Badgley Phelps Wealth Managers’s iShares MSCI EAFE ETF EFA Stock Holding History

Badgley Phelps Wealth Managers’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	$219M	Sell	2,258,978 -2,792	-0.1%	-$279K	4.37%	3
2025 Q4	$217M	Buy	2,261,770 +72,740	+3%	+$6.9M	3.98%	4
2025 Q3	$204M	Sell	2,189,030 -11,375	-0.5%	-$1.03M	4.3%	3
2025 Q2	$197M	Sell	2,200,405 -34,063	-2%	-$2.91M	4.36%	3
2025 Q1	$183M	Sell	2,234,468 -34,211	-2%	-$2.76M	4.41%	2
2024 Q4	$172M	Sell	2,268,679 -24,179	-1%	-$1.91M	4%	4
2024 Q3	$192M	Buy	2,292,858 +19,990	+0.9%	+$1.61M	4.46%	2
2024 Q2	$178M	Sell	2,272,868 -5,795	-0.3%	-$459K	4.41%	2
2024 Q1	$182M	Buy	2,278,663 +44,034	+2%	+$3.37M	4.55%	2
2023 Q4	$168M	Buy	2,234,629 +162,161	+8%	+$11.5M	4.59%	3
2023 Q3	$143M	Buy	2,072,468 +34,854	+2%	+$2.5M	4.87%	2
2023 Q2	$148M	Buy	2,037,614 +11,882	+0.6%	+$863K	4.88%	2
2023 Q1	$145M	Buy	2,025,732 +48,642	+2%	+$3.4M	5.33%	1
2022 Q4	$130M	Sell	1,977,090 -146	-0%	-$9.15K	5.19%	1
2022 Q3	$111M	Buy	1,977,236 +55,032	+3%	+$3.43M	4.75%	1
2022 Q2	$120M	Sell	1,922,204 -25,939	-1%	-$1.77M	4.94%	1
2022 Q1	$143M	Buy	1,948,143 +41,857	+2%	+$3.13M	4.99%	1
2021 Q4	$150M	Buy	1,906,286 +111,077	+6%	+$8.8M	4.87%	1
2021 Q3	$140M	Buy	+1,795,209	New	+$144M	5.09%	1

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

Badgley Phelps Wealth Managers's EFA Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its iShares MSCI EAFE ETF (EFA) stake by 0.12% in Q1 2026, selling an estimated $279K and leaving 2,258,978 shares worth $219M. The position accounts for 4.37% of the portfolio, ranked #3.

Badgley Phelps Wealth Managers first reported a position in EFA in Q3 2021 and has held it in 19 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Badgley Phelps Wealth Managers held 2,258,978 shares of iShares MSCI EAFE ETF worth $219M as of Q1 2026.
Badgley Phelps Wealth Managers sold 2,792 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $279K.
iShares MSCI EAFE ETF made up 4.37% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #3 holding.
Badgley Phelps Wealth Managers first reported a position in iShares MSCI EAFE ETF in Q3 2021 and has held it in 19 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.