UOSC
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University of Southern California’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

University of Southern California’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
2013
Q3 		– Sell
-2,901,047
Closed -$149M – 2
2013
Q2 		$149M Buy
+2,901,047
New +$157M 27.35% 2

Other funds holding IEFA

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFS
Community Financial System Dewitt, New York $457M AUM 10% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

University of Southern California's IEFA Position: Q3 2013 in Review

University of Southern California sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2013, closing a stake of 2,901,047 shares — an estimated $149M sold.

University of Southern California first reported a position in IEFA in Q2 2013 and held it in 1 quarter. The position peaked at $149M in Q2 2013. 55 funds tracked by Wall St. Rank hold IEFA as of Q3 2013.

  • University of Southern California reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2013 after selling out during the quarter.
  • University of Southern California sold 2,901,047 iShares Core MSCI EAFE ETF shares in Q3 2013, an estimated $149M.
  • University of Southern California first reported a position in iShares Core MSCI EAFE ETF in Q2 2013 and held it in 1 quarter.
  • University of Southern California's iShares Core MSCI EAFE ETF position peaked at $149M in Q2 2013.
  • 55 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2013.

Based on University of Southern California's 13F filing for Q3 2013.