VIM
EFA icon

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

VCU Investment Management’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
2018
Q2 		– Sell
-774,523
Closed -$54M – 11
2018
Q1 		$54M Hold
774,523
– – 13% 3
2017
Q4 		$54.5M Hold
774,523
– – 13.35% 3
2017
Q3 		$53M Sell
774,523
-408,380
-35% -$27.3M 14.98% 4
2017
Q2 		$77.1M Sell
1,182,903
-301,931
-20% -$19.5M 16.33% 4
2017
Q1 		$92.5M Sell
1,484,834
-153,777
-9% -$9.3M 23.83% 2
2016
Q4 		$94.6M Buy
+1,638,611
New +$94.5M 23.16% 2

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VCU Investment Management's EFA Position: Q2 2018 in Review

VCU Investment Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2018, closing a stake of 774,523 shares — an estimated $54M sold.

VCU Investment Management first reported a position in EFA in Q4 2016 and held it in 6 quarters. The position peaked at $94.6M in Q4 2016. 1,285 funds tracked by Wall St. Rank hold EFA as of Q2 2018.

  • VCU Investment Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2018 after selling out during the quarter.
  • VCU Investment Management sold 774,523 iShares MSCI EAFE ETF shares in Q2 2018, an estimated $54M.
  • VCU Investment Management first reported a position in iShares MSCI EAFE ETF in Q4 2016 and held it in 6 quarters.
  • VCU Investment Management's iShares MSCI EAFE ETF position peaked at $94.6M in Q4 2016.
  • 1,285 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2018.

Based on VCU Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.