BBR Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

BBR Partners’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	$358K	Buy	3,686 +140	+4%	+$14K	0.02%	187
2025 Q4	$341K	Buy	3,546 +136	+4%	+$12.9K	0.02%	199
2025 Q3	$318K	Buy	3,410 +446	+15%	+$40.5K	0.02%	202
2025 Q2	$265K	Buy	+2,964	New	+$253K	0.02%	199
2023 Q2	–	Sell	-3,192	Closed	-$228K	–	161
2023 Q1	$228K	Sell	3,192 -27,554	-90%	-$1.93M	0.03%	143
2022 Q4	$2.02M	Buy	+30,746	New	+$1.93M	0.23%	42
2021 Q3	–	Sell	-3,138	Closed	-$247K	–	225
2021 Q2	$247K	Sell	3,138 -20,400	-87%	-$1.62M	0.02%	171
2021 Q1	$1.79M	Buy	23,538 +5,343	+29%	+$402K	0.15%	57
2020 Q4	$1.33M	Buy	18,195 +152	+0.8%	+$10.4K	0.11%	70
2020 Q3	$1.15M	Buy	+18,043	New	+$1.15M	0.1%	76
2020 Q2	–	Sell	-4,688	Closed	-$251K	–	170
2020 Q1	$251K	Buy	+4,688	New	+$298K	0.04%	120
2019 Q4	–	Sell	-3,303	Closed	-$215K	–	201
2019 Q3	$215K	Buy	+3,303	New	+$213K	0.03%	121
2019 Q1	–	Sell	-13,700	Closed	-$805K	–	136
2018 Q4	$805K	Buy	+13,700	New	+$856K	0.11%	75
2018 Q2	–	Sell	-7,288	Closed	-$508K	–	97
2018 Q1	$508K	Buy	+7,288	New	+$520K	0.09%	46
2014 Q4	–	Sell	-9,029	Closed	-$579K	–	72
2014 Q3	$579K	Buy	+9,029	New	+$602K	0.09%	35

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

BBR Partners's EFA Position: Q1 2026 in Review

BBR Partners increased its iShares MSCI EAFE ETF (EFA) stake by 3.9% in Q1 2026, buying an estimated $14K and bringing the position to 3,686 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #187.

BBR Partners first reported a position in EFA in Q3 2014 and has held it in 15 quarters since. The position peaked at $2.02M in Q4 2022. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

BBR Partners held 3,686 shares of iShares MSCI EAFE ETF worth $358K as of Q1 2026.
BBR Partners bought 140 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $14K.
iShares MSCI EAFE ETF made up 0.02% of BBR Partners's portfolio in Q1 2026, its #187 holding.
BBR Partners first reported a position in iShares MSCI EAFE ETF in Q3 2014 and has held it in 15 quarters since.
BBR Partners's iShares MSCI EAFE ETF position peaked at $2.02M in Q4 2022.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.