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
2022 Q4	–	Sell	-750,000	Closed	-$42M	–	810
2022 Q3	$42M	Buy	750,000 +50,000	+7%	+$3.12M	1.01%	17
2022 Q2	$43.7M	Buy	+700,000	New	+$47.6M	1.14%	21
2022 Q1	–	Sell	-180,000	Closed	-$14.2M	–	688
2021 Q4	$14.2M	Buy	+180,000	New	+$14.3M	0.43%	32

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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.