Bay Colony Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Bay Colony Advisors’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	$325K	Buy	3,133 +378	+14%	+$38.9K	0.04%	359
2026 Q1	$268K	Sell	2,755 -419	-13%	-$41.9K	0.03%	408
2025 Q4	$305K	Buy	3,174 +6	+0.2%	+$569	0.04%	384
2025 Q3	$296K	Buy	3,168 +789	+33%	+$71.7K	0.04%	392
2025 Q2	$213K	Sell	2,379 -186	-7%	-$15.9K	0.03%	421
2025 Q1	$211K	Sell	2,565 -277	-10%	-$22.3K	0.03%	403
2024 Q4	$215K	Buy	2,842 +206	+8%	+$16.3K	0.03%	411
2024 Q3	$220K	Buy	2,636 +46	+2%	+$3.7K	0.03%	381
2024 Q2	$203K	Sell	2,590 -134	-5%	-$10.6K	0.03%	387
2024 Q1	$218K	Hold	2,724	–	–	0.04%	359
2023 Q4	$205K	Buy	+2,724	New	+$193K	0.04%	349
2022 Q2	–	Sell	-6,581	Closed	-$484K	–	352
2022 Q1	$484K	Buy	+6,581	New	+$492K	0.12%	184
2018 Q3	–	Sell	-1,691	Closed	-$113K	–	385
2018 Q2	$113K	Buy	+1,691	New	+$119K	0.08%	230

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

Bay Colony Advisors's EFA Position: Q2 2026 in Review

Bay Colony Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 14% in Q2 2026, buying an estimated $38.9K and bringing the position to 3,133 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #359.

Bay Colony Advisors first reported a position in EFA in Q2 2018 and has held it in 13 quarters since. The position peaked at $484K in Q1 2022. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Bay Colony Advisors held 3,133 shares of iShares MSCI EAFE ETF worth $325K as of Q2 2026.
Bay Colony Advisors bought 378 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $38.9K.
iShares MSCI EAFE ETF made up 0.04% of Bay Colony Advisors's portfolio in Q2 2026, its #359 holding.
Bay Colony Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2018 and has held it in 13 quarters since.
Bay Colony Advisors's iShares MSCI EAFE ETF position peaked at $484K in Q1 2022.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.