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American Trust’s iShares MSCI EAFE ETF EFA Stock Holding History

American Trust’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 		$222K Buy
2,288
+41
+2% +$4.1K 0.02% 288
2025
Q4 		$216K Sell
2,247
-154
-6% -$14.6K 0.02% 301
2025
Q3 		$224K Buy
2,401
+65
+3% +$5.91K 0.02% 289
2025
Q2 		$209K Sell
2,336
-32,251
-93% -$2.75M 0.02% 279
2025
Q1 		$2.83M Buy
34,587
+31,639
+1,073% +$2.55M 0.7% 42
2024
Q4 		$223K Buy
+2,948
New +$233K 0.02% 283
2023
Q4 		– Sell
-8,543
Closed -$589K – 291
2023
Q3 		$589K Sell
8,543
-12,830
-60% -$919K 0.05% 129
2023
Q2 		$1.55M Buy
21,373
+7
+0% +$508 0.11% 111
2023
Q1 		$1.53M Sell
21,366
-7,844
-27% -$549K 0.11% 113
2022
Q4 		$1.92M Buy
29,210
+16,497
+130% +$1.03M 0.18% 98
2022
Q3 		$712K Sell
12,713
-650
-5% -$40.5K 0.06% 149
2022
Q2 		$835K Sell
13,363
-5,455
-29% -$371K 0.07% 143
2022
Q1 		$1.39M Buy
18,818
+10,340
+122% +$773K 0.09% 120
2021
Q4 		$667K Buy
+8,478
New +$671K 0.05% 136

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 Trust's EFA Position: Q1 2026 in Review

American Trust increased its iShares MSCI EAFE ETF (EFA) stake by 1.8% in Q1 2026, buying an estimated $4.1K and bringing the position to 2,288 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #288.

American Trust first reported a position in EFA in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.83M in Q1 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • American Trust held 2,288 shares of iShares MSCI EAFE ETF worth $222K as of Q1 2026.
  • American Trust bought 41 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $4.1K.
  • iShares MSCI EAFE ETF made up 0.02% of American Trust's portfolio in Q1 2026, its #288 holding.
  • American Trust first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 14 quarters since.
  • American Trust's iShares MSCI EAFE ETF position peaked at $2.83M in Q1 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.