AIP
EFA icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Almanack Investment Partners's EFA Position: Q1 2025 in Review

Almanack Investment Partners sold out of iShares MSCI EAFE ETF (EFA) in Q1 2025, closing a stake of 183,469 shares — an estimated $13.9M sold.

Almanack Investment Partners first reported a position in EFA in Q2 2018 and held it in 19 quarters. The position peaked at $18.9M in Q2 2021. 1,958 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • Almanack Investment Partners reported no remaining iShares MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 183,469 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $13.9M.
  • Almanack Investment Partners first reported a position in iShares MSCI EAFE ETF in Q2 2018 and held it in 19 quarters.
  • Almanack Investment Partners's iShares MSCI EAFE ETF position peaked at $18.9M in Q2 2021.
  • 1,958 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Almanack Investment Partners's 13F filing for Q1 2025, filed 25 Apr 2025.