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Berkshire Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Berkshire Asset 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 		$2.21M Buy
22,756
+250
+1% +$25K 0.09% 96
2025
Q4 		$2.16M Sell
22,506
-19
-0.1% -$1.8K 0.09% 99
2025
Q3 		$2.1M Buy
22,525
+257
+1% +$23.4K 0.09% 112
2025
Q2 		$1.99M Hold
22,268
– – 0.09% 111
2025
Q1 		$1.9M Sell
22,268
-523
-2% -$42.2K 0.09% 111
2024
Q4 		$1.81M Hold
22,791
– – 0.09% 113
2024
Q3 		$1.79M Hold
22,791
– – 0.09% 105
2024
Q2 		$1.79M Hold
22,791
– – 0.09% 106
2024
Q1 		$1.82M Sell
22,791
-625
-3% -$47.8K 0.1% 95
2023
Q4 		$1.76M Hold
23,416
– – 0.1% 91
2023
Q3 		$1.61M Sell
23,416
-69
-0.3% -$4.94K 0.1% 94
2023
Q2 		$1.7M Buy
23,485
+235
+1% +$17.1K 0.1% 94
2023
Q1 		$1.66M Hold
23,250
– – 0.1% 90
2022
Q4 		$1.53M Hold
23,250
– – 0.1% 87
2022
Q3 		$1.3M Sell
23,250
-1,000
-4% -$62.3K 0.09% 91
2022
Q2 		$1.51M Buy
+24,250
New +$1.65M 0.1% 92
2022
Q1 		– Sell
-24,539
Closed -$1.93M – 206
2021
Q4 		$1.93M Buy
24,539
+200
+0.8% +$15.8K 0.12% 90
2021
Q3 		$1.9M Buy
24,339
+410
+2% +$32.8K 0.13% 87
2021
Q2 		$1.89M Sell
23,929
-610
-2% -$48.5K 0.13% 89
2021
Q1 		$1.86M Buy
24,539
+10
+0% +$753 0.14% 81
2020
Q4 		$1.79M Buy
24,529
+149
+0.6% +$10.2K 0.14% 81
2020
Q3 		$1.55M Buy
24,380
+1,462
+6% +$93.6K 0.15% 72
2020
Q2 		$1.4M Sell
22,918
-1,051
-4% -$60.8K 0.13% 76
2020
Q1 		$1.28M Sell
23,969
-6,038
-20% -$383K 0.13% 88
2019
Q4 		$2.08M Buy
30,007
+8,323
+38% +$562K 0.18% 67
2019
Q3 		$1.41M Buy
21,684
+4,355
+25% +$281K 0.12% 92
2019
Q2 		$1.14M Sell
17,329
-25,605
-60% -$1.68M 0.09% 105
2019
Q1 		$2.79M Buy
42,934
+7,188
+20% +$453K 0.24% 72
2018
Q4 		$2.1M Buy
35,746
+2,640
+8% +$165K 0.2% 80
2018
Q3 		$2.25M Buy
33,106
+18,086
+120% +$1.22M 0.19% 77
2018
Q2 		$1.01M Sell
15,020
-752
-5% -$52.7K 0.09% 105
2018
Q1 		$1.1M Buy
15,772
+1,887
+14% +$135K 0.11% 100
2017
Q4 		$976K Sell
13,885
-425
-3% -$29.6K 0.09% 103
2017
Q3 		$980K Hold
14,310
– – 0.11% 96
2017
Q2 		$933K Buy
14,310
+1,822
+15% +$118K 0.11% 97
2017
Q1 		$778K Sell
12,488
-263
-2% -$15.9K 0.09% 107
2016
Q4 		$736K Buy
12,751
+263
+2% +$15.2K 0.1% 102
2016
Q3 		$738K Hold
12,488
– – 0.11% 101
2016
Q2 		$697K Buy
12,488
+118
+1% +$6.79K 0.11% 99
2016
Q1 		$707K Sell
12,370
-1,643
-12% -$90.6K 0.11% 90
2015
Q4 		$823K Buy
14,013
+1,485
+12% +$89.4K 0.14% 88
2015
Q3 		$718K Hold
12,528
– – 0.13% 91
2015
Q2 		$795K Sell
12,528
-6,335
-34% -$422K 0.13% 91
2015
Q1 		$1.21M Sell
18,863
-2,340
-11% -$147K 0.2% 77
2014
Q4 		$1.29M Buy
21,203
+955
+5% +$59.6K 0.22% 77
2014
Q3 		$1.3M Hold
20,248
– – 0.24% 77
2014
Q2 		$1.38M Buy
20,248
+2,225
+12% +$152K 0.26% 75
2014
Q1 		$1.21M Sell
18,023
-3,129
-15% -$207K 0.23% 75
2013
Q4 		$1.42M Sell
21,152
-3,689
-15% -$241K 0.27% 73
2013
Q3 		$1.58M Buy
24,841
+209
+0.8% +$12.8K 0.38% 65
2013
Q2 		$1.41M Buy
+24,632
New +$1.49M 0.39% 64

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

Berkshire Asset Management's EFA Position: Q1 2026 in Review

Berkshire Asset Management increased its iShares MSCI EAFE ETF (EFA) stake by 1.1% in Q1 2026, buying an estimated $25K and bringing the position to 22,756 shares worth $2.21M. The position accounts for 0.09% of the portfolio, ranked #96.

Berkshire Asset Management first reported a position in EFA in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.79M in Q1 2019. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Berkshire Asset Management held 22,756 shares of iShares MSCI EAFE ETF worth $2.21M as of Q1 2026.
  • Berkshire Asset Management bought 250 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $25K.
  • iShares MSCI EAFE ETF made up 0.09% of Berkshire Asset Management's portfolio in Q1 2026, its #96 holding.
  • Berkshire Asset Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 51 quarters since.
  • Berkshire Asset Management's iShares MSCI EAFE ETF position peaked at $2.79M in Q1 2019.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.