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Legg Mason’s iShares MSCI EAFE ETF EFA Stock Holding History

Legg Mason’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
2017
Q4 		– Sell
-2,993
Closed -$205K – 8
2017
Q3 		$205K Sell
2,993
-222
-7% -$14.8K 18.59% 2
2017
Q2 		$210K Buy
3,215
+71
+2% +$4.59K 22.06% 2
2017
Q1 		$196K Buy
3,144
+3,100
+7,045% +$187K 20.35% 2
2016
Q4 		$3K Buy
44
+23
+110% +$1.33K 0.36% 11
2016
Q3 		$2K Buy
+21
New +$1.22K 0.02% 18

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legg Mason's EFA Position: Q4 2017 in Review

Legg Mason sold out of iShares MSCI EAFE ETF (EFA) in Q4 2017, closing a stake of 2,993 shares — an estimated $205K sold.

Legg Mason first reported a position in EFA in Q3 2016 and held it in 5 quarters. The position peaked at $210K in Q2 2017. 1,292 funds tracked by Wall St. Rank hold EFA as of Q4 2017.

  • Legg Mason reported no remaining iShares MSCI EAFE ETF position as of Q4 2017 after selling out during the quarter.
  • Legg Mason sold 2,993 iShares MSCI EAFE ETF shares in Q4 2017, an estimated $205K.
  • Legg Mason first reported a position in iShares MSCI EAFE ETF in Q3 2016 and held it in 5 quarters.
  • Legg Mason's iShares MSCI EAFE ETF position peaked at $210K in Q2 2017.
  • 1,292 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2017.

Based on Legg Mason's 13F filing for Q4 2017, filed 14 Feb 2018.