Boyd Watterson Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Boyd Watterson Asset 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	$2.43M	Hold	25,045	–	–	0.75%	36
2025 Q4	$2.41M	Sell	25,045 -52	-0.2%	-$4.93K	0.69%	39
2025 Q3	$2.34M	Hold	25,097	–	–	0.7%	40
2025 Q2	$2.24M	Hold	25,097	–	–	0.71%	40
2025 Q1	$2.05M	Hold	25,097	–	–	0.66%	45
2024 Q4	$1.9M	Hold	25,097	–	–	0.53%	49
2024 Q3	$2.1M	Sell	25,097 -85	-0.3%	-$6.84K	0.58%	41
2024 Q2	$1.97M	Sell	25,182 -150	-0.6%	-$11.9K	0.56%	40
2024 Q1	$2.02M	Hold	25,332	–	–	0.73%	41
2023 Q4	$1.91M	Sell	25,332 -400	-2%	-$28.3K	0.75%	38
2023 Q3	$1.77M	Hold	25,732	–	–	0.78%	36
2023 Q2	$1.87M	Hold	25,732	–	–	0.74%	36
2023 Q1	$1.84M	Hold	25,732	–	–	0.75%	34
2022 Q4	$1.69M	Sell	25,732 -148	-0.6%	-$9.27K	0.7%	36
2022 Q3	$1.45M	Hold	25,880	–	–	0.66%	39
2022 Q2	$1.62M	Buy	25,880 +200	+0.8%	+$13.6K	0.69%	36
2022 Q1	$1.89M	Buy	25,680 +800	+3%	+$59.8K	0.69%	39
2021 Q4	$1.96M	Hold	24,880	–	–	0.65%	44
2021 Q3	$1.94M	Hold	24,880	–	–	0.72%	42
2021 Q2	$1.96M	Hold	24,880	–	–	0.79%	42
2021 Q1	$1.89M	Sell	24,880 -362	-1%	-$27.3K	0.82%	35
2020 Q4	$1.84M	Hold	25,242	–	–	0.88%	32
2020 Q3	$1.61M	Hold	25,242	–	–	0.89%	33
2020 Q2	$1.54M	Sell	25,242 -8,000	-24%	-$463K	1.04%	27
2020 Q1	$1.78M	Buy	33,242 +2,165	+7%	+$137K	1.45%	20
2019 Q4	$2.16M	Hold	31,077	–	–	1.42%	21
2019 Q3	$2.03M	Hold	31,077	–	–	1.42%	22
2019 Q2	$2.04M	Hold	31,077	–	–	1.39%	23
2019 Q1	$2.02M	Buy	31,077 +2,000	+7%	+$126K	1.27%	24
2018 Q4	$1.71M	Buy	29,077 +1,475	+5%	+$92.1K	1.25%	27
2018 Q3	$1.88M	Hold	27,602	–	–	1.07%	31
2018 Q2	$1.85M	Hold	27,602	–	–	1.06%	32
2018 Q1	$1.92M	Sell	27,602 -49	-0.2%	-$3.49K	0.95%	32
2017 Q4	$1.94M	Sell	27,651 -179	-0.6%	-$12.4K	0.94%	29
2017 Q3	$1.91M	Buy	27,830 +575	+2%	+$38.4K	0.94%	29
2017 Q2	$1.78M	Hold	27,255	–	–	0.91%	28
2017 Q1	$1.7M	Hold	27,255	–	–	0.85%	34
2016 Q4	$1.57M	Buy	27,255 +1,900	+7%	+$110K	0.83%	35
2016 Q3	$1.5M	Buy	25,355 +2,500	+11%	+$145K	0.73%	41
2016 Q2	$1.28M	Hold	22,855	–	–	0.61%	51
2016 Q1	$1.31M	Buy	22,855 +2,400	+12%	+$132K	0.63%	51
2015 Q4	$1.2M	Buy	20,455 +1,700	+9%	+$102K	0.57%	56
2015 Q3	$1.07M	Sell	18,755 -3,150	-14%	-$194K	0.46%	65
2015 Q2	$1.39M	Sell	21,905 -1,500	-6%	-$99.9K	0.54%	57
2015 Q1	$1.5M	Buy	23,405 +452	+2%	+$28.5K	0.6%	51
2014 Q4	$1.4M	Hold	22,953	–	–	0.6%	48
2014 Q3	$1.47M	Buy	22,953 +3,116	+16%	+$208K	0.64%	43
2014 Q2	$1.36M	Hold	19,837	–	–	0.59%	48
2014 Q1	$1.33M	Sell	19,837 -2,282	-10%	-$151K	0.62%	43
2013 Q4	$1.48M	Buy	22,119 +830	+4%	+$54.2K	0.69%	40
2013 Q3	$1.36M	Buy	21,289 +345	+2%	+$21.1K	0.65%	39
2013 Q2	$1.2M	Buy	+20,944	New	+$1.27M	0.61%	37

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Boyd Watterson Asset Management's EFA Position: Q1 2026 in Review

Boyd Watterson Asset Management held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 25,045 shares worth $2.43M. The position accounts for 0.75% of the portfolio, ranked #36.

Boyd Watterson Asset Management first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Boyd Watterson Asset Management held 25,045 shares of iShares MSCI EAFE ETF worth $2.43M as of Q1 2026.
Boyd Watterson Asset Management left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.75% of Boyd Watterson Asset Management's portfolio in Q1 2026, its #36 holding.
Boyd Watterson Asset Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.