JRP
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Jasper Ridge Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Jasper Ridge Partners’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
2022
Q1 		– Sell
-142,557
Closed -$10.6M – 158
2021
Q4 		$10.6M Sell
142,557
-211,603
-60% -$15.9M 0.4% 35
2021
Q3 		$26.3M Sell
354,160
-158,371
-31% -$12M 1.17% 18
2021
Q2 		$38.4M Sell
512,531
-33,143
-6% -$2.5M 1.91% 12
2021
Q1 		$39.3M Sell
545,674
-90,615
-14% -$6.48M 1.81% 9
2020
Q4 		$44M Sell
636,289
-286,188
-31% -$18.5M 1.95% 9
2020
Q3 		$55.6M Buy
922,477
+162,232
+21% +$9.79M 3.2% 6
2020
Q2 		$43.5M Sell
760,245
-2,324,022
-75% -$126M 3.01% 5
2020
Q1 		$154M Buy
3,084,267
+1,385,854
+82% +$82.5M 12.21% 4
2019
Q4 		$111M Buy
1,698,413
+220,491
+15% +$14M 7.29% 4
2019
Q3 		$90.3M Sell
1,477,922
-992,650
-40% -$59.9M 4.74% 6
2019
Q2 		$152M Hold
2,470,572
– – 6.17% 5
2019
Q1 		$150M Buy
2,470,572
+326,018
+15% +$19.2M 6.39% 5
2018
Q4 		$118M Buy
+2,144,554
New +$126M 7.23% 5

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jasper Ridge Partners's IEFA Position: Q1 2022 in Review

Jasper Ridge Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2022, closing a stake of 142,557 shares — an estimated $10.6M sold.

Jasper Ridge Partners first reported a position in IEFA in Q4 2018 and held it in 13 quarters. The position peaked at $154M in Q1 2020. 1,518 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

  • Jasper Ridge Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Jasper Ridge Partners sold 142,557 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $10.6M.
  • Jasper Ridge Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 13 quarters.
  • Jasper Ridge Partners's iShares Core MSCI EAFE ETF position peaked at $154M in Q1 2020.
  • 1,518 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on Jasper Ridge Partners's 13F filing for Q1 2022, filed 13 May 2022.