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Guardian Life Insurance’s iShares MSCI EAFE ETF EFA Stock Holding History

Guardian Life Insurance’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
-894,112
Closed -$62.1M – 145
2019
Q4 		$62.1M Buy
894,112
+12,632
+1% +$853K 14.69% 2
2019
Q3 		$57.5M Hold
881,480
– – 8.6% 4
2019
Q2 		$57.9M Sell
881,480
-11,952
-1% -$782K 8% 4
2019
Q1 		$57.9M Buy
893,432
+74,271
+9% +$4.68M 7.36% 3
2018
Q4 		$48.1M Hold
819,161
– – 8.32% 4
2018
Q3 		$55.7M Hold
819,161
– – 9.09% 3
2018
Q2 		$54.9M Buy
819,161
+108,637
+15% +$7.62M 9.29% 3
2018
Q1 		$49.5M Buy
710,524
+282,637
+66% +$20.2M 9.14% 3
2017
Q4 		$30.1M Buy
427,887
+65,183
+18% +$4.53M 6.58% 6
2017
Q3 		$24.8M Buy
+362,704
New +$24.2M 3.82% 8
2017
Q2 		– Sell
-563,801
Closed -$35.1M – 516
2017
Q1 		$35.1M Buy
563,801
+53,963
+11% +$3.26M 5.08% 6
2016
Q4 		$29.4M Hold
509,838
– – 4.35% 5
2016
Q3 		$30.1M Hold
509,838
– – 2.77% 4
2016
Q2 		$28.5M Hold
509,838
– – 2.21% 6
2016
Q1 		$29.1M Buy
509,838
+183,350
+56% +$10.1M 2.56% 3
2015
Q4 		$19.2M Hold
326,488
– – 1.94% 10
2015
Q3 		$18.7M Hold
326,488
– – 1.9% 10
2015
Q2 		$20.7M Hold
326,488
– – 1.8% 11
2015
Q1 		$21M Buy
326,488
+32,057
+11% +$2.02M 1.98% 9
2014
Q4 		$17.9M Buy
+294,431
New +$18.4M 1.82% 12
2014
Q3 		– Sell
-567,923
Closed -$38.8M – 577
2014
Q2 		$38.8M Buy
567,923
+314,700
+124% +$21.6M 3.73% 3
2014
Q1 		$17M Hold
253,223
– – 1.51% 14
2013
Q4 		$17M Buy
+253,223
New +$16.5M 1.55% 12

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Guardian Life Insurance's EFA Position: Q1 2020 in Review

Guardian Life Insurance sold out of iShares MSCI EAFE ETF (EFA) in Q1 2020, closing a stake of 894,112 shares — an estimated $62.1M sold.

Guardian Life Insurance first reported a position in EFA in Q4 2013 and held it in 23 quarters. The position peaked at $62.1M in Q4 2019. 1,439 funds tracked by Wall St. Rank hold EFA as of Q1 2020.

  • Guardian Life Insurance reported no remaining iShares MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Guardian Life Insurance sold 894,112 iShares MSCI EAFE ETF shares in Q1 2020, an estimated $62.1M.
  • Guardian Life Insurance first reported a position in iShares MSCI EAFE ETF in Q4 2013 and held it in 23 quarters.
  • Guardian Life Insurance's iShares MSCI EAFE ETF position peaked at $62.1M in Q4 2019.
  • 1,439 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.