Becker Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Becker Capital 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	$96.5M	Buy	929,434 +32,066	+4%	+$3.3M	2.6%	5
2026 Q1	$87.2M	Buy	897,368 +75,775	+9%	+$7.58M	2.56%	6
2025 Q4	$78.9M	Buy	821,593 +19,879	+2%	+$1.89M	2.26%	7
2025 Q3	$74.9M	Buy	801,714 +44,503	+6%	+$4.05M	2.19%	7
2025 Q2	$67.7M	Buy	757,211 +37,649	+5%	+$3.21M	2.11%	8
2025 Q1	$58.8M	Buy	719,562 +14,081	+2%	+$1.13M	1.94%	10
2024 Q4	$53.3M	Buy	705,481 +56,019	+9%	+$4.44M	1.74%	14
2024 Q3	$54.3M	Buy	649,462 +13,680	+2%	+$1.1M	1.77%	10
2024 Q2	$49.8M	Buy	635,782 +16,014	+3%	+$1.27M	1.71%	13
2024 Q1	$49.5M	Buy	619,768 +256,916	+71%	+$19.7M	1.7%	13
2023 Q4	$27.3M	Buy	362,852 +58,703	+19%	+$4.15M	0.99%	36
2023 Q3	$21M	Buy	304,149 +4,978	+2%	+$357K	0.83%	46
2023 Q2	$21.7M	Buy	299,171 +32,190	+12%	+$2.34M	0.82%	47
2023 Q1	$19.1M	Buy	+266,981	New	+$18.7M	0.76%	54

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

Becker Capital Management's EFA Position: Q2 2026 in Review

Becker Capital Management increased its iShares MSCI EAFE ETF (EFA) stake by 3.6% in Q2 2026, buying an estimated $3.3M and bringing the position to 929,434 shares worth $96.5M. The position accounts for 2.6% of the portfolio, ranked #5.

Becker Capital Management first reported a position in EFA in Q1 2023 and has held it in 14 quarters since. 2,263 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Becker Capital Management held 929,434 shares of iShares MSCI EAFE ETF worth $96.5M as of Q2 2026.
Becker Capital Management bought 32,066 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.3M.
iShares MSCI EAFE ETF made up 2.6% of Becker Capital Management's portfolio in Q2 2026, its #5 holding.
Becker Capital Management first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
2,263 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.