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

Berkshire Money 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 		– Sell
-2,146
Closed -$206K – 72
2025
Q4 		$206K Buy
+2,146
New +$204K 0.02% 128
2025
Q3 		– Sell
-2,221
Closed -$199K – 69
2025
Q2 		$199K Buy
+2,221
New +$190K 0.02% 104
2025
Q1 		– Sell
-3,654
Closed -$276K – 103
2024
Q4 		$276K Sell
3,654
-154,195
-98% -$12.2M 0.03% 77
2024
Q3 		$13.2M Buy
157,849
+10,890
+7% +$876K 1.51% 14
2024
Q2 		$11.5M Buy
146,959
+3,281
+2% +$260K 1.4% 14
2024
Q1 		$11.5M Buy
143,678
+7,212
+5% +$552K 1.39% 14
2023
Q4 		$10.3M Sell
136,466
-7,919
-5% -$560K 1.37% 16
2023
Q3 		$9.95M Buy
144,385
+9,284
+7% +$665K 1.51% 17
2023
Q2 		$9.79M Buy
135,101
+8,709
+7% +$632K 1.42% 18
2023
Q1 		$9.04M Buy
+126,392
New +$8.84M 1.37% 18
2020
Q2 		– Sell
-150
Closed -$8K – 51
2020
Q1 		$8K Buy
+150
New +$9.52K ﹤0.01% 66
2014
Q4 		– Sell
-634,240
Closed -$40.7M – 20
2014
Q3 		$40.7M Buy
634,240
+143,654
+29% +$9.58M 17.13% 2
2014
Q2 		$33.5M Sell
490,586
-3,967
-0.8% -$272K 23.4% 2
2014
Q1 		$33.2M Buy
494,553
+26,331
+6% +$1.74M 15.21% 3
2013
Q4 		$31.4M Buy
468,222
+8,843
+2% +$578K 11.49% 3
2013
Q3 		$29.3M Sell
459,379
-105,298
-19% -$6.45M 12.74% 3
2013
Q2 		$32.4M Buy
+564,677
New +$34.1M 15.32% 3

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Berkshire Money Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 2,146 shares — an estimated $206K sold.

Berkshire Money Management first reported a position in EFA in Q2 2013 and held it in 17 quarters. The position peaked at $40.7M in Q3 2014. 2,213 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Berkshire Money Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Berkshire Money Management sold 2,146 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $206K.
  • Berkshire Money Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 17 quarters.
  • Berkshire Money Management's iShares MSCI EAFE ETF position peaked at $40.7M in Q3 2014.
  • 2,213 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.