Bollard Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Bollard 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 Q2	$26K	Buy	250 +4	+2%	+$411	﹤0.01%	247
2026 Q1	$24K	Hold	246	–	–	﹤0.01%	255
2025 Q4	$24K	Buy	246 +4	+2%	+$379	﹤0.01%	249
2025 Q3	$23K	Hold	242	–	–	﹤0.01%	225
2025 Q2	$22K	Buy	242 +5	+2%	+$427	﹤0.01%	242
2025 Q1	$19K	Hold	237	–	–	﹤0.01%	240
2024 Q4	$18K	Sell	237 -197	-45%	-$15.6K	﹤0.01%	240
2024 Q3	$36K	Hold	434	–	–	﹤0.01%	245
2024 Q2	$34K	Buy	434 +4	+0.9%	+$317	﹤0.01%	245
2024 Q1	$34K	Hold	430	–	–	﹤0.01%	236
2023 Q4	$32K	Buy	430 +3	+0.7%	+$212	﹤0.01%	233
2023 Q3	$29K	Hold	427	–	–	﹤0.01%	233
2023 Q2	$31K	Buy	427 +4	+0.9%	+$290	﹤0.01%	235
2023 Q1	$30K	Buy	423 +200	+90%	+$14K	﹤0.01%	231
2022 Q4	$15K	Buy	223 +1	+0.5%	+$63	﹤0.01%	238
2022 Q3	$12K	Hold	222	–	–	﹤0.01%	247
2022 Q2	$14K	Buy	222 +5	+2%	+$340	﹤0.01%	256
2022 Q1	$16K	Hold	217	–	–	﹤0.01%	393
2021 Q4	$17K	Buy	217 +4	+2%	+$317	﹤0.01%	397
2021 Q3	$17K	Hold	213	–	–	﹤0.01%	396
2021 Q2	$17K	Buy	213 +3	+1%	+$238	﹤0.01%	395
2021 Q1	$16K	Hold	210	–	–	﹤0.01%	398
2020 Q4	$15K	Buy	210 +2	+1%	+$137	﹤0.01%	399
2020 Q3	$13K	Hold	208	–	–	﹤0.01%	401
2020 Q2	$13K	Buy	208 +3	+1%	+$173	﹤0.01%	422
2020 Q1	$11K	Hold	205	–	–	﹤0.01%	207
2019 Q4	$14K	Buy	205 +2	+1%	+$135	﹤0.01%	208
2019 Q3	$13K	Hold	203	–	–	﹤0.01%	216
2019 Q2	$13K	Buy	203 +4	+2%	+$262	﹤0.01%	230
2019 Q1	$13K	Hold	199	–	–	﹤0.01%	237
2018 Q4	$12K	Buy	199 +3	+2%	+$187	﹤0.01%	241
2018 Q3	$13K	Hold	196	–	–	﹤0.01%	247
2018 Q2	$13K	Buy	196 +3	+2%	+$210	﹤0.01%	244
2018 Q1	$13K	Hold	193	–	–	﹤0.01%	246
2017 Q4	$14K	Buy	193 +2	+1%	+$139	﹤0.01%	235
2017 Q3	$13K	Hold	191	–	–	﹤0.01%	246
2017 Q2	$12K	Buy	191 +3	+2%	+$194	﹤0.01%	252
2017 Q1	$12K	Hold	188	–	–	﹤0.01%	254
2016 Q4	$11K	Buy	188 +2	+1%	+$115	﹤0.01%	253
2016 Q3	$11K	Hold	186	–	–	﹤0.01%	241
2016 Q2	$10K	Buy	186 +4	+2%	+$230	﹤0.01%	244
2016 Q1	$10K	Hold	182	–	–	﹤0.01%	245
2015 Q4	$11K	Buy	182 +2	+1%	+$120	﹤0.01%	246
2015 Q3	$10K	Buy	+180	New	+$11.1K	﹤0.01%	260
2014 Q3	–	Sell	-75,000	Closed	-$5.13M	–	276
2014 Q2	$5.13M	Hold	75,000	–	–	0.5%	36
2014 Q1	$5.04M	Hold	75,000	–	–	0.51%	32
2013 Q4	$5.03M	Hold	75,000	–	–	0.55%	31
2013 Q3	$4.79M	Buy	+75,000	New	+$4.6M	0.56%	34

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bollard Group's EFA Position: Q2 2026 in Review

Bollard Group increased its iShares MSCI EAFE ETF (EFA) stake by 1.6% in Q2 2026, buying an estimated $411 and bringing the position to 250 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Bollard Group first reported a position in EFA in Q3 2013 and has held it in 48 quarters since. The position peaked at $5.13M in Q2 2014. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Bollard Group held 250 shares of iShares MSCI EAFE ETF worth $26K as of Q2 2026.
Bollard Group bought 4 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $411.
iShares MSCI EAFE ETF made up ﹤0.01% of Bollard Group's portfolio in Q2 2026, its #247 holding.
Bollard Group first reported a position in iShares MSCI EAFE ETF in Q3 2013 and has held it in 48 quarters since.
Bollard Group's iShares MSCI EAFE ETF position peaked at $5.13M in Q2 2014.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.