Baldwin Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Baldwin Investment 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 Q2	$397K	Hold	3,825	–	–	0.04%	178
2026 Q1	$372K	Hold	3,825	–	–	0.04%	173
2025 Q4	$367K	Hold	3,825	–	–	0.04%	172
2025 Q3	$357K	Sell	3,825 -400	-9%	-$36.4K	0.04%	172
2025 Q2	$378K	Hold	4,225	–	–	0.05%	170
2025 Q1	$345K	Sell	4,225 -203	-5%	-$16.4K	0.04%	170
2024 Q4	$335K	Buy	+4,428	New	+$351K	0.04%	170
2018 Q3	–	Sell	-3,025	Closed	-$203K	–	172
2018 Q2	$203K	Buy	+3,025	New	+$212K	0.06%	166

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Baldwin Investment Management's EFA Position: Q2 2026 in Review

Baldwin Investment Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 3,825 shares worth $397K. The position accounts for 0.04% of the portfolio, ranked #178.

Baldwin Investment Management first reported a position in EFA in Q2 2018 and has held it in 8 quarters since. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Baldwin Investment Management held 3,825 shares of iShares MSCI EAFE ETF worth $397K as of Q2 2026.
Baldwin Investment Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.04% of Baldwin Investment Management's portfolio in Q2 2026, its #178 holding.
Baldwin Investment Management first reported a position in iShares MSCI EAFE ETF in Q2 2018 and has held it in 8 quarters since.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.