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Capital Guardian Trust’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Capital Guardian Trust’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
2018
Q3 		– Sell
-649
Closed -$41K – 509
2018
Q2 		$41K Buy
+649
New +$43K ﹤0.01% 219

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Capital Guardian Trust's IEFA Position: Q3 2018 in Review

Capital Guardian Trust sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2018, closing a stake of 649 shares — an estimated $41K sold.

Capital Guardian Trust first reported a position in IEFA in Q2 2018 and held it in 1 quarter. The position peaked at $41K in Q2 2018. 756 funds tracked by Wall St. Rank hold IEFA as of Q3 2018.

  • Capital Guardian Trust reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2018 after selling out during the quarter.
  • Capital Guardian Trust sold 649 iShares Core MSCI EAFE ETF shares in Q3 2018, an estimated $41K.
  • Capital Guardian Trust first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and held it in 1 quarter.
  • Capital Guardian Trust's iShares Core MSCI EAFE ETF position peaked at $41K in Q2 2018.
  • 756 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2018.

Based on Capital Guardian Trust's 13F filing for Q3 2018, filed 14 Nov 2018.