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EFA icon

AlTi Global’s iShares MSCI EAFE ETF EFA Stock Holding History

AlTi Global’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 		$608M Sell
5,853,778
-368,937
-6% -$37.9M 12.57% 1
2026
Q1 		$604M Buy
6,222,715
+69,780
+1% +$6.98M 13.14% 1
2025
Q4 		$591M Buy
6,152,935
+152,513
+3% +$14.5M 12.67% 1
2025
Q3 		$560M Buy
6,000,422
+141,445
+2% +$12.9M 13.14% 1
2025
Q2 		$524M Buy
5,858,977
+61,599
+1% +$5.26M 13.14% 1
2025
Q1 		$474M Sell
5,797,378
-1,565,795
-21% -$126M 12.42% 1
2024
Q4 		$557M Buy
7,363,173
+434,415
+6% +$34.4M 13.44% 1
2024
Q3 		$579M Buy
6,928,758
+273,481
+4% +$22M 13.93% 1
2024
Q2 		$521M Buy
6,655,277
+517,329
+8% +$41M 14% 1
2024
Q1 		$490M Buy
6,137,948
+601,693
+11% +$46M 13.63% 1
2023
Q4 		$417M Buy
+5,536,255
New +$391M 12.77% 1

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

AlTi Global's EFA Position: Q2 2026 in Review

AlTi Global reduced its iShares MSCI EAFE ETF (EFA) stake by 5.9% in Q2 2026, selling an estimated $37.9M and leaving 5,853,778 shares worth $608M. The position accounts for 12.57% of the portfolio, ranked #1.

AlTi Global first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • AlTi Global held 5,853,778 shares of iShares MSCI EAFE ETF worth $608M as of Q2 2026.
  • AlTi Global sold 368,937 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $37.9M.
  • iShares MSCI EAFE ETF made up 12.57% of AlTi Global's portfolio in Q2 2026, its #1 holding.
  • AlTi Global first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.