Americana Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Americana Partners’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	$2.26M	Sell	21,721 -25	-0.1%	-$2.57K	0.05%	218
2026 Q1	$2.11M	Hold	21,746	–	–	0.05%	210
2025 Q4	$2.09M	Buy	21,746 +339	+2%	+$32.2K	0.06%	206
2025 Q3	$2M	Buy	21,407 +4,653	+28%	+$423K	0.06%	195
2025 Q2	$1.5M	Buy	+16,754	New	+$1.43M	0.05%	218
2025 Q1	–	Sell	-16,726	Closed	-$1.26M	–	382
2024 Q4	$1.26M	Hold	16,726	–	–	0.05%	205
2024 Q3	$1.4M	Sell	16,726 -2,138	-11%	-$172K	0.1%	165
2024 Q2	$1.48M	Buy	+18,864	New	+$1.49M	0.12%	154
2023 Q1	–	Sell	-3,389	Closed	-$222K	–	278
2022 Q4	$222K	Buy	+3,389	New	+$212K	0.04%	231
2021 Q2	–	Sell	-2,975	Closed	-$225K	–	139
2021 Q1	$225K	Sell	2,975 -890	-23%	-$67K	0.14%	100
2020 Q4	$281K	Hold	3,865	–	–	0.22%	75
2020 Q3	$246K	Hold	3,865	–	–	0.22%	78
2020 Q2	$235K	Sell	3,865 -2,665	-41%	-$154K	0.18%	79
2020 Q1	$349K	Sell	6,530 -4,413	-40%	-$280K	0.36%	62
2019 Q4	$759K	Buy	+10,943	New	+$739K	0.42%	37

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

Americana Partners's EFA Position: Q2 2026 in Review

Americana Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 0.11% in Q2 2026, selling an estimated $2.57K and leaving 21,721 shares worth $2.26M. The position accounts for 0.05% of the portfolio, ranked #218.

Americana Partners first reported a position in EFA in Q4 2019 and has held it in 15 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Americana Partners held 21,721 shares of iShares MSCI EAFE ETF worth $2.26M as of Q2 2026.
Americana Partners sold 25 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.57K.
iShares MSCI EAFE ETF made up 0.05% of Americana Partners's portfolio in Q2 2026, its #218 holding.
Americana Partners first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 15 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.