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HL Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

HL Financial Services’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
2019
Q1 		$10.2M Buy
168,537
+17,537
+12% +$1.04M 0.16% 89
2018
Q4 		$8.3M Buy
151,000
+90,635
+150% +$5.32M 0.15% 96
2018
Q3 		$3.87M Buy
60,365
+24,956
+70% +$1.59M 0.06% 197
2018
Q2 		$2.24M Buy
35,409
+9,059
+34% +$600K 0.04% 263
2018
Q1 		$1.74M Buy
26,350
+7,393
+39% +$497K 0.03% 277
2017
Q4 		$1.25M Buy
18,957
+4,540
+31% +$296K 0.02% 279
2017
Q3 		$925K Buy
14,417
+3,950
+38% +$247K 0.02% 374
2017
Q2 		$637K Buy
10,467
+5,800
+124% +$350K 0.01% 425
2017
Q1 		$270K Sell
4,667
-167,431
-97% -$9.41M 0.01% 584
2016
Q4 		$9.23M Sell
172,098
-713
-0.4% -$38.3K 0.2% 69
2016
Q3 		$9.53M Buy
172,811
+164,908
+2,087% +$8.9M 0.22% 65
2016
Q2 		$410K Buy
7,903
+746
+10% +$39.9K 0.01% 473
2016
Q1 		$380K Buy
7,157
+3,323
+87% +$170K 0.01% 479
2015
Q4 		$209K Buy
+3,834
New +$213K 0.01% 606

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HL Financial Services's IEFA Position: Q1 2019 in Review

HL Financial Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q1 2019, buying an estimated $1.04M and bringing the position to 168,537 shares worth $10.2M. The position accounts for 0.16% of the portfolio, ranked #89.

HL Financial Services first reported a position in IEFA in Q4 2015 and has held it in 14 quarters since. 920 funds tracked by Wall St. Rank hold IEFA as of Q1 2019.

  • HL Financial Services held 168,537 shares of iShares Core MSCI EAFE ETF worth $10.2M as of Q1 2019.
  • HL Financial Services bought 17,537 iShares Core MSCI EAFE ETF shares in Q1 2019, an estimated $1.04M.
  • iShares Core MSCI EAFE ETF made up 0.16% of HL Financial Services's portfolio in Q1 2019, its #89 holding.
  • HL Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and has held it in 14 quarters since.
  • 920 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.