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

VCU Investment Management’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
2022
Q2 		– Sell
-45,739
Closed -$3.18M – 3
2022
Q1 		$3.18M Sell
45,739
-34,293
-43% -$2.43M 4.43% 4
2021
Q4 		$5.97M Sell
80,032
-52,030
-39% -$3.91M 4.62% 5
2021
Q3 		$9.81M Hold
132,062
– – 5.82% 5
2021
Q2 		$9.89M Sell
132,062
-5,484
-4% -$414K 5.82% 5
2021
Q1 		$9.91M Sell
137,546
-15,482
-10% -$1.11M 5.24% 6
2020
Q4 		$10.6M Hold
153,028
– – 5.46% 6
2020
Q3 		$9.22M Sell
153,028
-18,492
-11% -$1.12M 4.43% 7
2020
Q2 		$9.8M Sell
171,520
-484,718
-74% -$26.3M 4.99% 6
2020
Q1 		$32.7M Sell
656,238
-334,345
-34% -$19.9M 12.64% 3
2019
Q4 		$64.6M Buy
990,583
+285,800
+41% +$18.1M 14.8% 3
2019
Q3 		$43M Buy
704,783
+277,288
+65% +$16.7M 10.85% 3
2019
Q2 		$26.2M Hold
427,495
– – 6.78% 3
2019
Q1 		$26M Hold
427,495
– – 6.3% 3
2018
Q4 		$23.5M Buy
427,495
+66,916
+19% +$3.92M 6.05% 4
2018
Q3 		$23.1M Sell
360,579
-319,401
-47% -$20.4M 5.31% 4
2018
Q2 		$43.1M Buy
679,980
+1,169
+0.2% +$77.4K 12.88% 4
2018
Q1 		$44.7M Sell
678,811
-130,923
-16% -$8.8M 10.77% 6
2017
Q4 		$53.5M Buy
809,734
+12,340
+2% +$805K 13.12% 4
2017
Q3 		$51.2M Buy
797,394
+171,997
+28% +$10.8M 14.45% 5
2017
Q2 		$38.1M Buy
+625,397
New +$37.7M 8.06% 6

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCU Investment Management's IEFA Position: Q2 2022 in Review

VCU Investment Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2022, closing a stake of 45,739 shares — an estimated $3.18M sold.

VCU Investment Management first reported a position in IEFA in Q2 2017 and held it in 20 quarters. The position peaked at $64.6M in Q4 2019. 1,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

  • VCU Investment Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
  • VCU Investment Management sold 45,739 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $3.18M.
  • VCU Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and held it in 20 quarters.
  • VCU Investment Management's iShares Core MSCI EAFE ETF position peaked at $64.6M in Q4 2019.
  • 1,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

Based on VCU Investment Management's 13F filing for Q2 2022, filed 10 Aug 2022.