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Brinker Capital Investments’s iShares MSCI EAFE ETF EFA Stock Holding History

Brinker Capital Investments’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 		$24.4M Sell
250,840
-8,708
-3% -$871K 0.21% 83
2025
Q4 		$24.9M Sell
259,548
-35,037
-12% -$3.32M 0.18% 94
2025
Q3 		$27.5M Sell
294,585
-65
-0% -$5.91K 0.21% 79
2025
Q2 		$26.3M Sell
294,650
-8,522
-3% -$728K 0.22% 84
2025
Q1 		$24.8M Buy
303,172
+13,321
+5% +$1.07M 0.24% 77
2024
Q4 		$21.9M Sell
289,851
-18,843
-6% -$1.49M 0.22% 86
2024
Q3 		$25.8M Buy
308,694
+1,042
+0.3% +$83.8K 0.26% 68
2024
Q2 		$24.1M Sell
307,652
-7,250
-2% -$574K 0.25% 71
2024
Q1 		$25.1M Sell
314,902
-18,573
-6% -$1.42M 0.27% 68
2023
Q4 		$25M Sell
333,475
-10,227
-3% -$723K 0.29% 67
2023
Q3 		$23.7M Sell
343,702
-693
-0.2% -$49.6K 0.29% 62
2023
Q2 		$25M Buy
344,395
+5,402
+2% +$392K 0.27% 65
2023
Q1 		$24.2M Buy
338,993
+35,047
+12% +$2.45M 0.3% 61
2022
Q4 		$20M Sell
303,946
-2,539
-0.8% -$159K 0.4% 51
2022
Q3 		$17.2M Sell
306,485
-9,080
-3% -$566K 0.35% 57
2022
Q2 		$19.7M Sell
315,565
-21,439
-6% -$1.46M 0.37% 52
2022
Q1 		$24.8M Buy
337,004
+44,800
+15% +$3.35M 0.38% 47
2021
Q4 		$23M Buy
292,204
+8,051
+3% +$638K 0.33% 59
2021
Q3 		$22.4M Hold
284,153
– – 0.35% 64
2021
Q2 		$22.4M Buy
284,153
+692
+0.2% +$55K 0.3% 80
2021
Q1 		$21.5M Buy
+283,461
New +$21.3M 0.32% 79
2020
Q4 		– Sell
-346,299
Closed -$22M – 1059
2020
Q3 		$22M Buy
+346,299
New +$22.2M 0.38% 53
2020
Q1 		– Sell
-1,760
Closed -$122K – 419
2019
Q4 		$122K Hold
1,760
– – ﹤0.01% 358
2019
Q3 		$115K Sell
1,760
-1,692
-49% -$109K ﹤0.01% 364
2019
Q2 		$227K Buy
3,452
+712
+26% +$46.6K 0.01% 366
2019
Q1 		$178K Sell
2,740
-12,898
-82% -$813K 0.01% 353
2018
Q4 		$919K Sell
15,638
-12,500
-44% -$781K 0.03% 235
2018
Q3 		$1.91M Buy
28,138
+12,499
+80% +$844K 0.06% 181
2018
Q2 		$1.05M Buy
15,639
+225
+1% +$15.8K 0.03% 224
2018
Q1 		$1.07M Sell
15,414
-1
-0% -$71 0.03% 216
2017
Q4 		$1.08M Sell
15,415
-2,310
-13% -$161K 0.04% 219
2017
Q3 		$1.21M Buy
17,725
+1,695
+11% +$113K 0.04% 193
2017
Q2 		$1.04M Sell
16,030
-975
-6% -$63.1K 0.04% 199
2017
Q1 		$1.06M Sell
17,005
-1,531
-8% -$92.6K 0.04% 192
2016
Q4 		$1.07M Sell
18,536
-11,483
-38% -$662K 0.05% 185
2016
Q3 		$1.77M Sell
30,019
-2,454
-8% -$142K 0.07% 149
2016
Q2 		$1.81M Sell
32,473
-128,459
-80% -$7.39M 0.08% 144
2016
Q1 		$9.2M Sell
160,932
-854,819
-84% -$47.1M 0.39% 66
2015
Q4 		$59.6M Sell
1,015,751
-156,675
-13% -$9.44M 2.58% 6
2015
Q3 		$67.2M Sell
1,172,426
-144,521
-11% -$8.92M 2.93% 5
2015
Q2 		$83.6M Sell
1,316,947
-57,453
-4% -$3.83M 3.23% 4
2015
Q1 		$88.2M Buy
1,374,400
+100,989
+8% +$6.36M 3.33% 4
2014
Q4 		$77.5M Sell
1,273,411
-138,761
-10% -$8.66M 2.95% 2
2014
Q3 		$90.5M Sell
1,412,172
-46,324
-3% -$3.09M 3.45% 3
2014
Q2 		$99.7M Buy
1,458,496
+16,011
+1% +$1.1M 3.7% 3
2014
Q1 		$96.9M Sell
1,442,485
-56,511
-4% -$3.73M 3.74% 3
2013
Q4 		$101M Buy
1,498,996
+48,537
+3% +$3.17M 3.88% 3
2013
Q3 		$92.5M Buy
1,450,459
+481,531
+50% +$29.5M 3.73% 3
2013
Q2 		$55.5M Buy
+968,928
New +$58.6M 2.33% 5

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

Brinker Capital Investments's EFA Position: Q1 2026 in Review

Brinker Capital Investments reduced its iShares MSCI EAFE ETF (EFA) stake by 3.4% in Q1 2026, selling an estimated $871K and leaving 250,840 shares worth $24.4M. The position accounts for 0.21% of the portfolio, ranked #83.

Brinker Capital Investments first reported a position in EFA in Q2 2013 and has held it in 49 quarters since. The position peaked at $101M in Q4 2013. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Brinker Capital Investments held 250,840 shares of iShares MSCI EAFE ETF worth $24.4M as of Q1 2026.
  • Brinker Capital Investments sold 8,708 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $871K.
  • iShares MSCI EAFE ETF made up 0.21% of Brinker Capital Investments's portfolio in Q1 2026, its #83 holding.
  • Brinker Capital Investments first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 49 quarters since.
  • Brinker Capital Investments's iShares MSCI EAFE ETF position peaked at $101M in Q4 2013.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.