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BARROW HANLEY MEWHINNEY & STRAUSS LLC Historic Quarter Change: USA ETF, New

BARROW HANLEY MEWHINNEY & STRAUSS LLC historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, BARROW HANLEY MEWHINNEY & STRAUSS LLC opened 10 positions, added to 8, reduced 5 and sold out of 8.

  • Q2 2026: Stock EFV; Country of operation —; Class EAFE VALUE ETF; Shares before 0.
  • Q1 2026: Stock URTH; Country of operation —; Class MSCI WORLD ETF; Shares before 0.
  • Q4 2025: Stock EWY; Country of operation —; Class COM; Shares before 0.
  • Q4 2024: Stock VEA; Country of operation —; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 313028), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-18); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-10); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-08); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-12); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-04); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-18); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-07); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-11); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-04); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-12); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-13); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-06); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026EFV
ISHARES TR
EAFE VALUE ETF0251,480+251,480$0$19,250,794+$19,250,7942026-08-12
Q1 2026URTH
ISHARES INC
MSCI WORLD ETF01,166,433+1,166,433$0$209,981,269+$209,981,2692026-05-13
Q4 2025EWY
iShares MSCI South Korea ETF
COM0268+268$0$26,055+$26,0552026-02-11
Q4 2024VEA
Vanguard FTSE Developed Market
COM0229,169+229,169$0$10,958,862+$10,958,8622025-02-18
Q4 2024HYG
Ishares Trust-Ishares iboxx $
COM050,178+50,178$0$3,946,500+$3,946,5002025-02-18
Q4 2024VB
Vanguard Small-Cap ETF
COM05,397+5,397$0$1,296,791+$1,296,7912025-02-18
Q3 2024IEFA
iShares Core MSCI EAFE ETF
COM0213,608+213,608$0$16,672,104+$16,672,1042024-11-13
Q2 2024EFV
iShares MSCI EAFE Value ETF
COM0640,957+640,957$0$33,996,359+$33,996,3592024-08-13
Q1 2024INDA
iShares MSCI India ETF
COM0482,513+482,513$0$24,892,846+$24,892,8462024-05-13
Q1 2024CALY
Topgolf Callaway Brands Corp
COM042+42$0$679+$6792024-05-13

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