Anchor Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $683K | Buy |
7,033
+54
| +0.8% | +$5.4K | 0.06% | 238 |
|
|
2025
Q4 | $670K | Hold |
6,979
| – | – | 0.05% | 238 |
|
|
2025
Q3 | $652K | Hold |
6,979
| – | – | 0.05% | 241 |
|
|
2025
Q2 | $624K | Hold |
6,979
| – | – | 0.05% | 237 |
|
|
2025
Q1 | $570K | Sell |
6,979
-69
| -1% | -$5.56K | 0.05% | 238 |
|
|
2024
Q4 | $533K | Buy |
7,048
+69
| +1% | +$5.46K | 0.05% | 247 |
|
|
2024
Q3 | $584K | Hold |
6,979
| – | – | 0.06% | 239 |
|
|
2024
Q2 | $547K | Hold |
6,979
| – | – | 0.06% | 228 |
|
|
2024
Q1 | $557K | Hold |
6,979
| – | – | 0.06% | 232 |
|
|
2023
Q4 | $526K | Sell |
6,979
-40
| -0.6% | -$2.83K | 0.06% | 233 |
|
|
2023
Q3 | $484K | Sell |
7,019
-62
| -0.9% | -$4.44K | 0.06% | 231 |
|
|
2023
Q2 | $513K | Sell |
7,081
-96
| -1% | -$6.97K | 0.07% | 229 |
|
|
2023
Q1 | $513K | Hold |
7,177
| – | – | 0.07% | 230 |
|
|
2022
Q4 | $471K | Hold |
7,177
| – | – | 0.07% | 235 |
|
|
2022
Q3 | $402K | Buy |
7,177
+216
| +3% | +$13.5K | 0.06% | 240 |
|
|
2022
Q2 | $435K | Sell |
6,961
-10
| -0.1% | -$681 | 0.06% | 237 |
|
|
2022
Q1 | $513K | Hold |
6,971
| – | – | 0.06% | 240 |
|
|
2021
Q4 | $548K | Sell |
6,971
-63
| -0.9% | -$4.99K | 0.07% | 233 |
|
|
2021
Q3 | $549K | Sell |
7,034
-100
| -1% | -$8K | 0.08% | 223 |
|
|
2021
Q2 | $563K | Hold |
7,134
| – | – | 0.08% | 219 |
|
|
2021
Q1 | $541K | Hold |
7,134
| – | – | 0.08% | 208 |
|
|
2020
Q4 | $520K | Hold |
7,134
| – | – | 0.09% | 182 |
|
|
2020
Q3 | $454K | Hold |
7,134
| – | – | 0.09% | 169 |
|
|
2020
Q2 | $434K | Hold |
7,134
| – | – | 0.1% | 169 |
|
|
2020
Q1 | $381K | Hold |
7,134
| – | – | 0.1% | 175 |
|
|
2019
Q4 | $495K | Sell |
7,134
-100
| -1% | -$6.75K | 0.11% | 177 |
|
|
2019
Q3 | $472K | Hold |
7,234
| – | – | 0.11% | 178 |
|
|
2019
Q2 | $475K | Sell |
7,234
-200
| -3% | -$13.1K | 0.11% | 174 |
|
|
2019
Q1 | $482K | Sell |
7,434
-94
| -1% | -$5.92K | 0.12% | 173 |
|
|
2018
Q4 | $442K | Sell |
7,528
-400
| -5% | -$25K | 0.13% | 171 |
|
|
2018
Q3 | $539K | Sell |
7,928
-179
| -2% | -$12.1K | 0.12% | 170 |
|
|
2018
Q2 | $543K | Hold |
8,107
| – | – | 0.13% | 168 |
|
|
2018
Q1 | $565K | Hold |
8,107
| – | – | 0.15% | 159 |
|
|
2017
Q4 | $570K | Sell |
8,107
-150
| -2% | -$10.4K | 0.15% | 155 |
|
|
2017
Q3 | $565K | Buy |
8,257
+190
| +2% | +$12.7K | 0.17% | 142 |
|
|
2017
Q2 | $526K | Hold |
8,067
| – | – | 0.17% | 133 |
|
|
2017
Q1 | $502K | Buy |
8,067
+579
| +8% | +$35K | 0.17% | 129 |
|
|
2016
Q4 | $432K | Buy |
7,488
+100
| +1% | +$5.77K | 0.16% | 137 |
|
|
2016
Q3 | $437K | Hold |
7,388
| – | – | 0.17% | 135 |
|
|
2016
Q2 | $412K | Buy |
7,388
+950
| +15% | +$54.7K | 0.16% | 142 |
|
|
2016
Q1 | $368K | Buy |
+6,438
| New | +$355K | 0.15% | 151 |
|
Other funds holding EFA
NMIMC
Anchor Investment Management's EFA Position: Q1 2026 in Review
Anchor Investment Management increased its iShares MSCI EAFE ETF (EFA) stake by 0.77% in Q1 2026, buying an estimated $5.4K and bringing the position to 7,033 shares worth $683K. The position accounts for 0.06% of the portfolio, ranked #238.
Anchor Investment Management first reported a position in EFA in Q1 2016 and has held it in 41 quarters since. 2,201 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Anchor Investment Management held 7,033 shares of iShares MSCI EAFE ETF worth $683K as of Q1 2026.
- Anchor Investment Management bought 54 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $5.4K.
- iShares MSCI EAFE ETF made up 0.06% of Anchor Investment Management's portfolio in Q1 2026, its #238 holding.
- Anchor Investment Management first reported a position in iShares MSCI EAFE ETF in Q1 2016 and has held it in 41 quarters since.
- 2,201 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.