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Alley Investment Management Company’s iShares MSCI EAFE ETF EFA Stock Holding History

Alley Investment Management Company’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 		$929K Sell
8,945
-150
-2% -$15.4K 0.11% 69
2026
Q1 		$883K Hold
9,095
– – 0.11% 67
2025
Q4 		$873K Hold
9,095
– – 0.1% 69
2025
Q3 		$849K Hold
9,095
– – 0.1% 69
2025
Q2 		$813K Sell
9,095
-174
-2% -$14.9K 0.1% 68
2025
Q1 		$758K Sell
9,269
-130
-1% -$10.5K 0.1% 69
2024
Q4 		$711K Sell
9,399
-43
-0.5% -$3.4K 0.09% 69
2024
Q3 		$790K Hold
9,442
– – 0.1% 68
2024
Q2 		$740K Hold
9,442
– – 0.1% 69
2024
Q1 		$754K Sell
9,442
-125
-1% -$9.56K 0.1% 67
2023
Q4 		$721K Buy
9,567
+3,374
+54% +$238K 0.11% 69
2023
Q3 		$427K Hold
6,193
– – 0.07% 72
2023
Q2 		$449K Sell
6,193
-45
-0.7% -$3.27K 0.07% 74
2023
Q1 		$446K Sell
6,238
-50
-0.8% -$3.5K 0.07% 72
2022
Q4 		$413K Sell
6,288
-106
-2% -$6.64K 0.07% 74
2022
Q3 		$358K Hold
6,394
– – 0.07% 73
2022
Q2 		$400K Sell
6,394
-53
-0.8% -$3.61K 0.08% 71
2022
Q1 		$474K Buy
+6,447
New +$482K 0.08% 69

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Alley Investment Management Company's EFA Position: Q2 2026 in Review

Alley Investment Management Company reduced its iShares MSCI EAFE ETF (EFA) stake by 1.6% in Q2 2026, selling an estimated $15.4K and leaving 8,945 shares worth $929K. The position accounts for 0.11% of the portfolio, ranked #69.

Alley Investment Management Company first reported a position in EFA in Q1 2022 and has held it in 18 quarters since. 1,722 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Alley Investment Management Company held 8,945 shares of iShares MSCI EAFE ETF worth $929K as of Q2 2026.
  • Alley Investment Management Company sold 150 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $15.4K.
  • iShares MSCI EAFE ETF made up 0.11% of Alley Investment Management Company's portfolio in Q2 2026, its #69 holding.
  • Alley Investment Management Company first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,722 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.