Henshaw Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Henshaw Capital’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
2020 Q1	–	Sell	-92,354	Closed	-$6.03M	–	299
2019 Q4	$6.03M	Buy	+92,354	New	+$5.86M	0.47%	46
2018 Q1	–	Sell	-57,192	Closed	-$3.78M	–	298
2017 Q4	$3.78M	Buy	+57,192	New	+$3.73M	0.36%	48

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Henshaw Capital's IEFA Position: Q1 2020 in Review

Henshaw Capital sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2020, closing a stake of 92,354 shares — an estimated $6.03M sold.

Henshaw Capital first reported a position in IEFA in Q4 2017 and held it in 2 quarters. The position peaked at $6.03M in Q4 2019. 1,045 funds tracked by Wall St. Rank hold IEFA as of Q1 2020.

Henshaw Capital reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
Henshaw Capital sold 92,354 iShares Core MSCI EAFE ETF shares in Q1 2020, an estimated $6.03M.
Henshaw Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 2 quarters.
Henshaw Capital's iShares Core MSCI EAFE ETF position peaked at $6.03M in Q4 2019.
1,045 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2020.

Based on Henshaw Capital's 13F filing for Q1 2020, filed 28 May 2026.