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A&I Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

A&I Financial Services’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
2026
Q2 		$41.6M Buy
+400,128
New +$41.2M 18.1% 1
2019
Q1 		– Sell
-216,344
Closed -$12.7M – 21
2018
Q4 		$12.7M Buy
216,344
+6,473
+3% +$404K 21.48% 1
2018
Q3 		$14.3M Buy
+209,871
New +$14.2M 35.78% 1

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

A&I Financial Services's EFA Position: Q2 2026 in Review

A&I Financial Services opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 400,128 shares worth $41.6M. The stake represents 18.1% of the portfolio and ranks #1 among its holdings. This is a return to the name: A&I Financial Services previously reported a position in EFA as recently as Q4 2018.

A&I Financial Services first reported a position in EFA in Q3 2018 and has held it in 3 quarters since. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • A&I Financial Services held 400,128 shares of iShares MSCI EAFE ETF worth $41.6M as of Q2 2026.
  • iShares MSCI EAFE ETF was a new A&I Financial Services position in Q2 2026.
  • iShares MSCI EAFE ETF made up 18.1% of A&I Financial Services's portfolio in Q2 2026, its #1 holding.
  • A&I Financial Services first reported a position in iShares MSCI EAFE ETF in Q3 2018 and has held it in 3 quarters since.
  • 2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.