Altman Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Altman Advisors’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	$686K	Buy	+6,605	New	+$679K	0.25%	81
2026 Q1	–	Sell	-7,258	Closed	-$697K	–	85
2025 Q4	$697K	Buy	7,258 +69	+1%	+$6.54K	0.26%	84
2025 Q3	$671K	Sell	7,189 -51	-0.7%	-$4.64K	0.26%	84
2025 Q2	$646K	Sell	7,240 -238	-3%	-$20.3K	0.26%	85
2025 Q1	$634K	Buy	7,478 +108	+1%	+$8.71K	0.29%	86
2024 Q4	$557K	Buy	7,370 +52	+0.7%	+$4.12K	0.24%	90
2024 Q3	$612K	Buy	+7,318	New	+$589K	0.27%	87
2024 Q2	–	Sell	-6,905	Closed	-$549K	–	78
2024 Q1	$549K	Buy	6,905 +199	+3%	+$15.2K	0.27%	90
2023 Q4	$505K	Buy	6,706 +465	+7%	+$32.9K	0.27%	90
2023 Q3	$430K	Buy	+6,241	New	+$447K	0.27%	87
2021 Q4	–	Sell	-2,649	Closed	-$213K	–	78
2021 Q3	$213K	Sell	2,649 -74	-3%	-$5.92K	0.12%	78
2021 Q2	$219K	Buy	+2,723	New	+$216K	0.12%	77

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Altman Advisors's EFA Position: Q2 2026 in Review

Altman Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 6,605 shares worth $686K. The stake represents 0.25% of the portfolio and ranks #81 among its holdings. This is a return to the name: Altman Advisors previously reported a position in EFA as recently as Q4 2025.

Altman Advisors first reported a position in EFA in Q2 2021 and has held it in 12 quarters since. The position peaked at $697K in Q4 2025. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Altman Advisors held 6,605 shares of iShares MSCI EAFE ETF worth $686K as of Q2 2026.
iShares MSCI EAFE ETF was a new Altman Advisors position in Q2 2026.
iShares MSCI EAFE ETF made up 0.25% of Altman Advisors's portfolio in Q2 2026, its #81 holding.
Altman Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2021 and has held it in 12 quarters since.
Altman Advisors's iShares MSCI EAFE ETF position peaked at $697K in Q4 2025.
2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Altman Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.