MA
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MUFG Americas’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MUFG Americas’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
2022
Q4 		– Sell
-580,232
Closed -$30.6M – 391
2022
Q3 		$30.6M Buy
580,232
+109,251
+23% +$6.42M 0.76% 30
2022
Q2 		$27.7M Buy
470,981
+34,579
+8% +$2.22M 0.63% 46
2022
Q1 		$30.3M Buy
436,402
+26,005
+6% +$1.84M 0.59% 47
2021
Q4 		$30.6M Buy
410,397
+22,455
+6% +$1.69M 0.57% 47
2021
Q3 		$28.8M Buy
387,942
+10,353
+3% +$788K 0.51% 49
2021
Q2 		$28.3M Buy
377,589
+18,385
+5% +$1.39M 0.47% 52
2021
Q1 		$25.9M Buy
359,204
+20,472
+6% +$1.46M 0.46% 57
2020
Q4 		$23.4M Buy
338,732
+11,150
+3% +$721K 0.41% 63
2020
Q3 		$19.7M Buy
327,582
+17,672
+6% +$1.07M 0.52% 58
2020
Q2 		$17.7M Sell
309,910
-159,154
-34% -$8.62M 0.51% 60
2020
Q1 		$23.4M Sell
469,064
-82,375
-15% -$4.9M 0.78% 34
2019
Q4 		$36M Buy
551,439
+13,027
+2% +$826K 0.93% 21
2019
Q3 		$32.9M Buy
538,412
+9,824
+2% +$593K 0.91% 24
2019
Q2 		$32.5M Buy
528,588
+15,101
+3% +$925K 0.91% 27
2019
Q1 		$31.2M Buy
513,487
+16,093
+3% +$950K 0.9% 27
2018
Q4 		$27.4M Buy
497,394
+464,413
+1,408% +$27.2M 0.86% 30
2018
Q3 		$2.11M Buy
32,981
+2,777
+9% +$177K 0.06% 217
2018
Q2 		$1.91M Buy
30,204
+13,644
+82% +$903K 0.06% 216
2018
Q1 		$1.09M Buy
+16,560
New +$1.11M 0.03% 260
2016
Q4 		– Sell
-1,458
Closed -$80K – 1137
2016
Q3 		$80K Hold
1,458
– – ﹤0.01% 536
2016
Q2 		$76K Hold
1,458
– – ﹤0.01% 515
2016
Q1 		$77K Hold
1,458
– – ﹤0.01% 537
2015
Q4 		$79K Buy
+1,458
New +$80.9K ﹤0.01% 529

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MUFG Americas's IEFA Position: Q4 2022 in Review

MUFG Americas sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2022, closing a stake of 580,232 shares — an estimated $30.6M sold.

MUFG Americas first reported a position in IEFA in Q4 2015 and held it in 23 quarters. The position peaked at $36M in Q4 2019. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

  • MUFG Americas reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 580,232 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $30.6M.
  • MUFG Americas first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and held it in 23 quarters.
  • MUFG Americas's iShares Core MSCI EAFE ETF position peaked at $36M in Q4 2019.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.