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Sun Life Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sun Life Financial’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
2019
Q1 		– Sell
-101,447
Closed -$5.58M – 618
2018
Q4 		$5.58M Hold
101,447
– – 1.18% 10
2018
Q3 		$6.5M Hold
101,447
– – 1.18% 11
2018
Q2 		$6.43M Buy
101,447
+94,764
+1,418% +$6.27M 0.92% 16
2018
Q1 		$101K Buy
+6,683
New +$449K 0.91% 17
2016
Q4 		– Sell
-102,075
Closed -$5.63M – 506
2016
Q3 		$5.63M Hold
102,075
– – 0.7% 21
2016
Q2 		$5.3M Hold
102,075
– – 0.63% 20
2016
Q1 		$5.42K Hold
102,075
– – 0.01% 60
2015
Q4 		$5.55M Buy
+102,075
New +$5.66M 0.76% 18

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sun Life Financial's IEFA Position: Q1 2019 in Review

Sun Life Financial sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2019, closing a stake of 101,447 shares — an estimated $5.58M sold.

Sun Life Financial first reported a position in IEFA in Q4 2015 and held it in 8 quarters. The position peaked at $6.5M in Q3 2018. 920 funds tracked by Wall St. Rank hold IEFA as of Q1 2019.

  • Sun Life Financial reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2019 after selling out during the quarter.
  • Sun Life Financial sold 101,447 iShares Core MSCI EAFE ETF shares in Q1 2019, an estimated $5.58M.
  • Sun Life Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and held it in 8 quarters.
  • Sun Life Financial's iShares Core MSCI EAFE ETF position peaked at $6.5M in Q3 2018.
  • 920 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2019.

Based on Sun Life Financial's 13F filing for Q1 2019, filed 14 May 2019.