Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s iShares MSCI EAFE ETF EFA Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2024
Q3 		– Sell
-40,330
Closed -$3.16M – 570
2024
Q2 		$3.16M Hold
40,330
– – 0.01% 338
2024
Q1 		$3.22M Buy
+40,330
New +$3.08M 0.01% 334
2023
Q2 		– Sell
-38,991
Closed -$2.79M – 695
2023
Q1 		$2.79M Sell
38,991
-79,069
-67% -$5.53M 0.01% 392
2022
Q4 		$7.75M Buy
+118,060
New +$7.4M 0.04% 276
2022
Q3 		– Sell
-67,169
Closed -$4.2M – 739
2022
Q2 		$4.2M Buy
+67,169
New +$4.57M 0.02% 367
2022
Q1 		– Sell
-43,682
Closed -$3.44M – 715
2021
Q4 		$3.44M Buy
+43,682
New +$3.46M 0.02% 390
2019
Q4 		– Sell
-3,112,748
Closed -$203M – 710
2019
Q3 		$203M Buy
3,112,748
+3,025,126
+3,452% +$195M 1.41% 23
2019
Q2 		$5.76M Buy
87,622
+79,019
+919% +$5.17M 0.04% 267
2019
Q1 		$558K Sell
8,603
-125,363
-94% -$7.9M ﹤0.01% 566
2018
Q4 		$7.88M Buy
133,966
+124,477
+1,312% +$7.77M 0.06% 157
2018
Q3 		$645K Sell
9,489
-53,242
-85% -$3.6M ﹤0.01% 423
2018
Q2 		$4.2M Buy
62,731
+30,494
+95% +$2.14M 0.03% 233
2018
Q1 		$2.25M Sell
32,237
-41,507
-56% -$2.96M 0.01% 306
2017
Q4 		$5.18M Sell
73,744
-7,244
-9% -$504K 0.03% 228
2017
Q3 		$5.55M Sell
80,988
-50,033
-38% -$3.34M 0.03% 215
2017
Q2 		$8.54M Buy
131,021
+31,422
+32% +$2.03M 0.05% 197
2017
Q1 		$6.2M Buy
+99,599
New +$6.02M 0.04% 216
2016
Q4 		– Sell
-145,008
Closed -$8.57M – 518
2016
Q3 		$8.57M Sell
145,008
-40,773
-22% -$2.36M 0.04% 219
2016
Q2 		$10.4M Sell
185,781
-192,437
-51% -$11.1M 0.04% 228
2016
Q1 		$21.6M Sell
378,218
-214,865
-36% -$11.8M 0.08% 179
2015
Q4 		$34.8M Buy
+593,083
New +$35.7M 0.13% 126

Other funds holding EFA

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s EFA Position: Q3 2024 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of iShares MSCI EAFE ETF (EFA) in Q3 2024, closing a stake of 40,330 shares — an estimated $3.16M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in EFA in Q4 2015 and held it in 21 quarters. The position peaked at $203M in Q3 2019. 1,854 funds tracked by Wall St. Rank hold EFA as of Q3 2024.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining iShares MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 40,330 iShares MSCI EAFE ETF shares in Q3 2024, an estimated $3.16M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in iShares MSCI EAFE ETF in Q4 2015 and held it in 21 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s iShares MSCI EAFE ETF position peaked at $203M in Q3 2019.
  • 1,854 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2024.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2024, filed 13 Nov 2024.