Loomis, Sayles & Company
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Loomis, Sayles & Company’s iShares MSCI EAFE ETF EFA Stock Holding History

Loomis, Sayles & Company’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
2013
Q4 		– Sell
-870,600
Closed -$55.5M – 767
2013
Q3 		$55.5M Buy
+870,600
New +$53.3M 0.18% 131

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company's EFA Position: Q1 2019 in Review

Loomis, Sayles & Company sold out of iShares MSCI EAFE ETF (EFA) in Q1 2019, closing a stake of 62,197 shares — an estimated $3.66M sold.

Loomis, Sayles & Company first reported a position in EFA in Q2 2013 and held it in 23 quarters. The position peaked at $7.48M in Q4 2013. 1,389 funds tracked by Wall St. Rank hold EFA as of Q1 2019.

  • Loomis, Sayles & Company reported no remaining iShares MSCI EAFE ETF position as of Q1 2019 after selling out during the quarter.
  • Loomis, Sayles & Company sold 62,197 iShares MSCI EAFE ETF shares in Q1 2019, an estimated $3.66M.
  • Loomis, Sayles & Company first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 23 quarters.
  • Loomis, Sayles & Company's iShares MSCI EAFE ETF position peaked at $7.48M in Q4 2013.
  • 1,389 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2019.

Based on Loomis, Sayles & Company's 13F filing for Q1 2019, filed 15 May 2019.