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Almanack Investment Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Almanack Investment Partners’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 		$210K Buy
+2,024
New +$208K 0.03% 287
2025
Q1 		– Sell
-183,469
Closed -$13.9M – 165
2024
Q4 		$13.9M Buy
183,469
+5,871
+3% +$465K 2.14% 10
2024
Q3 		$14.9M Buy
177,598
+6,816
+4% +$548K 2.33% 11
2024
Q2 		$13.4M Buy
170,782
+13,011
+8% +$1.03M 2.25% 11
2024
Q1 		$12.6M Buy
157,771
+12,118
+8% +$927K 2.14% 10
2023
Q4 		$11M Buy
145,653
+29,899
+26% +$2.11M 2.04% 10
2023
Q3 		$7.98M Buy
115,754
+5,365
+5% +$384K 1.54% 12
2023
Q2 		$8M Sell
110,389
-940
-0.8% -$68.3K 1.41% 13
2023
Q1 		$7.96M Sell
111,329
-8,159
-7% -$571K 1.57% 13
2022
Q4 		$7.84M Buy
119,488
+27,650
+30% +$1.73M 1.67% 12
2022
Q3 		$5.14M Buy
91,838
+18,638
+25% +$1.16M 1.01% 11
2022
Q2 		$4.57M Buy
73,200
+27,346
+60% +$1.86M 0.46% 37
2022
Q1 		$3.38M Buy
45,854
+24,717
+117% +$1.85M 0.29% 61
2021
Q4 		$1.67M Buy
21,137
+3,249
+18% +$257K 0.14% 103
2021
Q3 		$1.4M Sell
17,888
-222,046
-93% -$17.8M 0.12% 127
2021
Q2 		$18.9M Buy
239,934
+229,009
+2,096% +$18.2M 1.81% 13
2021
Q1 		$829K Sell
10,925
-171,596
-94% -$12.9M 0.08% 157
2020
Q4 		$13.3M Buy
182,521
+168,592
+1,210% +$11.5M 1.52% 16
2020
Q3 		$958K Buy
+13,929
New +$891K 0.12% 114
2018
Q3 		– Sell
-2,475
Closed -$166K – 271
2018
Q2 		$166K Buy
+2,475
New +$174K 0.07% 117

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

Almanack Investment Partners's EFA Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 2,024 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #287 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in EFA as recently as Q4 2024.

Almanack Investment Partners first reported a position in EFA in Q2 2018 and has held it in 20 quarters since. The position peaked at $18.9M in Q2 2021. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Almanack Investment Partners held 2,024 shares of iShares MSCI EAFE ETF worth $210K as of Q2 2026.
  • iShares MSCI EAFE ETF was a new Almanack Investment Partners position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.03% of Almanack Investment Partners's portfolio in Q2 2026, its #287 holding.
  • Almanack Investment Partners first reported a position in iShares MSCI EAFE ETF in Q2 2018 and has held it in 20 quarters since.
  • Almanack Investment Partners's iShares MSCI EAFE ETF position peaked at $18.9M in Q2 2021.
  • 2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.