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Bleakley Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Bleakley Financial Group’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 		$23.3M Buy
239,853
+6,254
+3% +$626K 0.36% 57
2025
Q4 		$22.4M Buy
233,599
+64,031
+38% +$6.07M 0.39% 48
2025
Q3 		$15.8M Buy
169,568
+170
+0.1% +$15.5K 0.37% 50
2025
Q2 		$15.1M Buy
169,398
+25,636
+18% +$2.19M 0.38% 51
2025
Q1 		$11.7M Buy
143,762
+49,041
+52% +$3.95M 0.38% 51
2024
Q4 		$7.16M Buy
94,721
+3,043
+3% +$241K 0.22% 75
2024
Q3 		$7.67M Sell
91,678
-591
-0.6% -$47.6K 0.23% 68
2024
Q2 		$7.23M Buy
92,269
+8,353
+10% +$662K 0.21% 90
2024
Q1 		$6.7M Buy
83,916
+4,585
+6% +$351K 0.19% 100
2023
Q4 		$5.98M Buy
79,331
+905
+1% +$64K 0.19% 102
2023
Q3 		$5.41M Buy
78,426
+4,359
+6% +$312K 0.19% 106
2023
Q2 		$5.37M Buy
74,067
+2,818
+4% +$205K 0.17% 114
2023
Q1 		$5.1M Sell
71,249
-6,330
-8% -$443K 0.17% 107
2022
Q4 		$5.09M Buy
+77,579
New +$4.86M 0.18% 108

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

Bleakley Financial Group's EFA Position: Q1 2026 in Review

Bleakley Financial Group increased its iShares MSCI EAFE ETF (EFA) stake by 2.7% in Q1 2026, buying an estimated $626K and bringing the position to 239,853 shares worth $23.3M. The position accounts for 0.36% of the portfolio, ranked #57.

Bleakley Financial Group first reported a position in EFA in Q4 2022 and has held it in 14 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Bleakley Financial Group held 239,853 shares of iShares MSCI EAFE ETF worth $23.3M as of Q1 2026.
  • Bleakley Financial Group bought 6,254 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $626K.
  • iShares MSCI EAFE ETF made up 0.36% of Bleakley Financial Group's portfolio in Q1 2026, its #57 holding.
  • Bleakley Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.