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Birch Hill Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Birch Hill Investment Advisors’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 		$8.59M Buy
82,689
+1,671
+2% +$172K 0.35% 45
2026
Q1 		$7.87M Buy
81,018
+2,766
+4% +$277K 0.35% 46
2025
Q4 		$7.51M Buy
78,252
+765
+1% +$72.6K 0.31% 49
2025
Q3 		$7.23M Buy
77,487
+1,159
+2% +$105K 0.31% 53
2025
Q2 		$6.82M Buy
76,328
+66
+0.1% +$5.63K 0.3% 52
2025
Q1 		$6.23M Buy
76,262
+373
+0.5% +$30.1K 0.3% 47
2024
Q4 		$5.74M Buy
75,889
+58
+0.1% +$4.59K 0.27% 50
2024
Q3 		$6.34M Buy
75,831
+608
+0.8% +$48.9K 0.3% 48
2024
Q2 		$5.89M Buy
75,223
+1,312
+2% +$104K 0.28% 49
2024
Q1 		$5.9M Sell
73,911
-2,844
-4% -$218K 0.29% 49
2023
Q4 		$5.78M Buy
76,755
+412
+0.5% +$29.1K 0.31% 49
2023
Q3 		$5.26M Sell
76,343
-602
-0.8% -$43.1K 0.31% 48
2023
Q2 		$5.58M Sell
76,945
-898
-1% -$65.2K 0.32% 48
2023
Q1 		$5.57M Sell
77,843
-464
-0.6% -$32.5K 0.35% 49
2022
Q4 		$5.14M Sell
78,307
-2,029
-3% -$127K 0.33% 49
2022
Q3 		$4.5M Buy
80,336
+1,380
+2% +$86K 0.3% 51
2022
Q2 		$4.93M Sell
78,956
-430
-0.5% -$29.3K 0.31% 52
2022
Q1 		$5.84M Sell
79,386
-4,337
-5% -$324K 0.31% 54
2021
Q4 		$6.59M Buy
83,723
+88
+0.1% +$6.97K 0.33% 52
2021
Q3 		$6.52M Buy
83,635
+1,362
+2% +$109K 0.35% 48
2021
Q2 		$6.49M Sell
82,273
-1,088
-1% -$86.4K 0.35% 50
2021
Q1 		$6.33M Sell
83,361
-460
-0.5% -$34.6K 0.36% 48
2020
Q4 		$6.12M Sell
83,821
-1,450
-2% -$99.2K 0.37% 46
2020
Q3 		$5.43M Buy
85,271
+4
+0% +$256 0.36% 42
2020
Q2 		$5.19M Sell
85,267
-614
-0.7% -$35.5K 0.38% 43
2020
Q1 		$4.59M Sell
85,881
-924
-1% -$58.6K 0.4% 42
2019
Q4 		$6.03M Buy
86,805
+8,638
+11% +$583K 0.4% 45
2019
Q3 		$5.1M Sell
78,167
-926
-1% -$59.7K 0.37% 47
2019
Q2 		$5.2M Buy
79,093
+105
+0.1% +$6.87K 0.38% 47
2019
Q1 		$5.12M Buy
78,988
+2,924
+4% +$184K 0.39% 48
2018
Q4 		$4.47M Sell
76,064
-991
-1% -$61.9K 0.39% 48
2018
Q3 		$5.24M Buy
77,055
+1,296
+2% +$87.5K 0.38% 50
2018
Q2 		$5.07M Sell
75,759
-246
-0.3% -$17.2K 0.4% 48
2018
Q1 		$5.3M Sell
76,005
-1,042
-1% -$74.3K 0.44% 48
2017
Q4 		$5.42M Buy
77,047
+2,327
+3% +$162K 0.45% 46
2017
Q3 		$5.12M Sell
74,720
-135
-0.2% -$9.03K 0.45% 45
2017
Q2 		$4.88M Buy
74,855
+115
+0.2% +$7.44K 0.43% 45
2017
Q1 		$4.66M Buy
74,740
+600
+0.8% +$36.3K 0.4% 46
2016
Q4 		$4.28M Sell
74,140
-800
-1% -$46.1K 0.39% 47
2016
Q3 		$4.43M Buy
74,940
+9,440
+14% +$547K 0.41% 49
2016
Q2 		$3.66M Sell
65,500
-5,286
-7% -$304K 0.36% 48
2016
Q1 		$4.05M Sell
70,786
-824
-1% -$45.4K 0.43% 47
2015
Q4 		$4.21M Sell
71,610
-68
-0.1% -$4.1K 0.44% 47
2015
Q3 		$4.11M Buy
71,678
+255
+0.4% +$15.7K 0.45% 46
2015
Q2 		$4.54M Buy
71,423
+2,412
+3% +$161K 0.47% 47
2015
Q1 		$4.43M Buy
69,011
+7,495
+12% +$472K 0.45% 48
2014
Q4 		$3.74M Sell
61,516
-542
-0.9% -$33.8K 0.38% 52
2014
Q3 		$3.98M Sell
62,058
-490
-0.8% -$32.7K 0.42% 51
2014
Q2 		$4.28M Sell
62,548
-1,700
-3% -$117K 0.45% 50
2014
Q1 		$4.32M Buy
64,248
+1,274
+2% +$84.2K 0.46% 49
2013
Q4 		$4.22M Buy
62,974
+725
+1% +$47.4K 0.45% 51
2013
Q3 		$3.97M Buy
62,249
+248
+0.4% +$15.2K 0.47% 50
2013
Q2 		$3.55M Buy
+62,001
New +$3.75M 0.45% 53

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Birch Hill Investment Advisors's EFA Position: Q2 2026 in Review

Birch Hill Investment Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 2.1% in Q2 2026, buying an estimated $172K and bringing the position to 82,689 shares worth $8.59M. The position accounts for 0.35% of the portfolio, ranked #45.

Birch Hill Investment Advisors first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. 1,092 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Birch Hill Investment Advisors held 82,689 shares of iShares MSCI EAFE ETF worth $8.59M as of Q2 2026.
  • Birch Hill Investment Advisors bought 1,671 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $172K.
  • iShares MSCI EAFE ETF made up 0.35% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #45 holding.
  • Birch Hill Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,092 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.