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

Beese Fulmer 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
Q1 		$920K Buy
9,475
+190
+2% +$19K 0.06% 154
2025
Q4 		$892K Buy
9,285
+265
+3% +$25.1K 0.06% 155
2025
Q3 		$842K Sell
9,020
-1,370
-13% -$125K 0.06% 152
2025
Q2 		$929K Buy
10,390
+4,880
+89% +$417K 0.07% 142
2025
Q1 		$450K Sell
5,510
-450
-8% -$36.3K 0.04% 164
2024
Q4 		$451K Buy
5,960
+4
+0.1% +$317 0.04% 158
2024
Q3 		$498K Sell
5,956
-3,883
-39% -$312K 0.04% 155
2024
Q2 		$771K Buy
9,839
+4
+0% +$317 0.07% 123
2024
Q1 		$785K Sell
9,835
-235
-2% -$18K 0.07% 128
2023
Q4 		$759K Sell
10,070
-137
-1% -$9.68K 0.08% 126
2023
Q3 		$703K Hold
10,207
– – 0.08% 130
2023
Q2 		$740K Buy
10,207
+4
+0% +$290 0.08% 133
2023
Q1 		$730K Sell
10,203
-74
-0.7% -$5.18K 0.08% 134
2022
Q4 		$675K Sell
10,277
-302
-3% -$18.9K 0.08% 134
2022
Q3 		$593K Buy
10,579
+615
+6% +$38.3K 0.08% 135
2022
Q2 		$623K Buy
9,964
+389
+4% +$26.5K 0.08% 134
2022
Q1 		$705K Sell
9,575
-350
-4% -$26.2K 0.08% 134
2021
Q4 		$781K Sell
9,925
-839
-8% -$66.4K 0.08% 133
2021
Q3 		$840K Buy
10,764
+258
+2% +$20.6K 0.09% 130
2021
Q2 		$829K Buy
10,506
+3
+0% +$238 0.09% 127
2021
Q1 		$797K Sell
10,503
-25
-0.2% -$1.88K 0.1% 126
2020
Q4 		$768K Sell
10,528
-118
-1% -$8.07K 0.1% 125
2020
Q3 		$678K Sell
10,646
-1,705
-14% -$109K 0.1% 120
2020
Q2 		$752K Sell
12,351
-172
-1% -$9.95K 0.11% 116
2020
Q1 		$669K Buy
12,523
+2,075
+20% +$132K 0.12% 117
2019
Q4 		$726K Buy
10,448
+502
+5% +$33.9K 0.1% 119
2019
Q3 		$649K Buy
9,946
+5,722
+135% +$369K 0.1% 121
2019
Q2 		$278K Hold
4,224
– – 0.05% 142
2019
Q1 		$274K Hold
4,224
– – 0.05% 140
2018
Q4 		$248K Hold
4,224
– – 0.06% 140
2018
Q3 		$287K Sell
4,224
-400
-9% -$27K 0.06% 140
2018
Q2 		$310K Hold
4,624
– – 0.07% 129
2018
Q1 		$322K Hold
4,624
– – 0.07% 127
2017
Q4 		$325K Sell
4,624
-377
-8% -$26.2K 0.07% 132
2017
Q3 		$342K Hold
5,001
– – 0.08% 126
2017
Q2 		$326K Hold
5,001
– – 0.08% 121
2017
Q1 		$312K Hold
5,001
– – 0.08% 124
2016
Q4 		$289K Hold
5,001
– – 0.07% 131
2016
Q3 		$296K Hold
5,001
– – 0.08% 127
2016
Q2 		$279K Buy
5,001
+1,200
+32% +$69K 0.08% 124
2016
Q1 		$215K Hold
3,801
– – 0.06% 140
2015
Q4 		$223K Buy
3,801
+35
+0.9% +$2.11K 0.07% 134
2015
Q3 		$216K Buy
+3,766
New +$232K 0.07% 131

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

Beese Fulmer Investment Management's EFA Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its iShares MSCI EAFE ETF (EFA) stake by 2% in Q1 2026, buying an estimated $19K and bringing the position to 9,475 shares worth $920K. The position accounts for 0.06% of the portfolio, ranked #154.

Beese Fulmer Investment Management first reported a position in EFA in Q3 2015 and has held it in 43 quarters since. The position peaked at $929K in Q2 2025. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Beese Fulmer Investment Management held 9,475 shares of iShares MSCI EAFE ETF worth $920K as of Q1 2026.
  • Beese Fulmer Investment Management bought 190 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $19K.
  • iShares MSCI EAFE ETF made up 0.06% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #154 holding.
  • Beese Fulmer Investment Management first reported a position in iShares MSCI EAFE ETF in Q3 2015 and has held it in 43 quarters since.
  • Beese Fulmer Investment Management's iShares MSCI EAFE ETF position peaked at $929K in Q2 2025.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.