ACA
EFA icon

Aptus Capital Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Aptus Capital 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
Q1 		$4.99M Buy
51,363
+2,604
+5% +$261K 0.04% 340
2025
Q4 		$4.68M Sell
48,759
-1,455
-3% -$138K 0.03% 332
2025
Q3 		$4.69M Buy
50,214
+474
+1% +$43.1K 0.03% 329
2025
Q2 		$4.45M Sell
49,740
-759
-2% -$64.8K 0.04% 309
2025
Q1 		$4.13M Sell
50,499
-3,769
-7% -$304K 0.04% 306
2024
Q4 		$4.1M Buy
54,268
+20,782
+62% +$1.65M 0.04% 300
2024
Q3 		$2.8M Buy
33,486
+15,508
+86% +$1.25M 0.04% 282
2024
Q2 		$1.41M Buy
17,978
+4,942
+38% +$391K 0.02% 335
2024
Q1 		$1.04M Buy
13,036
+11,116
+579% +$850K 0.02% 389
2023
Q4 		$145K Sell
1,920
-487
-20% -$34.4K ﹤0.01% 585
2023
Q3 		$166K Buy
2,407
+281
+13% +$20.1K ﹤0.01% 583
2023
Q2 		$154K Sell
2,126
-141
-6% -$10.2K ﹤0.01% 501
2023
Q1 		$162K Buy
2,267
+553
+32% +$38.7K ﹤0.01% 488
2022
Q4 		$113K Sell
1,714
-594
-26% -$37.2K ﹤0.01% 522
2022
Q3 		$129K Buy
2,308
+763
+49% +$47.6K ﹤0.01% 479
2022
Q2 		$97K Buy
1,545
+948
+159% +$64.5K ﹤0.01% 422
2022
Q1 		$40K Hold
597
– – ﹤0.01% 524
2021
Q4 		$40K Hold
597
– – ﹤0.01% 438
2021
Q3 		$40K Sell
597
-107
-15% -$8.56K ﹤0.01% 426
2021
Q2 		$49K Buy
704
+644
+1,073% +$51.2K ﹤0.01% 429
2021
Q1 		$5K Hold
60
– – ﹤0.01% 478
2020
Q4 		$4K Sell
60
-1,074
-95% -$73.5K ﹤0.01% 438
2020
Q3 		$75K Buy
1,134
+537
+90% +$34.4K ﹤0.01% 338
2020
Q2 		$39K Buy
597
+60
+11% +$3.47K ﹤0.01% 334
2020
Q1 		$35K Hold
537
– – ﹤0.01% 323
2019
Q4 		$35K Sell
537
-1,463
-73% -$98.8K ﹤0.01% 412
2019
Q3 		$130K Buy
+2,000
New +$129K 0.01% 367

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

Aptus Capital Advisors's EFA Position: Q1 2026 in Review

Aptus Capital Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 5.3% in Q1 2026, buying an estimated $261K and bringing the position to 51,363 shares worth $4.99M. The position accounts for 0.04% of the portfolio, ranked #340.

Aptus Capital Advisors first reported a position in EFA in Q3 2019 and has held it in 27 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Aptus Capital Advisors held 51,363 shares of iShares MSCI EAFE ETF worth $4.99M as of Q1 2026.
  • Aptus Capital Advisors bought 2,604 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $261K.
  • iShares MSCI EAFE ETF made up 0.04% of Aptus Capital Advisors's portfolio in Q1 2026, its #340 holding.
  • Aptus Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2019 and has held it in 27 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.