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American Investment Services’s iShares MSCI EAFE ETF EFA Stock Holding History

American Investment Services’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 		$360K Hold
3,704
– – 0.08% 107
2025
Q4 		$356K Sell
3,704
-385
-9% -$36.5K 0.08% 108
2025
Q3 		$382K Sell
4,089
-21
-0.5% -$1.91K 0.09% 105
2025
Q2 		$367K Sell
4,110
-342
-8% -$29.2K 0.09% 103
2025
Q1 		$364K Sell
4,452
-25
-0.6% -$2.02K 0.06% 125
2024
Q4 		$339K Buy
4,477
+598
+15% +$47.4K 0.06% 128
2024
Q3 		$324K Hold
3,879
– – 0.05% 131
2024
Q2 		$304K Sell
3,879
-20
-0.5% -$1.58K 0.05% 129
2024
Q1 		$311K Sell
3,899
-40
-1% -$3.06K 0.06% 123
2023
Q4 		$297K Hold
3,939
– – 0.06% 122
2023
Q3 		$271K Hold
3,939
– – 0.06% 120
2023
Q2 		$286K Sell
3,939
-430
-10% -$31.2K 0.06% 120
2023
Q1 		$287K Hold
4,369
– – 0.06% 116
2022
Q4 		$287K Sell
4,369
-25
-0.6% -$1.57K 0.06% 116
2022
Q3 		$246K Sell
4,394
-25
-0.6% -$1.56K 0.06% 109
2022
Q2 		$276K Hold
4,419
– – 0.06% 106
2022
Q1 		$325K Sell
4,419
-35
-0.8% -$2.62K 0.07% 96
2021
Q4 		$350K Buy
4,454
+407
+10% +$32.2K 0.08% 99
2021
Q3 		$316K Buy
4,047
+175
+5% +$14K 0.07% 100
2021
Q2 		$305K Buy
3,872
+250
+7% +$19.9K 0.07% 98
2021
Q1 		$275K Sell
3,622
-280
-7% -$21.1K 0.07% 99
2020
Q4 		$285K Sell
3,902
-185
-5% -$12.7K 0.09% 115
2020
Q3 		$260K Hold
4,087
– – 0.09% 124
2020
Q2 		$249K Buy
4,087
+25
+0.6% +$1.45K 0.09% 123
2020
Q1 		$217K Buy
4,062
+20
+0.5% +$1.27K 0.08% 128
2019
Q4 		$281K Hold
4,042
– – 0.08% 122
2019
Q3 		$264K Buy
4,042
+65
+2% +$4.19K 0.08% 119
2019
Q2 		$261K Sell
3,977
-38
-0.9% -$2.49K 0.08% 119
2019
Q1 		$260K Sell
4,015
-180
-4% -$11.3K 0.08% 115
2018
Q4 		$247K Buy
4,195
+719
+21% +$44.9K 0.09% 105
2018
Q3 		$236K Hold
3,476
– – 0.08% 107
2018
Q2 		$233K Buy
3,476
+300
+9% +$21K 0.08% 106
2018
Q1 		$221K Sell
3,176
-90
-3% -$6.42K 0.08% 108
2017
Q4 		$230K Sell
3,266
-100
-3% -$6.95K 0.08% 107
2017
Q3 		$231K Sell
3,366
-2,609
-44% -$174K 0.09% 99
2017
Q2 		$390K Sell
5,975
-213
-3% -$13.8K 0.15% 78
2017
Q1 		$385K Sell
6,188
-135
-2% -$8.16K 0.16% 79
2016
Q4 		$365K Sell
6,323
-604
-9% -$34.8K 0.15% 81
2016
Q3 		$410K Buy
6,927
+657
+10% +$38.1K 0.17% 78
2016
Q2 		$350K Sell
6,270
-20
-0.3% -$1.15K 0.15% 78
2016
Q1 		$360K Buy
6,290
+292
+5% +$16.1K 0.18% 71
2015
Q4 		$352K Sell
5,998
-1,020
-15% -$61.4K 0.19% 66
2015
Q3 		$402K Sell
7,018
-45
-0.6% -$2.78K 0.22% 61
2015
Q2 		$448K Buy
7,063
+310
+5% +$20.6K 0.24% 63
2015
Q1 		$433K Buy
6,753
+10
+0.1% +$630 0.24% 61
2014
Q4 		$410K Buy
6,743
+875
+15% +$54.6K 0.22% 63
2014
Q3 		$376K Buy
5,868
+195
+3% +$13K 0.21% 62
2014
Q2 		$388K Hold
5,673
– – 0.21% 62
2014
Q1 		$381K Buy
5,673
+184
+3% +$12.2K 0.22% 53
2013
Q4 		$368K Sell
5,489
-147
-3% -$9.6K 0.22% 50
2013
Q3 		$360K Sell
5,636
-667
-11% -$40.9K 0.23% 50
2013
Q2 		$361K Buy
+6,303
New +$381K 0.23% 58

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

American Investment Services's EFA Position: Q1 2026 in Review

American Investment Services held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 3,704 shares worth $360K. The position accounts for 0.08% of the portfolio, ranked #107.

American Investment Services first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $448K in Q2 2015. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • American Investment Services held 3,704 shares of iShares MSCI EAFE ETF worth $360K as of Q1 2026.
  • American Investment Services left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.08% of American Investment Services's portfolio in Q1 2026, its #107 holding.
  • American Investment Services first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
  • American Investment Services's iShares MSCI EAFE ETF position peaked at $448K in Q2 2015.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.