HH
IEFA icon

HWG Holdings’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

HWG Holdings’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
-27
Closed -$2K – 119
2022
Q4 		$2K Buy
+27
New +$1.59K ﹤0.01% 99
2021
Q1 		– Sell
-444
Closed -$31K – 109
2020
Q4 		$31K Buy
+444
New +$28.7K 0.02% 83
2018
Q3 		– Sell
-144
Closed -$9K – 106
2018
Q2 		$9K Buy
+144
New +$9.53K 0.01% 79

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HWG Holdings's IEFA Position: Q1 2023 in Review

HWG Holdings sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 27 shares — an estimated $2K sold.

HWG Holdings first reported a position in IEFA in Q2 2018 and held it in 3 quarters. The position peaked at $31K in Q4 2020. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

  • HWG Holdings reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • HWG Holdings sold 27 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $2K.
  • HWG Holdings first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and held it in 3 quarters.
  • HWG Holdings's iShares Core MSCI EAFE ETF position peaked at $31K in Q4 2020.
  • 1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on HWG Holdings's 13F filing for Q1 2023, filed 16 May 2023.