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

Amtrust 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
2023
Q2 		– Sell
-90,000
Closed -$6.02M – 17
2023
Q1 		$6.02M Hold
90,000
– – 3.13% 9
2022
Q4 		$5.55M Hold
90,000
– – 2.65% 10
2022
Q3 		$4.74M Hold
90,000
– – 2.29% 10
2022
Q2 		$5.3M Hold
90,000
– – 2.43% 10
2022
Q1 		$6.26M Buy
+90,000
New +$6.37M 2.29% 10

Other funds holding IEFA

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Amtrust Financial Services's IEFA Position: Q2 2023 in Review

Amtrust Financial Services sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2023, closing a stake of 90,000 shares — an estimated $6.02M sold.

Amtrust Financial Services first reported a position in IEFA in Q1 2022 and held it in 5 quarters. The position peaked at $6.26M in Q1 2022. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

  • Amtrust Financial Services reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
  • Amtrust Financial Services sold 90,000 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $6.02M.
  • Amtrust Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and held it in 5 quarters.
  • Amtrust Financial Services's iShares Core MSCI EAFE ETF position peaked at $6.26M in Q1 2022.
  • 1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on Amtrust Financial Services's 13F filing for Q2 2023, filed 20 Jul 2023.