Belmont Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Belmont Capital’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
2025 Q2	$10.3M	Sell	115,023 -4,000	-3%	-$342K	1.56%	12
2025 Q1	$9.73M	Hold	119,023	–	–	1.75%	11
2024 Q4	$9M	Hold	119,023	–	–	1.46%	12
2024 Q3	$9.95M	Hold	119,023	–	–	1.65%	11
2024 Q2	$9.32M	Sell	119,023 -3,600	-3%	-$285K	1.74%	11
2024 Q1	$9.79M	Hold	122,623	–	–	2.67%	7
2023 Q4	$9.24M	Hold	122,623	–	–	3.94%	6
2023 Q3	$8.45M	Hold	122,623	–	–	4.57%	5
2023 Q2	$8.89M	Hold	122,623	–	–	4.99%	5
2023 Q1	$8.77M	Hold	122,623	–	–	7.26%	5
2022 Q4	$8.05M	Hold	122,623	–	–	8.61%	4
2022 Q3	$6.87M	Hold	122,623	–	–	8.1%	4
2022 Q2	$7.66M	Sell	122,623 -7,900	-6%	-$538K	9.28%	4
2022 Q1	$9.61M	Sell	130,523 -2,700	-2%	-$202K	9.59%	4
2021 Q4	$10.5M	Hold	133,223	–	–	8.22%	4
2021 Q3	$10.4M	Hold	133,223	–	–	8.44%	4
2021 Q2	$10.5M	Hold	133,223	–	–	10.84%	3
2021 Q1	$10.1M	Hold	133,223	–	–	12.6%	3
2020 Q4	$9.72M	Hold	133,223	–	–	4.42%	5
2020 Q3	$8.48M	Hold	133,223	–	–	3.23%	4
2020 Q2	$8.11M	Sell	133,223 -1,950	-1%	-$113K	4.61%	4
2020 Q1	$7.23M	Sell	135,173 -42,950	-24%	-$2.73M	6.27%	4
2019 Q4	$12.4M	Buy	+178,123	New	+$12M	10.15%	4

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Belmont Capital's EFA Position: Q2 2025 in Review

Belmont Capital reduced its iShares MSCI EAFE ETF (EFA) stake by 3.4% in Q2 2025, selling an estimated $342K and leaving 115,023 shares worth $10.3M. The position accounts for 1.56% of the portfolio, ranked #12.

Belmont Capital first reported a position in EFA in Q4 2019 and has held it in 23 quarters since. The position peaked at $12.4M in Q4 2019. 2,025 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

Belmont Capital held 115,023 shares of iShares MSCI EAFE ETF worth $10.3M as of Q2 2025.
Belmont Capital sold 4,000 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $342K.
iShares MSCI EAFE ETF made up 1.56% of Belmont Capital's portfolio in Q2 2025, its #12 holding.
Belmont Capital first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 23 quarters since.
Belmont Capital's iShares MSCI EAFE ETF position peaked at $12.4M in Q4 2019.
2,025 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.