Aureus Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Aureus Asset Management’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	–	Sell	-5,032	Closed	-$483K	–	238
2025 Q4	$483K	Buy	+5,032	New	+$477K	0.03%	127
2025 Q1	–	Sell	-3,372	Closed	-$255K	–	207
2024 Q4	$255K	Buy	+3,372	New	+$267K	0.02%	180
2023 Q1	–	Sell	-15,293	Closed	-$1M	–	187
2022 Q4	$1M	Buy	+15,293	New	+$958K	0.09%	94
2016 Q1	–	Sell	-5,910	Closed	-$347K	–	119
2015 Q4	$347K	Buy	+5,910	New	+$356K	0.08%	90

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

Aureus Asset Management's EFA Position: Q1 2026 in Review

Aureus Asset Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 5,032 shares — an estimated $483K sold.

Aureus Asset Management first reported a position in EFA in Q4 2015 and held it in 4 quarters. The position peaked at $1M in Q4 2022. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Aureus Asset Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Aureus Asset Management sold 5,032 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $483K.
Aureus Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2015 and held it in 4 quarters.
Aureus Asset Management's iShares MSCI EAFE ETF position peaked at $1M in Q4 2022.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.