AFM
EFA icon

Abbot Financial Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Abbot Financial 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
2026
Q2 		$257K Buy
+2,471
New +$254K 0.09% 127
2021
Q2 		– Sell
-2,736
Closed -$208K – 134
2021
Q1 		$208K Sell
2,736
-2,125
-44% -$160K 0.09% 126
2020
Q4 		$355K Sell
4,861
-500
-9% -$34.2K 0.2% 89
2020
Q3 		$341K Sell
5,361
-400
-7% -$25.6K 0.22% 87
2020
Q2 		$351K Sell
5,761
-400
-6% -$23.1K 0.24% 87
2020
Q1 		$329K Sell
6,161
-435
-7% -$27.6K 0.27% 82
2019
Q4 		$458K Hold
6,596
– – 0.29% 79
2019
Q3 		$430K Hold
6,596
– – 0.31% 82
2019
Q2 		$434K Sell
6,596
-250
-4% -$16.4K 0.31% 78
2019
Q1 		$444K Sell
6,846
-50
-0.7% -$3.15K 0.34% 73
2018
Q4 		$405K Buy
6,896
+600
+10% +$37.5K 0.36% 69
2018
Q3 		$428K Sell
6,296
-100
-2% -$6.75K 0.32% 76
2018
Q2 		$428K Sell
6,396
-455
-7% -$31.9K 0.34% 74
2018
Q1 		$477K Sell
6,851
-25
-0.4% -$1.78K 0.38% 70
2017
Q4 		$483K Sell
6,876
-75
-1% -$5.21K 0.39% 72
2017
Q3 		$482K Sell
6,951
-275
-4% -$18.4K 0.4% 72
2017
Q2 		$471K Buy
+7,226
New +$468K 0.42% 70

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

Abbot Financial Management's EFA Position: Q2 2026 in Review

Abbot Financial Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 2,471 shares worth $257K. The stake represents 0.09% of the portfolio and ranks #127 among its holdings. This is a return to the name: Abbot Financial Management previously reported a position in EFA as recently as Q1 2021.

Abbot Financial Management first reported a position in EFA in Q2 2017 and has held it in 17 quarters since. The position peaked at $483K in Q4 2017. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Abbot Financial Management held 2,471 shares of iShares MSCI EAFE ETF worth $257K as of Q2 2026.
  • iShares MSCI EAFE ETF was a new Abbot Financial Management position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.09% of Abbot Financial Management's portfolio in Q2 2026, its #127 holding.
  • Abbot Financial Management first reported a position in iShares MSCI EAFE ETF in Q2 2017 and has held it in 17 quarters since.
  • Abbot Financial Management's iShares MSCI EAFE ETF position peaked at $483K in Q4 2017.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Abbot Financial Management's 13F filing for Q2 2026, filed 6 Aug 2026.