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Blue Trust Inc’s iShares MSCI EAFE ETF EFA Stock Holding History

Blue Trust Inc’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 		$1.92M Sell
18,516
-5,521
-23% -$568K 0.02% 189
2026
Q1 		$2.33M Buy
24,037
+2,159
+10% +$216K 0.03% 170
2025
Q4 		$2.1M Buy
21,878
+3,485
+19% +$331K 0.02% 187
2025
Q3 		$1.72M Buy
18,393
+365
+2% +$33.2K 0.02% 200
2025
Q2 		$1.61M Sell
18,028
-1,107
-6% -$94.5K 0.02% 201
2025
Q1 		$1.56M Buy
19,135
+2,749
+17% +$222K 0.02% 190
2024
Q4 		$1.24M Buy
16,386
+928
+6% +$73.5K 0.02% 208
2024
Q3 		$1.21M Buy
15,458
+1,730
+13% +$139K 0.02% 231
2024
Q2 		$1.1M Hold
13,728
– – 0.02% 206
2024
Q1 		$1.1M Buy
13,728
+1,430
+12% +$109K 0.02% 171
2023
Q4 		$847K Sell
12,298
-784
-6% -$55.4K 0.01% 178
2023
Q3 		$949K Buy
13,082
+9,448
+260% +$677K 0.01% 176
2023
Q2 		$260K Sell
3,634
-5,191
-59% -$377K ﹤0.01% 325
2023
Q1 		$579K Buy
8,825
+4,092
+86% +$286K 0.01% 264
2022
Q4 		$265K Buy
4,733
+2,639
+126% +$165K ﹤0.01% 382
2022
Q3 		$131K Sell
2,094
-718
-26% -$44.8K ﹤0.01% 444
2022
Q2 		$207K Buy
+2,812
New +$191K ﹤0.01% 317

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Blue Trust Inc's EFA Position: Q2 2026 in Review

Blue Trust Inc reduced its iShares MSCI EAFE ETF (EFA) stake by 23% in Q2 2026, selling an estimated $568K and leaving 18,516 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #189.

Blue Trust Inc first reported a position in EFA in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.33M in Q1 2026. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Blue Trust Inc held 18,516 shares of iShares MSCI EAFE ETF worth $1.92M as of Q2 2026.
  • Blue Trust Inc sold 5,521 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $568K.
  • iShares MSCI EAFE ETF made up 0.02% of Blue Trust Inc's portfolio in Q2 2026, its #189 holding.
  • Blue Trust Inc first reported a position in iShares MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's iShares MSCI EAFE ETF position peaked at $2.33M in Q1 2026.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.