E-L Financial Corp’s iShares MSCI EAFE ETF EFA Stock Holding History

E-L Financial Corp’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,461,528	Closed	-$132M	–	2
2019 Q4	$132M	Buy	1,461,528 +72	+0%	+$4.86K	17.18%	2
2019 Q3	$126M	Buy	1,461,456 +73	+0%	+$4.7K	17.45%	2
2019 Q2	$126M	Sell	1,461,383 -135	-0%	-$8.84K	17.75%	2
2019 Q1	$127M	Buy	1,461,518 +105	+0%	+$6.62K	18.09%	2
2018 Q4	$117M	Sell	1,461,413 -3	-0%	-$187	18.44%	2
2018 Q3	$129M	Sell	1,461,416 -4,326	-0.3%	-$292K	18.37%	2
2018 Q2	$129M	Buy	1,465,742 +5,251	+0.4%	+$368K	19.17%	2
2018 Q1	$131M	Buy	1,460,491 +4,228	+0.3%	+$301K	20.28%	2
2017 Q4	$129M	Sell	1,456,263 -6,711	-0.5%	-$467K	20.21%	2
2017 Q3	$125M	Buy	1,462,974 +1,595	+0.1%	+$107K	20.78%	2
2017 Q2	$124M	Hold	1,461,379	–	–	20.6%	2
2017 Q1	$358M	Hold	1,461,379	–	–	79.72%	1
2016 Q4	$84.4M	Buy	+1,461,379	New	+$84.3M	19.9%	2

Other funds holding EFA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

E-L Financial Corp's EFA Position: Q1 2020 in Review

E-L Financial Corp sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 1,461,528 shares — an estimated $132M sold.

E-L Financial Corp first reported a position in EFA in Q4 2016 and held it in 13 quarters. The position peaked at $358M in Q1 2017. 1,439 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

E-L Financial Corp reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
E-L Financial Corp sold 1,461,528 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $132M.
E-L Financial Corp first reported a position in iShares MSCI EAFE ETF in Q4 2016 and held it in 13 quarters.
E-L Financial Corp's iShares MSCI EAFE ETF position peaked at $358M in Q1 2017.
1,439 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on E-L Financial Corp's 13F filing for Q1 2020, filed 23 Apr 2020.