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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
Q2 		$240M Buy
2,307,217
+48,239
+2% +$4.96M 4.2% 4
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Badgley Phelps Wealth Managers's EFA Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its iShares MSCI EAFE ETF (EFA) stake by 2.1% in Q2 2026, buying an estimated $4.96M and bringing the position to 2,307,217 shares worth $240M. The position accounts for 4.2% of the portfolio, ranked #4.

Badgley Phelps Wealth Managers first reported a position in EFA in Q3 2021 and has held it in 20 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Badgley Phelps Wealth Managers held 2,307,217 shares of iShares MSCI EAFE ETF worth $240M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 48,239 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $4.96M.
  • iShares MSCI EAFE ETF made up 4.2% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #4 holding.
  • Badgley Phelps Wealth Managers first reported a position in iShares MSCI EAFE ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.