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FBL Investment Management Services’s iShares MSCI EAFE ETF EFA Stock Holding History

FBL Investment Management Services’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
2019
Q4 		$917K Hold
13,200
– – 2.27% 10
2019
Q3 		$860K Sell
13,200
-1,552
-11% -$100K 2.26% 10
2019
Q2 		$969K Sell
14,752
-254,874
-95% -$16.7M 2.32% 12
2019
Q1 		$16.8M Buy
269,626
+254,906
+1,732% +$16.1M 6.99% 4
2018
Q4 		$865K Sell
14,720
-254,906
-95% -$15.9M 2.21% 13
2018
Q3 		$16.8M Buy
269,626
+254,906
+1,732% +$17.2M 6.99% 4
2018
Q2 		$986K Hold
14,720
– – 2.53% 13
2018
Q1 		$1.03M Hold
14,720
– – 2.44% 13
2017
Q4 		$1.03M Hold
14,720
– – 2.44% 14
2017
Q3 		$1.01M Hold
14,720
– – 1.89% 16
2017
Q2 		$960K Hold
14,720
– – 1.97% 16
2017
Q1 		$917K Hold
14,720
– – 1.89% 16
2016
Q4 		$850K Hold
14,720
– – 1.7% 16
2016
Q3 		$870K Hold
14,720
– – 1.91% 16
2016
Q2 		$854K Hold
14,720
– – 1.74% 16
2016
Q1 		$864K Hold
14,720
– – 2.01% 15
2015
Q4 		$864K Hold
14,720
– – 2.01% 15
2015
Q3 		$844K Hold
14,720
– – 1.99% 15
2015
Q2 		$935K Buy
14,720
+80
+0.5% +$5.33K 2.06% 15
2015
Q1 		$939K Buy
14,640
+900
+7% +$56.7K 1.94% 14
2014
Q4 		$836K Buy
13,740
+235
+2% +$14.7K 1.86% 14
2014
Q3 		$866K Hold
13,505
– – 1.66% 14
2014
Q2 		$923K Sell
13,505
-169,270
-93% -$11.6M 1.62% 13
2014
Q1 		$12.3M Sell
182,775
-19,360
-10% -$1.28M 3.46% 6
2013
Q4 		$13.6M Sell
202,135
-151,327
-43% -$9.89M 3.18% 7
2013
Q3 		$21.5M Buy
353,462
+189,162
+115% +$11.6M 3.35% 8
2013
Q2 		$9.41M Buy
+164,300
New +$9.93M 3.33% 6

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FBL Investment Management Services's EFA Position: Q4 2019 in Review

FBL Investment Management Services held its iShares MSCI EAFE ETF (EFA) position steady in Q4 2019 at 13,200 shares worth $917K. The position accounts for 2.27% of the portfolio, ranked #10.

FBL Investment Management Services first reported a position in EFA in Q2 2013 and has held it in 27 quarters since. The position peaked at $21.5M in Q3 2013. 1,584 funds tracked by Wall St. Rank hold EFA as of Q4 2019.

  • FBL Investment Management Services held 13,200 shares of iShares MSCI EAFE ETF worth $917K as of Q4 2019.
  • FBL Investment Management Services left its iShares MSCI EAFE ETF share count unchanged in Q4 2019.
  • iShares MSCI EAFE ETF made up 2.27% of FBL Investment Management Services's portfolio in Q4 2019, its #10 holding.
  • FBL Investment Management Services first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 27 quarters since.
  • FBL Investment Management Services's iShares MSCI EAFE ETF position peaked at $21.5M in Q3 2013.
  • 1,584 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2019.

Based on FBL Investment Management Services's 13F filing for Q4 2019, filed 4 Feb 2020.