Mawer Investment Management
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Mawer Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Mawer Investment 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
2016
Q2 		– Sell
-86,187
Closed -$4.93M – 91
2016
Q1 		$4.93M Buy
+86,187
New +$4.75M 0.06% 93

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mawer Investment Management's EFA Position: Q2 2016 in Review

Mawer Investment Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2016, closing a stake of 86,187 shares — an estimated $4.93M sold.

Mawer Investment Management first reported a position in EFA in Q1 2016 and held it in 1 quarter. The position peaked at $4.93M in Q1 2016. 1,026 funds tracked by Wall St. Rank hold EFA as of Q2 2016.

  • Mawer Investment Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2016 after selling out during the quarter.
  • Mawer Investment Management sold 86,187 iShares MSCI EAFE ETF shares in Q2 2016, an estimated $4.93M.
  • Mawer Investment Management first reported a position in iShares MSCI EAFE ETF in Q1 2016 and held it in 1 quarter.
  • Mawer Investment Management's iShares MSCI EAFE ETF position peaked at $4.93M in Q1 2016.
  • 1,026 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2016.

Based on Mawer Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.