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

Liberty Mutual Group Asset 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
2019
Q1 		– Sell
-2,644,970
Closed -$145M – 27
2018
Q4 		$145M Hold
2,644,970
– – 5.25% 7
2018
Q3 		$169M Hold
2,644,970
– – 3.53% 8
2018
Q2 		$168M Hold
2,644,970
– – 4.23% 6
2018
Q1 		$174M Buy
2,644,970
+45,175
+2% +$3.03M 5.33% 3
2017
Q4 		$172M Buy
+2,599,795
New +$169M 5.04% 3

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Liberty Mutual Group Asset Management's IEFA Position: Q1 2019 in Review

Liberty Mutual Group Asset Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2019, closing a stake of 2,644,970 shares — an estimated $145M sold.

Liberty Mutual Group Asset Management first reported a position in IEFA in Q4 2017 and held it in 5 quarters. The position peaked at $174M in Q1 2018. 920 funds tracked by Wall St. Rank hold IEFA as of Q1 2019.

  • Liberty Mutual Group Asset Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2019 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 2,644,970 iShares Core MSCI EAFE ETF shares in Q1 2019, an estimated $145M.
  • Liberty Mutual Group Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 5 quarters.
  • Liberty Mutual Group Asset Management's iShares Core MSCI EAFE ETF position peaked at $174M in Q1 2018.
  • 920 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2019.

Based on Liberty Mutual Group Asset Management's 13F filing for Q1 2019, filed 10 May 2019.