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Mackay Shields LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Mackay Shields LLC’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
2021
Q1 		– Sell
-40,397
Closed -$2.79M – 1528
2020
Q4 		$2.79M Buy
+40,397
New +$2.61M 0.02% 699
2020
Q3 		– Sell
-14,125
Closed -$807K – 1482
2020
Q2 		$807K Buy
+14,125
New +$765K 0.01% 1087

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mackay Shields LLC's IEFA Position: Q1 2021 in Review

Mackay Shields LLC sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2021, closing a stake of 40,397 shares — an estimated $2.79M sold.

Mackay Shields LLC first reported a position in IEFA in Q2 2020 and held it in 2 quarters. The position peaked at $2.79M in Q4 2020. 1,289 funds tracked by Wall St. Rank hold IEFA as of Q1 2021.

  • Mackay Shields LLC reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • Mackay Shields LLC sold 40,397 iShares Core MSCI EAFE ETF shares in Q1 2021, an estimated $2.79M.
  • Mackay Shields LLC first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and held it in 2 quarters.
  • Mackay Shields LLC's iShares Core MSCI EAFE ETF position peaked at $2.79M in Q4 2020.
  • 1,289 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2021.

Based on Mackay Shields LLC's 13F filing for Q1 2021, filed 14 May 2021.