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Bank of Marin’s iShares MSCI EAFE ETF EFA Stock Holding History

Bank of Marin’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 		$1.2M Buy
12,363
+241
+2% +$24.1K 0.88% 31
2025
Q4 		$1.16M Sell
12,122
-230
-2% -$21.8K 0.8% 37
2025
Q3 		$1.15M Sell
12,352
-618
-5% -$56.2K 0.81% 35
2025
Q2 		$1.16M Sell
12,970
-386
-3% -$33K 0.87% 31
2025
Q1 		$1.09M Sell
13,356
-10,950
-45% -$883K 1.39% 20
2024
Q4 		$1.84M Buy
24,306
+391
+2% +$31K 1.45% 17
2024
Q3 		$2M Buy
23,915
+2,109
+10% +$170K 1.61% 14
2024
Q2 		$1.71M Sell
21,806
-4,271
-16% -$338K 1.47% 16
2024
Q1 		$2.08M Sell
26,077
-2,744
-10% -$210K 1.83% 10
2023
Q4 		$2.17M Sell
28,821
-3,947
-12% -$279K 1.95% 10
2023
Q3 		$2.26M Buy
32,768
+467
+1% +$33.5K 2.2% 7
2023
Q2 		$2.34M Buy
32,301
+47
+0.1% +$3.41K 2.18% 7
2023
Q1 		$2.31M Sell
32,254
-7,780
-19% -$544K 2.2% 7
2022
Q4 		$2.63M Buy
40,034
+1,063
+3% +$66.6K 2.47% 6
2022
Q3 		$2.18M Buy
38,971
+3,960
+11% +$247K 2.15% 7
2022
Q2 		$2.19M Buy
35,011
+2,312
+7% +$157K 1.93% 8
2022
Q1 		$2.41M Buy
32,699
+2,168
+7% +$162K 1.75% 11
2021
Q4 		$2.4M Buy
30,531
+1,126
+4% +$89.2K 1.6% 13
2021
Q3 		$2.29M Buy
29,405
+819
+3% +$65.5K 1.68% 12
2021
Q2 		$2.25M Buy
28,586
+1,181
+4% +$93.8K 1.65% 13
2021
Q1 		$2.08M Buy
27,405
+6,793
+33% +$511K 1.64% 12
2020
Q4 		$1.5M Buy
20,612
+13,120
+175% +$897K 1.26% 21
2020
Q3 		$477K Sell
7,492
-134
-2% -$8.57K 0.49% 75
2020
Q2 		$464K Buy
7,626
+392
+5% +$22.7K 0.53% 66
2020
Q1 		$386K Buy
7,234
+202
+3% +$12.8K 0.53% 65
2019
Q4 		$488K Buy
+7,032
New +$475K 0.49% 67

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

Bank of Marin's EFA Position: Q1 2026 in Review

Bank of Marin increased its iShares MSCI EAFE ETF (EFA) stake by 2% in Q1 2026, buying an estimated $24.1K and bringing the position to 12,363 shares worth $1.2M. The position accounts for 0.88% of the portfolio, ranked #31.

Bank of Marin first reported a position in EFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.63M in Q4 2022. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Bank of Marin held 12,363 shares of iShares MSCI EAFE ETF worth $1.2M as of Q1 2026.
  • Bank of Marin bought 241 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $24.1K.
  • iShares MSCI EAFE ETF made up 0.88% of Bank of Marin's portfolio in Q1 2026, its #31 holding.
  • Bank of Marin first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • Bank of Marin's iShares MSCI EAFE ETF position peaked at $2.63M in Q4 2022.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.