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Berkshire Bank’s iShares MSCI EAFE ETF EFA Stock Holding History

Berkshire Bank’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 		$773K Sell
7,442
-407
-5% -$41.9K 0.15% 86
2026
Q1 		$762K Sell
7,849
-1,674
-18% -$167K 0.16% 85
2025
Q4 		$914K Hold
9,523
– – 0.19% 76
2025
Q3 		$889K Sell
9,523
-182
-2% -$16.5K 0.19% 76
2025
Q2 		$868K Hold
9,705
– – 0.2% 74
2025
Q1 		$793K Sell
9,705
-200
-2% -$16.1K 0.19% 78
2024
Q4 		$749K Hold
9,905
– – 0.17% 80
2024
Q3 		$828K Sell
9,905
-243
-2% -$19.6K 0.19% 79
2024
Q2 		$795K Sell
10,148
-630
-6% -$49.9K 0.2% 72
2024
Q1 		$861K Sell
10,778
-1,520
-12% -$116K 0.21% 74
2023
Q4 		$927K Buy
12,298
+1,201
+11% +$84.9K 0.25% 71
2023
Q3 		$765K Sell
11,097
-1,035
-9% -$74.1K 0.22% 75
2023
Q2 		$880K Hold
12,132
– – 0.24% 74
2023
Q1 		$868K Sell
12,132
-100
-0.8% -$7K 0.26% 73
2022
Q4 		$803K Buy
12,232
+341
+3% +$21.4K 0.25% 74
2022
Q3 		$666K Hold
11,891
– – 0.2% 79
2022
Q2 		$743K Sell
11,891
-237
-2% -$16.1K 0.22% 76
2022
Q1 		$893K Sell
12,128
-2,024
-14% -$151K 0.21% 73
2021
Q4 		$1.11M Sell
14,152
-739
-5% -$58.5K 0.25% 70
2021
Q3 		$1.16M Sell
14,891
-894
-6% -$71.5K 0.28% 63
2021
Q2 		$1.25M Buy
15,785
+789
+5% +$62.7K 0.3% 64
2021
Q1 		$1.14M Sell
14,996
-1,085
-7% -$81.7K 0.29% 62
2020
Q4 		$1.17M Sell
16,081
-6,517
-29% -$446K 0.29% 60
2020
Q3 		$1.44M Buy
+22,598
New +$1.45M 0.38% 55

Other funds holding EFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Berkshire Bank's EFA Position: Q2 2026 in Review

Berkshire Bank reduced its iShares MSCI EAFE ETF (EFA) stake by 5.2% in Q2 2026, selling an estimated $41.9K and leaving 7,442 shares worth $773K. The position accounts for 0.15% of the portfolio, ranked #86.

Berkshire Bank first reported a position in EFA in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.44M in Q3 2020. 1,207 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Berkshire Bank held 7,442 shares of iShares MSCI EAFE ETF worth $773K as of Q2 2026.
  • Berkshire Bank sold 407 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $41.9K.
  • iShares MSCI EAFE ETF made up 0.15% of Berkshire Bank's portfolio in Q2 2026, its #86 holding.
  • Berkshire Bank first reported a position in iShares MSCI EAFE ETF in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's iShares MSCI EAFE ETF position peaked at $1.44M in Q3 2020.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.