Credit Suisse’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Credit Suisse’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
2024 Q1	$184M	Hold	2,474,000	–	–	0.18%	100
2023 Q4	$174M	Hold	2,474,000	–	–	0.17%	104
2023 Q3	$159M	Hold	2,474,000	–	–	0.16%	113
2023 Q2	$167M	Hold	2,474,000	–	–	0.17%	105
2023 Q1	$165M	Hold	2,474,000	–	–	0.17%	114
2022 Q4	$153M	Sell	2,474,000 -900,000	-27%	-$53M	0.16%	120
2022 Q3	$178M	Hold	3,374,000	–	–	0.2%	92
2022 Q2	$199M	Hold	3,374,000	–	–	0.21%	84
2022 Q1	$235M	Hold	3,374,000	–	–	0.2%	92
2021 Q4	$252M	Sell	3,374,000 -700,000	-17%	-$52.6M	0.13%	136
2021 Q3	$302M	Hold	4,074,000	–	–	0.17%	103
2021 Q2	$305M	Buy	4,074,000 +4,043,143	+13,103%	+$305M	0.16%	108
2021 Q1	$2.22M	Buy	30,857 +3,682	+14%	+$263K	﹤0.01%	2725
2020 Q4	$1.88M	Buy	27,175 +10,157	+60%	+$657K	﹤0.01%	2874
2020 Q3	$1.03M	Sell	17,018 -3,247	-16%	-$196K	﹤0.01%	2908
2020 Q2	$1.16M	Buy	20,265 +1,347	+7%	+$73K	﹤0.01%	2788
2020 Q1	$944K	Sell	18,918 -7,769	-29%	-$462K	﹤0.01%	2688
2019 Q4	$1.74M	Sell	26,687 -2,729	-9%	-$173K	﹤0.01%	2716
2019 Q3	$1.8M	Buy	29,416 +6,877	+31%	+$415K	﹤0.01%	2546
2019 Q2	$1.38M	Buy	22,539 +9,170	+69%	+$562K	﹤0.01%	2700
2019 Q1	$812K	Buy	+13,369	New	+$789K	﹤0.01%	3051
2016 Q1	–	Sell	-9,350	Closed	-$508K	–	4122
2015 Q4	$508K	Sell	9,350 -581,300	-98%	-$32.3M	﹤0.01%	3370
2015 Q3	$31.2M	Buy	590,650 +580,000	+5,446%	+$32.9M	0.04%	547
2015 Q2	$621K	Buy	10,650 +6,800	+177%	+$414K	﹤0.01%	3558
2015 Q1	$225K	Sell	3,850 -11,742	-75%	-$673K	﹤0.01%	4017
2014 Q4	$863K	Buy	+15,592	New	+$884K	﹤0.01%	3266

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credit Suisse's IEFA Position: Q1 2024 in Review

Credit Suisse held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2024 at 2,474,000 shares worth $184M. The position accounts for 0.18% of the portfolio, ranked #100.

Credit Suisse first reported a position in IEFA in Q4 2014 and has held it in 26 quarters since. The position peaked at $305M in Q2 2021. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

Credit Suisse held 2,474,000 shares of iShares Core MSCI EAFE ETF worth $184M as of Q1 2024.
Credit Suisse left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2024.
iShares Core MSCI EAFE ETF made up 0.18% of Credit Suisse's portfolio in Q1 2024, its #100 holding.
Credit Suisse first reported a position in iShares Core MSCI EAFE ETF in Q4 2014 and has held it in 26 quarters since.
Credit Suisse's iShares Core MSCI EAFE ETF position peaked at $305M in Q2 2021.
1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.