JG
IEFA icon

Jefferies Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Jefferies Group’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
2020
Q3 		– Sell
-4,805
Closed -$275K – 1437
2020
Q2 		$275K Sell
4,805
-730
-13% -$39.6K ﹤0.01% 1027
2020
Q1 		$276K Sell
5,535
-995
-15% -$59.2K ﹤0.01% 1553
2019
Q4 		$426K Buy
6,530
+13
+0.2% +$825 ﹤0.01% 1912
2019
Q3 		$398K Sell
6,517
-8,100
-55% -$489K ﹤0.01% 2005
2019
Q2 		$897K Buy
14,617
+176
+1% +$10.8K 0.01% 1364
2019
Q1 		$878K Sell
14,441
-1,244
-8% -$73.4K 0.01% 1327
2018
Q4 		$863K Buy
15,685
+7,340
+88% +$431K 0.01% 1230
2018
Q3 		$535K Hold
8,345
– – ﹤0.01% 1608
2018
Q2 		$529K Hold
8,345
– – ﹤0.01% 1558
2018
Q1 		$550K Buy
8,345
+730
+10% +$49K ﹤0.01% 1456
2017
Q4 		$503K Buy
7,615
+307
+4% +$20K ﹤0.01% 1725
2017
Q3 		$469K Hold
7,308
– – ﹤0.01% 1666
2017
Q2 		$445K Buy
7,308
+1,650
+29% +$99.6K ﹤0.01% 1660
2017
Q1 		$328K Hold
5,658
– – ﹤0.01% 1780
2016
Q4 		$303K Hold
5,658
– – ﹤0.01% 1762
2016
Q3 		$312K Hold
5,658
– – ﹤0.01% 1791
2016
Q2 		$294K Hold
5,658
– – ﹤0.01% 1663
2016
Q1 		$301K Buy
+5,658
New +$289K ﹤0.01% 1672

Other funds holding IEFA

Bank of America
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Jefferies Group's IEFA Position: Q3 2020 in Review

Jefferies Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2020, closing a stake of 4,805 shares — an estimated $275K sold.

Jefferies Group first reported a position in IEFA in Q1 2016 and held it in 18 quarters. The position peaked at $897K in Q2 2019. 1,095 funds tracked by Wall St. Rank hold IEFA as of Q3 2020.

  • Jefferies Group reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
  • Jefferies Group sold 4,805 iShares Core MSCI EAFE ETF shares in Q3 2020, an estimated $275K.
  • Jefferies Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2016 and held it in 18 quarters.
  • Jefferies Group's iShares Core MSCI EAFE ETF position peaked at $897K in Q2 2019.
  • 1,095 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2020.

Based on Jefferies Group's 13F filing for Q3 2020, filed 13 Nov 2020.