IAIM
IEFA icon

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

Industrial Alliance Investment Management’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-330,639
Closed -$22.1M – 324
2023
Q1 		$22.1M Sell
330,639
-2,592
-0.8% -$170K 0.61% 36
2022
Q4 		$20.5M Buy
333,231
+330
+0.1% +$19.4K 0.57% 43
2022
Q3 		$17.5M Buy
332,901
+3,431
+1% +$202K 0.52% 46
2022
Q2 		$19.4M Buy
329,470
+583
+0.2% +$37.4K 0.55% 44
2022
Q1 		$22.9M Buy
328,887
+58,501
+22% +$4.14M 0.54% 43
2021
Q4 		$20.2M Buy
+270,386
New +$20.3M 0.47% 44

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Industrial Alliance Investment Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2023, closing a stake of 330,639 shares — an estimated $22.1M sold.

Industrial Alliance Investment Management first reported a position in IEFA in Q4 2021 and held it in 6 quarters. The position peaked at $22.9M in Q1 2022. 1,581 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 330,639 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $22.1M.
  • Industrial Alliance Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 6 quarters.
  • Industrial Alliance Investment Management's iShares Core MSCI EAFE ETF position peaked at $22.9M in Q1 2022.
  • 1,581 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

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