Liberty Mutual Group Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Liberty Mutual Group Asset 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
2022 Q3	–	Sell	-839,704	Closed	-$52.5M	–	124
2022 Q2	$52.5M	Sell	839,704 -4,986,098	-86%	-$339M	7.86%	2
2022 Q1	$429M	Buy	5,825,802 +534,500	+10%	+$40M	15.12%	2
2021 Q4	$416M	Hold	5,291,302	–	–	20.99%	2
2021 Q3	$413M	Hold	5,291,302	–	–	22.42%	2
2021 Q2	$417M	Buy	5,291,302 +50,000	+1%	+$3.97M	22.5%	2
2021 Q1	$398M	Buy	5,241,302 +47,050	+0.9%	+$3.54M	24.43%	2
2020 Q4	$379M	Buy	5,194,252 +1,705,948	+49%	+$117M	24.98%	2
2020 Q3	$222M	Buy	3,488,304 +412,015	+13%	+$26.4M	25.95%	2
2020 Q2	$187M	Sell	3,076,289 -2,384,305	-44%	-$138M	26.71%	2
2020 Q1	$292M	Sell	5,460,594 -315,343	-5%	-$20M	28.78%	2
2019 Q4	$401M	Sell	5,775,937 -134,166	-2%	-$9.06M	31.34%	2
2019 Q3	$385M	Sell	5,910,103 -3,204,004	-35%	-$206M	29.23%	2
2019 Q2	$599M	Sell	9,114,107 -370,588	-4%	-$24.3M	29.2%	2
2019 Q1	$615M	Buy	9,484,695 +2,158,331	+29%	+$136M	24.81%	2
2018 Q4	$431M	Sell	7,326,364 -340,136	-4%	-$21.2M	15.55%	3
2018 Q3	$521M	Buy	7,666,500 +5,183,845	+209%	+$350M	10.86%	2
2018 Q2	$166M	Buy	2,482,655 +2,142,519	+630%	+$150M	4.2%	7
2018 Q1	$23.7M	Buy	+340,136	New	+$24.3M	0.73%	15
2016 Q1	–	Sell	-4,269	Closed	-$251K	–	1001
2015 Q4	$251K	Buy	+4,269	New	+$257K	0.01%	956

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Liberty Mutual Group Asset Management's EFA Position: Q3 2022 in Review

Liberty Mutual Group Asset Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2022, closing a stake of 839,704 shares — an estimated $52.5M sold.

Liberty Mutual Group Asset Management first reported a position in EFA in Q4 2015 and held it in 19 quarters. The position peaked at $615M in Q1 2019. 1,586 funds tracked by Wall St. Rank hold EFA as of Q3 2022.

Liberty Mutual Group Asset Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Liberty Mutual Group Asset Management sold 839,704 iShares MSCI EAFE ETF shares in Q3 2022, an estimated $52.5M.
Liberty Mutual Group Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2015 and held it in 19 quarters.
Liberty Mutual Group Asset Management's iShares MSCI EAFE ETF position peaked at $615M in Q1 2019.
1,586 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2022.

Based on Liberty Mutual Group Asset Management's 13F filing for Q3 2022, filed 8 Nov 2022.