Wellington Management Group
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Wellington Management Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Wellington Management Group’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
2017
Q1 		– Sell
-41,272
Closed -$42K – 2252
2016
Q4 		$42K Buy
+41,272
New +$2.38M ﹤0.01% 2170

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Management Group's EFA Position: Q4 2024 in Review

Wellington Management Group sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 189,698 shares — an estimated $15M sold.

Wellington Management Group first reported a position in EFA in Q2 2013 and held it in 37 quarters. The position peaked at $238M in Q4 2014. 1,940 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • Wellington Management Group reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Wellington Management Group sold 189,698 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $15M.
  • Wellington Management Group first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 37 quarters.
  • Wellington Management Group's iShares MSCI EAFE ETF position peaked at $238M in Q4 2014.
  • 1,940 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Wellington Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.