ClearBridge Investments
IEFA icon

ClearBridge Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

ClearBridge Investments’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
-12,497
Closed -$770K – 728
2022
Q4 		$770K Buy
+12,497
New +$736K ﹤0.01% 680
2022
Q3 		– Sell
-40,778
Closed -$2.4M – 751
2022
Q2 		$2.4M Buy
+40,778
New +$2.62M ﹤0.01% 625

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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

ClearBridge Investments's IEFA Position: Q1 2023 in Review

ClearBridge Investments sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 12,497 shares — an estimated $770K sold.

ClearBridge Investments first reported a position in IEFA in Q2 2022 and held it in 2 quarters. The position peaked at $2.4M in Q2 2022. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

  • ClearBridge Investments reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • ClearBridge Investments sold 12,497 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $770K.
  • ClearBridge Investments first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and held it in 2 quarters.
  • ClearBridge Investments's iShares Core MSCI EAFE ETF position peaked at $2.4M in Q2 2022.
  • 1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on ClearBridge Investments's 13F filing for Q1 2023, filed 12 May 2023.