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HawsGoodwin Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

HawsGoodwin Investment 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
2021
Q4 		$1.97M Sell
26,365
-159
-0.6% -$11.9K 0.57% 41
2021
Q3 		$1.97M Sell
26,524
-439
-2% -$33.4K 0.6% 40
2021
Q2 		$2.02M Sell
26,963
-7,956
-23% -$601K 0.62% 39
2021
Q1 		$2.52M Sell
34,919
-59,948
-63% -$4.28M 0.8% 30
2020
Q4 		$6.55M Sell
94,867
-5,142
-5% -$333K 2.06% 13
2020
Q3 		$6.03M Buy
100,009
+3,888
+4% +$235K 2.14% 14
2020
Q2 		$5.5M Sell
96,121
-159,408
-62% -$8.64M 2.16% 14
2020
Q1 		$12.7M Buy
255,529
+22,906
+10% +$1.36M 6.42% 3
2019
Q4 		$15.2M Buy
+232,623
New +$14.8M 7.92% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HawsGoodwin Investment Management's IEFA Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.6% in Q4 2021, selling an estimated $11.9K and leaving 26,365 shares worth $1.97M. The position accounts for 0.57% of the portfolio, ranked #41.

HawsGoodwin Investment Management first reported a position in IEFA in Q4 2019 and has held it in 9 quarters since. The position peaked at $15.2M in Q4 2019. 1,524 funds tracked by Wall St. Rank hold IEFA as of Q4 2021.

  • HawsGoodwin Investment Management held 26,365 shares of iShares Core MSCI EAFE ETF worth $1.97M as of Q4 2021.
  • HawsGoodwin Investment Management sold 159 iShares Core MSCI EAFE ETF shares in Q4 2021, an estimated $11.9K.
  • iShares Core MSCI EAFE ETF made up 0.57% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #41 holding.
  • HawsGoodwin Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 9 quarters since.
  • HawsGoodwin Investment Management's iShares Core MSCI EAFE ETF position peaked at $15.2M in Q4 2019.
  • 1,524 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.