and held it in 11 quarters. The position peaked at $6.7M in Q1 2021. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

H&H Retirement Design & Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 12,329 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $815K.
H&H Retirement Design & Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and held it in 11 quarters.
H&H Retirement Design & Management's iShares Core MSCI EAFE ETF position peaked at $6.7M in Q1 2021.
1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.