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Mutual of America Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Mutual of America Capital Management’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
Q4 		– Sell
-2,794,757
Closed -$208M – 1651
2021
Q3 		$208M Buy
2,794,757
+27,275
+1% +$2.07M 2.06% 4
2021
Q2 		$207M Buy
2,767,482
+64,185
+2% +$4.85M 2.04% 4
2021
Q1 		$195M Buy
2,703,297
+55,600
+2% +$3.97M 2.04% 4
2020
Q4 		$183M Buy
2,647,697
+196,330
+8% +$12.7M 2.08% 4
2020
Q3 		$148M Buy
2,451,367
+377,907
+18% +$22.8M 1.97% 5
2020
Q2 		$119M Buy
2,073,460
+68,210
+3% +$3.7M 1.67% 5
2020
Q1 		$100M Buy
2,005,250
+117,513
+6% +$6.99M 1.67% 5
2019
Q4 		$123M Buy
1,887,737
+320,725
+20% +$20.3M 1.57% 4
2019
Q3 		$95.7M Buy
1,567,012
+229,590
+17% +$13.9M 1.33% 5
2019
Q2 		$82.1M Buy
1,337,422
+156,903
+13% +$9.61M 1.16% 6
2019
Q1 		$71.7M Buy
1,180,519
+216,000
+22% +$12.7M 1.04% 6
2018
Q4 		$53M Buy
964,519
+136,500
+16% +$8.01M 0.88% 6
2018
Q3 		$53.1M Buy
828,019
+110,000
+15% +$7.01M 0.75% 9
2018
Q2 		$45.5M Buy
718,019
+90,000
+14% +$5.96M 0.68% 10
2018
Q1 		$41.4M Buy
628,019
+128,000
+26% +$8.6M 0.64% 12
2017
Q4 		$33M Buy
500,019
+126,000
+34% +$8.21M 0.5% 20
2017
Q3 		$24M Buy
374,019
+86,100
+30% +$5.39M 0.39% 29
2017
Q2 		$17.5M Buy
287,919
+86,600
+43% +$5.23M 0.3% 43
2017
Q1 		$11.7M Buy
201,319
+62,838
+45% +$3.53M 0.21% 65
2016
Q4 		$7.43M Buy
138,481
+65,550
+90% +$3.52M 0.14% 142
2016
Q3 		$4.02M Buy
72,931
+18,281
+33% +$987K 0.08% 377
2016
Q2 		$2.84M Buy
+54,650
New +$2.92M 0.06% 530

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Mutual of America Capital Management's IEFA Position: Q4 2021 in Review

Mutual of America Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2021, closing a stake of 2,794,757 shares — an estimated $208M sold.

Mutual of America Capital Management first reported a position in IEFA in Q2 2016 and held it in 22 quarters. The position peaked at $208M in Q3 2021. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2021.

  • Mutual of America Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
  • Mutual of America Capital Management sold 2,794,757 iShares Core MSCI EAFE ETF shares in Q4 2021, an estimated $208M.
  • Mutual of America Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2016 and held it in 22 quarters.
  • Mutual of America Capital Management's iShares Core MSCI EAFE ETF position peaked at $208M in Q3 2021.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2021.

Based on Mutual of America Capital Management's 13F filing for Q4 2021, filed 3 Feb 2022.