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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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Altman Advisors's EFA Position: Q1 2026 in Review

Altman Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 7,258 shares — an estimated $697K sold.

Altman Advisors first reported a position in EFA in Q2 2021 and held it in 11 quarters. The position peaked at $697K in Q4 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Altman Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Altman Advisors sold 7,258 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $697K.
  • Altman Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2021 and held it in 11 quarters.
  • Altman Advisors's iShares MSCI EAFE ETF position peaked at $697K in Q4 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.