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Albion Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Albion Financial 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
2026
Q2 		$122K Hold
1,171
– – 0.01% 213
2026
Q1 		$114K Hold
1,171
– – 0.01% 200
2025
Q4 		$112K Hold
1,171
– – 0.01% 201
2025
Q3 		$109K Hold
1,171
– – 0.01% 198
2025
Q2 		$105K Buy
1,171
+64
+6% +$5.46K 0.01% 191
2025
Q1 		$90.5K Hold
1,107
– – 0.01% 209
2024
Q4 		$83.7K Hold
1,107
– – 0.01% 216
2024
Q3 		$92.6K Hold
1,107
– – 0.01% 207
2024
Q2 		$86.7K Hold
1,107
– – 0.01% 209
2024
Q1 		$88.4K Hold
1,107
– – 0.01% 201
2023
Q4 		$83.4K Hold
1,107
– – 0.01% 201
2023
Q3 		$76.3K Hold
1,107
– – 0.01% 197
2023
Q2 		$80.3K Hold
1,107
– – 0.01% 206
2023
Q1 		$79.2K Hold
1,107
– – 0.01% 194
2022
Q4 		$72.7K Sell
1,107
-183
-14% -$11.5K 0.01% 202
2022
Q3 		$72K Sell
1,290
-4,408
-77% -$275K 0.01% 199
2022
Q2 		$356K Hold
5,698
– – 0.04% 147
2022
Q1 		$419K Sell
5,698
-52
-0.9% -$3.89K 0.04% 160
2021
Q4 		$452K Buy
5,750
+4,460
+346% +$353K 0.04% 170
2021
Q3 		$101K Hold
1,290
– – 0.01% 212
2021
Q2 		$102K Buy
+1,290
New +$102K 0.01% 215
2020
Q4 		$94K Buy
+1,290
New +$88.2K 0.01% 214

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

Albion Financial Group's EFA Position: Q2 2026 in Review

Albion Financial Group held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 1,171 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #213.

Albion Financial Group first reported a position in EFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $452K in Q4 2021. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Albion Financial Group held 1,171 shares of iShares MSCI EAFE ETF worth $122K as of Q2 2026.
  • Albion Financial Group left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.01% of Albion Financial Group's portfolio in Q2 2026, its #213 holding.
  • Albion Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • Albion Financial Group's iShares MSCI EAFE ETF position peaked at $452K in Q4 2021.
  • 2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.