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

Schroder Investment Management Group’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
2025
Q1 		– Sell
-1,686
Closed -$127K – 1213
2024
Q4 		$127K Buy
+1,686
New +$134K ﹤0.01% 1182
2024
Q3 		– Sell
-63,853
Closed -$5M – 1220
2024
Q2 		$5M Buy
63,853
+2,322
+4% +$184K 0.01% 784
2024
Q1 		$4.91M Sell
61,531
-76,030
-55% -$5.82M 0.01% 783
2023
Q4 		$10.4M Buy
137,561
+7,402
+6% +$523K 0.01% 624
2023
Q3 		$8.97M Buy
130,159
+20,391
+19% +$1.46M 0.01% 637
2023
Q2 		$7.96M Buy
109,768
+16,025
+17% +$1.16M 0.01% 682
2023
Q1 		$6.7M Sell
93,743
-49,151
-34% -$3.44M 0.01% 720
2022
Q4 		$9.38M Buy
142,894
+24,114
+20% +$1.51M 0.01% 646
2022
Q3 		$6.65M Buy
118,780
+42,783
+56% +$2.67M 0.01% 715
2022
Q2 		$4.78M Buy
75,997
+8,598
+13% +$585K 0.01% 797
2022
Q1 		$5.04M Buy
+67,399
New +$5.04M 0.01% 836
2021
Q2 		– Sell
-538
Closed -$41K – 1540
2021
Q1 		$41K Buy
+538
New +$40.5K ﹤0.01% 1436
2020
Q3 		– Sell
-95,595
Closed -$5.82M – 1347
2020
Q2 		$5.82M Sell
95,595
-50,111
-34% -$2.9M 0.01% 656
2020
Q1 		$7.81M Sell
145,706
-104,225
-42% -$6.61M 0.02% 590
2019
Q4 		$17.4M Buy
249,931
+141,687
+131% +$9.57M 0.03% 523
2019
Q3 		$7.03M Sell
108,244
-310,925
-74% -$20M 0.01% 693
2019
Q2 		$27.6M Sell
419,169
-107,284
-20% -$7.02M 0.05% 378
2019
Q1 		$34.1M Buy
526,453
+5,787
+1% +$365K 0.06% 336
2018
Q4 		$30.6K Buy
520,666
+5,499
+1% +$343K 0.06% 342
2018
Q3 		$35M Sell
515,167
-369,615
-42% -$25M 0.06% 343
2018
Q2 		$58.9M Sell
884,782
-276
-0% -$19.4K 0.1% 241
2018
Q1 		$61.7M Sell
885,058
-145,420
-14% -$10.4M 0.11% 246
2017
Q4 		$72.5M Buy
1,030,478
+988,002
+2,326% +$68.7M 0.12% 222
2017
Q3 		$2.89M Buy
42,476
+7,359
+21% +$492K 0.01% 843
2017
Q2 		$2.29M Buy
+35,117
New +$2.27M ﹤0.01% 846

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schroder Investment Management Group's EFA Position: Q1 2025 in Review

Schroder Investment Management Group sold out of iShares MSCI EAFE ETF (EFA) in Q1 2025, closing a stake of 1,686 shares — an estimated $127K sold.

Schroder Investment Management Group first reported a position in EFA in Q2 2017 and held it in 25 quarters. The position peaked at $72.5M in Q4 2017. 1,958 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • Schroder Investment Management Group reported no remaining iShares MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Schroder Investment Management Group sold 1,686 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $127K.
  • Schroder Investment Management Group first reported a position in iShares MSCI EAFE ETF in Q2 2017 and held it in 25 quarters.
  • Schroder Investment Management Group's iShares MSCI EAFE ETF position peaked at $72.5M in Q4 2017.
  • 1,958 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Schroder Investment Management Group's 13F filing for Q1 2025, filed 13 May 2025.