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Angeles Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Angeles Investment 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
Q2 		$7.56M Buy
+72,735
New +$7.48M 0.45% 17
2025
Q4 		– Sell
-432
Closed -$40.3K – 30
2025
Q3 		$40.3K Hold
432
– – ﹤0.01% 27
2025
Q2 		$38.6K Buy
+432
New +$36.9K ﹤0.01% 28
2025
Q1 		– Sell
-62,785
Closed -$4.75M – 87
2024
Q4 		$4.75M Sell
62,785
-12,500
-17% -$990K 0.23% 23
2024
Q3 		$6.3M Hold
75,285
– – 0.32% 22
2024
Q2 		$5.9M Hold
75,285
– – 0.3% 25
2024
Q1 		$6.01M Buy
75,285
+3,345
+5% +$256K 0.32% 24
2023
Q4 		$5.42M Buy
71,940
+3,175
+5% +$224K 0.33% 25
2023
Q3 		$4.74M Hold
68,765
– – 0.37% 21
2023
Q2 		$4.99M Buy
68,765
+6,200
+10% +$450K 0.42% 18
2023
Q1 		$4.47M Hold
62,565
– – 0.37% 20
2022
Q4 		$4.11M Buy
62,565
+62,235
+18,859% +$3.9M 0.35% 19
2022
Q3 		$18K Sell
330
-62,235
-99% -$3.88M ﹤0.01% 43
2022
Q2 		$3.91M Hold
62,565
– – 0.36% 16
2022
Q1 		$4.61M Sell
62,565
-3,845
-6% -$288K 0.32% 19
2021
Q4 		$5.22M Buy
66,410
+3,345
+5% +$265K 0.26% 31
2021
Q3 		$4.92M Buy
63,065
+830
+1% +$66.4K 0.29% 32
2021
Q2 		$4.91M Buy
+62,235
New +$4.94M 0.31% 27
2020
Q3 		– Sell
-5,144
Closed -$313K – 107
2020
Q2 		$313K Buy
+5,144
New +$297K 0.04% 73
2019
Q1 		– Sell
-96,185
Closed -$5.65M – 47
2018
Q4 		$5.65M Buy
+96,185
New +$6.01M 4.9% 4

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Angeles Investment Advisors's EFA Position: Q2 2026 in Review

Angeles Investment Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 72,735 shares worth $7.56M. The stake represents 0.45% of the portfolio and ranks #17 among its holdings. This is a return to the name: Angeles Investment Advisors previously reported a position in EFA as recently as Q3 2025.

Angeles Investment Advisors first reported a position in EFA in Q4 2018 and has held it in 20 quarters since. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Angeles Investment Advisors held 72,735 shares of iShares MSCI EAFE ETF worth $7.56M as of Q2 2026.
  • iShares MSCI EAFE ETF was a new Angeles Investment Advisors position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.45% of Angeles Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Angeles Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 20 quarters since.
  • 2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Angeles Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.