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HTLF Bank’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

HTLF Bank’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
2024
Q4 		$228K Buy
3,246
+140
+5% +$10.3K 0.03% 193
2024
Q3 		$242K Sell
3,106
-143
-4% -$10.7K 0.03% 196
2024
Q2 		$236K Sell
3,249
-166
-5% -$12.2K 0.03% 208
2024
Q1 		$253K Buy
+3,415
New +$243K 0.03% 202

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HTLF Bank's IEFA Position: Q4 2024 in Review

HTLF Bank increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.5% in Q4 2024, buying an estimated $10.3K and bringing the position to 3,246 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #193.

HTLF Bank first reported a position in IEFA in Q1 2024 and has held it in 4 quarters since. The position peaked at $253K in Q1 2024. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • HTLF Bank held 3,246 shares of iShares Core MSCI EAFE ETF worth $228K as of Q4 2024.
  • HTLF Bank bought 140 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $10.3K.
  • iShares Core MSCI EAFE ETF made up 0.03% of HTLF Bank's portfolio in Q4 2024, its #193 holding.
  • HTLF Bank first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 4 quarters since.
  • HTLF Bank's iShares Core MSCI EAFE ETF position peaked at $253K in Q1 2024.
  • 2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.