MD Financial Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$128M Buy
1,720,274
+364,947
+27% +$27.4M 3.09% 7
2021
Q3
$101M Buy
+1,355,327
New +$103M 2.55% 11

Other funds holding IEFA

MD Financial Management's IEFA Position: Q4 2021 in Review

MD Financial Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 27% in Q4 2021, buying an estimated $27.4M and bringing the position to 1,720,274 shares worth $128M. The position accounts for 3.09% of the portfolio, ranked #7.

MD Financial Management first reported a position in IEFA in Q3 2021 and has held it in 2 quarters since. 1,524 funds tracked by Wall St. Rank hold IEFA as of Q4 2021.

  • MD Financial Management held 1,720,274 shares of iShares Core MSCI EAFE ETF worth $128M as of Q4 2021.
  • MD Financial Management bought 364,947 iShares Core MSCI EAFE ETF shares in Q4 2021, an estimated $27.4M.
  • iShares Core MSCI EAFE ETF made up 3.09% of MD Financial Management's portfolio in Q4 2021, its #7 holding.
  • MD Financial Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and has held it in 2 quarters since.
  • 1,524 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.