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Blue Chip Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Blue Chip Partners’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 		$256K Hold
2,632
– – 0.02% 152
2025
Q4 		$253K Buy
2,632
+83
+3% +$7.87K 0.02% 155
2025
Q3 		$238K Sell
2,549
-766
-23% -$69.6K 0.02% 152
2025
Q2 		$296K Buy
3,315
+218
+7% +$18.6K 0.02% 137
2025
Q1 		$253K Buy
+3,097
New +$250K 0.02% 143
2024
Q4 		– Sell
-2,467
Closed -$206K – 167
2024
Q3 		$206K Hold
2,467
– – 0.02% 140
2024
Q2 		$193K Buy
2,467
+43
+2% +$3.41K 0.02% 137
2024
Q1 		$194K Hold
2,424
– – 0.02% 134
2023
Q4 		$183K Buy
2,424
+169
+7% +$11.9K 0.02% 142
2023
Q3 		$155K Buy
2,255
+12
+0.5% +$860 0.02% 149
2023
Q2 		$163K Buy
2,243
+40
+2% +$2.9K 0.02% 160
2023
Q1 		$158K Sell
2,203
-843
-28% -$59K 0.02% 152
2022
Q4 		$200K Sell
3,046
-14,196
-82% -$889K 0.02% 133
2022
Q3 		$966K Buy
17,242
+3,130
+22% +$195K 0.13% 67
2022
Q2 		$882K Sell
14,112
-8,721
-38% -$594K 0.11% 75
2022
Q1 		$1.68M Buy
+22,833
New +$1.71M 0.21% 61
2020
Q1 		– Sell
-31,853
Closed -$2.21M – 138
2019
Q4 		$2.21M Buy
31,853
+423
+1% +$28.6K 0.42% 51
2019
Q3 		$2.05M Sell
31,430
-178
-0.6% -$11.5K 0.43% 53
2019
Q2 		$2.08M Buy
31,608
+374
+1% +$24.5K 0.47% 53
2019
Q1 		$2.03M Sell
31,234
-1
-0% -$63 0.48% 52
2018
Q4 		$1.84M Buy
31,235
+1,944
+7% +$121K 0.46% 56
2018
Q3 		$1.99M Hold
29,291
– – 0.49% 51
2018
Q2 		$1.96M Buy
29,291
+368
+1% +$25.8K 0.52% 51
2018
Q1 		$2.02M Sell
28,923
-1,666
-5% -$119K 0.56% 52
2017
Q4 		$2.15M Buy
30,589
+362
+1% +$25.2K 0.64% 49
2017
Q3 		$2.07M Buy
30,227
+495
+2% +$33.1K 0.67% 50
2017
Q2 		$1.94M Sell
29,732
-349
-1% -$22.6K 0.68% 54
2017
Q1 		$1.87M Buy
30,081
+2,280
+8% +$138K 0.71% 52
2016
Q4 		$1.6M Buy
+27,801
New +$1.6M 0.63% 52

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

Blue Chip Partners's EFA Position: Q1 2026 in Review

Blue Chip Partners held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 2,632 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #152.

Blue Chip Partners first reported a position in EFA in Q4 2016 and has held it in 29 quarters since. The position peaked at $2.21M in Q4 2019. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Blue Chip Partners held 2,632 shares of iShares MSCI EAFE ETF worth $256K as of Q1 2026.
  • Blue Chip Partners left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.02% of Blue Chip Partners's portfolio in Q1 2026, its #152 holding.
  • Blue Chip Partners first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 29 quarters since.
  • Blue Chip Partners's iShares MSCI EAFE ETF position peaked at $2.21M in Q4 2019.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.