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Aspiriant LLC’s iShares MSCI EAFE ETF EFA Stock Holding History

Aspiriant LLC’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 		$8.32M Buy
85,649
+1,978
+2% +$198K 0.24% 49
2025
Q4 		$8.03M Buy
83,671
+34,474
+70% +$3.27M 0.23% 51
2025
Q3 		$4.59M Sell
49,197
-50,611
-51% -$4.6M 0.14% 66
2025
Q2 		$8.92M Buy
99,808
+44,038
+79% +$3.76M 0.28% 42
2025
Q1 		$4.56M Buy
55,770
+927
+2% +$74.7K 0.16% 58
2024
Q4 		$4.15M Buy
54,843
+7,313
+15% +$579K 0.15% 61
2024
Q3 		$3.97M Sell
47,530
-272
-0.6% -$21.9K 0.15% 61
2024
Q2 		$3.74M Buy
47,802
+2,295
+5% +$182K 0.15% 63
2024
Q1 		$3.63M Buy
45,507
+9,516
+26% +$728K 0.15% 65
2023
Q4 		$2.71M Buy
35,991
+4
+0% +$283 0.12% 78
2023
Q3 		$2.48M Sell
35,987
-99
-0.3% -$7.09K 0.13% 78
2023
Q2 		$2.62M Sell
36,086
-205
-0.6% -$14.9K 0.13% 78
2023
Q1 		$2.6M Buy
36,291
+2,348
+7% +$164K 0.14% 76
2022
Q4 		$2.23M Sell
33,943
-8,419
-20% -$527K 0.11% 82
2022
Q3 		$2.37M Sell
42,362
-13,571
-24% -$846K 0.12% 75
2022
Q2 		$3.49M Buy
55,933
+4,936
+10% +$336K 0.17% 60
2022
Q1 		$3.75M Sell
50,997
-922
-2% -$69K 0.21% 57
2021
Q4 		$4.09M Buy
51,919
+698
+1% +$55.3K 0.22% 55
2021
Q3 		$4M Buy
51,221
+198
+0.4% +$15.8K 0.23% 49
2021
Q2 		$4.03M Buy
51,023
+1,822
+4% +$145K 0.23% 46
2021
Q1 		$3.73M Buy
49,201
+5,604
+13% +$422K 0.24% 42
2020
Q4 		$3.18M Buy
43,597
+2,029
+5% +$139K 0.22% 46
2020
Q3 		$2.65M Buy
41,568
+683
+2% +$43.7K 0.21% 57
2020
Q2 		$2.49M Buy
40,885
+2,019
+5% +$117K 0.23% 48
2020
Q1 		$2.08M Sell
38,866
-38,940
-50% -$2.47M 0.2% 48
2019
Q4 		$5.4M Sell
77,806
-22,288
-22% -$1.51M 0.5% 33
2019
Q3 		$6.53M Sell
100,094
-6,756
-6% -$435K 0.58% 33
2019
Q2 		$7.02M Sell
106,850
-5,357
-5% -$351K 0.59% 34
2019
Q1 		$7.28M Sell
112,207
-107,241
-49% -$6.76M 0.59% 35
2018
Q4 		$12.9M Buy
219,448
+1,250
+0.6% +$78.1K 0.98% 25
2018
Q3 		$14.8M Sell
218,198
-47,228
-18% -$3.19M 1.27% 19
2018
Q2 		$17.8M Sell
265,426
-67,819
-20% -$4.75M 1.52% 18
2018
Q1 		$23.2M Buy
333,245
+292,978
+728% +$20.9M 2.03% 13
2017
Q4 		$2.83M Sell
40,267
-317,693
-89% -$22.1M 0.83% 25
2017
Q3 		$24.5M Buy
357,960
+232,452
+185% +$15.5M 2.05% 15
2017
Q2 		$8.18M Sell
125,508
-342,659
-73% -$22.2M 0.71% 33
2017
Q1 		$11M Sell
468,167
-46,499
-9% -$2.81M 0.94% 26
2016
Q4 		$7.83M Buy
514,666
+408,362
+384% +$23.5M 0.71% 25
2016
Q3 		$6.29M Sell
106,304
-4,583
-4% -$266K 0.63% 25
2016
Q2 		$6.19M Sell
110,887
-6,631
-6% -$382K 0.58% 25
2016
Q1 		$6.72M Buy
117,518
+74,808
+175% +$4.12M 0.64% 25
2015
Q4 		$2.51M Buy
42,710
+2,425
+6% +$146K 0.28% 30
2015
Q3 		$2.31M Buy
40,285
+25,105
+165% +$1.55M 0.19% 32
2015
Q2 		$964K Buy
15,180
+23
+0.2% +$1.53K 0.09% 51
2015
Q1 		$973K Sell
15,157
-70
-0.5% -$4.41K 0.13% 42
2014
Q4 		$926K Buy
15,227
+1,238
+9% +$77.3K 0.12% 41
2014
Q3 		$897K Buy
13,989
+2,307
+20% +$154K 0.13% 37
2014
Q2 		$799K Sell
11,682
-4,464
-28% -$306K 0.11% 51
2014
Q1 		$1.08M Sell
16,146
-418
-3% -$27.6K 0.16% 46
2013
Q4 		$1.11M Buy
16,564
+11,289
+214% +$738K 0.17% 38
2013
Q3 		$337K Sell
5,275
-9,855
-65% -$604K 0.06% 44
2013
Q2 		$867K Buy
+15,130
New +$915K 0.14% 36

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

Aspiriant LLC's EFA Position: Q1 2026 in Review

Aspiriant LLC increased its iShares MSCI EAFE ETF (EFA) stake by 2.4% in Q1 2026, buying an estimated $198K and bringing the position to 85,649 shares worth $8.32M. The position accounts for 0.24% of the portfolio, ranked #49.

Aspiriant LLC first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $24.5M in Q3 2017. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Aspiriant LLC held 85,649 shares of iShares MSCI EAFE ETF worth $8.32M as of Q1 2026.
  • Aspiriant LLC bought 1,978 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $198K.
  • iShares MSCI EAFE ETF made up 0.24% of Aspiriant LLC's portfolio in Q1 2026, its #49 holding.
  • Aspiriant LLC first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
  • Aspiriant LLC's iShares MSCI EAFE ETF position peaked at $24.5M in Q3 2017.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.