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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

CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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. 876 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.
  • 876 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.