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Industrial Alliance Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Industrial Alliance Investment Management’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
2023
Q2 		– Sell
-378,710
Closed -$27.1M – 264
2023
Q1 		$27.1M Sell
378,710
-2,495
-0.7% -$175K 0.75% 27
2022
Q4 		$25M Sell
381,205
-75,839
-17% -$4.75M 0.7% 33
2022
Q3 		$25.6M Sell
457,044
-17,190
-4% -$1.07M 0.75% 31
2022
Q2 		$29.6M Buy
474,234
+22,280
+5% +$1.52M 0.85% 24
2022
Q1 		$33.3M Buy
451,954
+58,360
+15% +$4.36M 0.79% 30
2021
Q4 		$31M Buy
+393,594
New +$31.2M 0.72% 31

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Industrial Alliance Investment Management's EFA Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2023, closing a stake of 378,710 shares — an estimated $27.1M sold.

Industrial Alliance Investment Management first reported a position in EFA in Q4 2021 and held it in 6 quarters. The position peaked at $33.3M in Q1 2022. 1,779 funds tracked by Wall St. Rank hold EFA as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 378,710 iShares MSCI EAFE ETF shares in Q2 2023, an estimated $27.1M.
  • Industrial Alliance Investment Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 6 quarters.
  • Industrial Alliance Investment Management's iShares MSCI EAFE ETF position peaked at $33.3M in Q1 2022.
  • 1,779 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.