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Boreal Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Boreal Capital Management’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 		$199K Sell
2,047
-1,129
-36% -$113K 0.16% 121
2025
Q4 		$305K Hold
3,176
– – 0.23% 102
2025
Q3 		$297K Buy
3,176
+1
+0% +$91 0.24% 98
2025
Q2 		$284K Buy
+3,175
New +$271K 0.23% 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

Boreal Capital Management's EFA Position: Q1 2026 in Review

Boreal Capital Management reduced its iShares MSCI EAFE ETF (EFA) stake by 36% in Q1 2026, selling an estimated $113K and leaving 2,047 shares worth $199K. The position accounts for 0.16% of the portfolio, ranked #121.

Boreal Capital Management first reported a position in EFA in Q2 2025 and has held it in 4 quarters since. The position peaked at $305K in Q4 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Boreal Capital Management held 2,047 shares of iShares MSCI EAFE ETF worth $199K as of Q1 2026.
  • Boreal Capital Management sold 1,129 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $113K.
  • iShares MSCI EAFE ETF made up 0.16% of Boreal Capital Management's portfolio in Q1 2026, its #121 holding.
  • Boreal Capital Management first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's iShares MSCI EAFE ETF position peaked at $305K in Q4 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.