Sun Life Financial’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.02M | Buy |
72,248
+76
| +0.1% | +$7.6K | 0.4% | 18 |
|
|
2025
Q4 | $6.93M | Buy |
72,172
+24,910
| +53% | +$2.36M | 0.36% | 18 |
|
|
2025
Q3 | $4.41M | Sell |
47,262
-8,500
| -15% | -$773K | 0.23% | 25 |
|
|
2025
Q2 | $4.99M | Buy |
55,762
+54,700
| +5,151% | +$4.67M | 0.27% | 30 |
|
|
2025
Q1 | $87K | Sell |
1,062
-60,040
| -98% | -$4.84M | 0.01% | 32 |
|
|
2024
Q4 | $4.62M | Buy |
61,102
+5,300
| +9% | +$420K | 0.26% | 30 |
|
|
2024
Q3 | $4.67M | Sell |
55,802
-8,010
| -13% | -$644K | 0.26% | 29 |
|
|
2024
Q2 | $5M | Buy |
63,812
+32,400
| +103% | +$2.57M | 0.3% | 24 |
|
|
2024
Q1 | $2.51M | Sell |
31,412
-9,200
| -23% | -$704K | 0.16% | 28 |
|
|
2023
Q4 | $3.06M | Sell |
40,612
-18,400
| -31% | -$1.3M | 0.18% | 20 |
|
|
2023
Q3 | $4.07M | Buy |
59,012
+4,650
| +9% | +$333K | 0.3% | 18 |
|
|
2023
Q2 | $3.94M | Buy |
54,362
+11,300
| +26% | +$821K | 0.24% | 25 |
|
|
2023
Q1 | $3.08M | Buy |
43,062
+32,220
| +297% | +$2.25M | 0.22% | 24 |
|
|
2022
Q4 | $712K | Sell |
10,842
-55,350
| -84% | -$3.47M | 0.05% | 41 |
|
|
2022
Q3 | $3.71M | Buy |
66,192
+11,580
| +21% | +$722K | 0.3% | 21 |
|
|
2022
Q2 | $3.41M | Buy |
54,612
+1,100
| +2% | +$74.9K | 0.26% | 22 |
|
|
2022
Q1 | $3.94M | Buy |
53,512
+20,600
| +63% | +$1.54M | 0.18% | 26 |
|
|
2021
Q4 | $2.59M | Sell |
32,912
-5,200
| -14% | -$412K | 0.1% | 30 |
|
|
2021
Q3 | $2.97M | Buy |
38,112
+12,250
| +47% | +$980K | 0.17% | 26 |
|
|
2021
Q2 | $2.04M | Buy |
25,862
+20,550
| +387% | +$1.63M | 0.1% | 27 |
|
|
2021
Q1 | $403K | Sell |
5,312
-27,950
| -84% | -$2.1M | 0.03% | 74 |
|
|
2020
Q4 | $2.43M | Sell |
33,262
-36,850
| -53% | -$2.52M | 0.32% | 25 |
|
|
2020
Q3 | $4.46M | Buy |
70,112
+5,250
| +8% | +$336K | 0.71% | 20 |
|
|
2020
Q2 | $3.95M | Sell |
64,862
-28,700
| -31% | -$1.66M | 0.77% | 18 |
|
|
2020
Q1 | $5M | Buy |
93,562
+78,400
| +517% | +$4.98M | 1.26% | 8 |
|
|
2019
Q4 | $1.05M | Sell |
15,162
-8,750
| -37% | -$591K | 0.28% | 26 |
|
|
2019
Q3 | $1.56M | Sell |
23,912
-8,050
| -25% | -$519K | 0.4% | 20 |
|
|
2019
Q2 | $2.1M | Sell |
31,962
-16,900
| -35% | -$1.11M | 0.53% | 16 |
|
|
2019
Q1 | $3.17M | Buy |
48,862
+250
| +0.5% | +$15.8K | 0.7% | 15 |
|
|
2018
Q4 | $2.86M | Buy |
48,612
+7,250
| +18% | +$453K | 0.6% | 16 |
|
|
2018
Q3 | $2.81M | Sell |
41,362
-576,230
| -93% | -$38.9M | 0.51% | 23 |
|
|
2018
Q2 | $41.4M | Buy |
617,592
+543,463
| +733% | +$38.1M | 5.89% | 5 |
|
|
2018
Q1 | $1.06M | Sell |
74,129
-998,714
| -93% | -$71.2M | 9.5% | 2 |
|
|
2017
Q4 | $75.4M | Buy |
1,072,843
+39,900
| +4% | +$2.77M | 7.72% | 3 |
|
|
2017
Q3 | $70.7M | Buy |
1,032,943
+425,084
| +70% | +$28.4M | 6.99% | 3 |
|
|
2017
Q2 | $39.6M | Buy |
607,859
+582,257
| +2,274% | +$37.7M | 4.24% | 4 |
|
|
2017
Q1 | $411K | Buy |
25,602
+125
| +0.5% | +$7.56K | 0.9% | 19 |
|
|
2016
Q4 | $441K | Sell |
25,477
-617,173
| -96% | -$35.6M | 4.94% | 6 |
|
|
2016
Q3 | $38M | Sell |
642,650
-165,150
| -20% | -$9.57M | 4.73% | 5 |
|
|
2016
Q2 | $45.1M | Buy |
807,800
+460,700
| +133% | +$26.5M | 5.33% | 3 |
|
|
2016
Q1 | $19.8K | Buy |
+347,100
| New | +$19.1M | 0.04% | 53 |
|
|
2015
Q4 | – | Sell |
-93,960
| Closed | -$5.39M | – | 108 |
|
|
2015
Q3 | $5.39M | Sell |
93,960
-327,400
| -78% | -$20.2M | 1.15% | 16 |
|
|
2015
Q2 | $26.8M | Sell |
421,360
-12,802
| -3% | -$852K | 2.85% | 8 |
|
|
2015
Q1 | $27.9M | Buy |
434,162
+221,300
| +104% | +$13.9M | 2.89% | 8 |
|
|
2014
Q4 | $13M | Sell |
212,862
-3,800
| -2% | -$237K | 1.36% | 12 |
|
|
2014
Q3 | $13.9M | Buy |
216,662
+27,000
| +14% | +$1.8M | 1.46% | 12 |
|
|
2014
Q2 | $13M | Buy |
189,662
+3,800
| +2% | +$260K | 1.34% | 11 |
|
|
2014
Q1 | $12.5M | Sell |
185,862
-204,651
| -52% | -$13.5M | 1.25% | 14 |
|
|
2013
Q4 | $26.2M | Sell |
390,513
-104,280
| -21% | -$6.81M | 2.32% | 5 |
|
|
2013
Q3 | $31.6M | Sell |
494,793
-39,745
| -7% | -$2.44M | 2.83% | 5 |
|
|
2013
Q2 | $30.7M | Buy |
+534,538
| New | +$32.3M | 2.58% | 3 |
|
Other funds holding EFA
NMIMC
Sun Life Financial's EFA Position: Q1 2026 in Review
Sun Life Financial increased its iShares MSCI EAFE ETF (EFA) stake by 0.11% in Q1 2026, buying an estimated $7.6K and bringing the position to 72,248 shares worth $7.02M. The position accounts for 0.4% of the portfolio, ranked #18.
Sun Life Financial first reported a position in EFA in Q2 2013 and has held it in 51 quarters since. The position peaked at $75.4M in Q4 2017. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Sun Life Financial held 72,248 shares of iShares MSCI EAFE ETF worth $7.02M as of Q1 2026.
- Sun Life Financial bought 76 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $7.6K.
- iShares MSCI EAFE ETF made up 0.4% of Sun Life Financial's portfolio in Q1 2026, its #18 holding.
- Sun Life Financial first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 51 quarters since.
- Sun Life Financial's iShares MSCI EAFE ETF position peaked at $75.4M in Q4 2017.
- 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Sun Life Financial's 13F filing for Q1 2026, filed 14 May 2026.