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Bristlecone Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Bristlecone Advisors’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
2025
Q3 		$6.94M Buy
74,292
+234
+0.3% +$21.3K 0.58% 38
2025
Q2 		$6.62M Buy
74,058
+162
+0.2% +$13.8K 0.56% 42
2025
Q1 		$6.04M Sell
73,896
-5,560
-7% -$448K 0.49% 46
2024
Q4 		$6.01M Sell
79,456
-2,457
-3% -$195K 0.47% 48
2024
Q3 		$6.85M Sell
81,913
-1,500
-2% -$121K 0.55% 41
2024
Q2 		$6.53M Sell
83,413
-1,058
-1% -$83.8K 0.56% 38
2024
Q1 		$6.75M Sell
84,471
-2,095
-2% -$160K 0.59% 38
2023
Q4 		$6.52M Buy
86,566
+62
+0.1% +$4.38K 0.66% 33
2023
Q3 		$5.96M Sell
86,504
-2,307
-3% -$165K 0.67% 35
2023
Q2 		$6.44M Buy
88,811
+159
+0.2% +$11.5K 0.65% 34
2023
Q1 		$6.34M Sell
88,652
-632
-0.7% -$44.2K 0.7% 34
2022
Q4 		$5.86M Sell
89,284
-1,239
-1% -$77.6K 0.72% 33
2022
Q3 		$5.07M Buy
90,523
+596
+0.7% +$37.1K 0.66% 33
2022
Q2 		$5.62M Buy
89,927
+79
+0.1% +$5.38K 0.69% 33
2022
Q1 		$6.61M Buy
89,848
+10
+0% +$748 0.81% 28
2021
Q4 		$7.07M Buy
89,838
+86
+0.1% +$6.81K 0.85% 26
2021
Q3 		$7M Sell
89,752
-675
-0.7% -$54K 0.92% 23
2021
Q2 		$7.13M Buy
90,427
+2,221
+3% +$176K 0.97% 24
2021
Q1 		$6.69M Hold
88,206
– – 1.01% 21
2020
Q4 		$6.43M Buy
88,206
+649
+0.7% +$44.4K 1.02% 21
2020
Q3 		$5.57M Sell
87,557
-5,860
-6% -$375K 1.02% 22
2020
Q2 		$5.69M Buy
93,417
+934
+1% +$54K 1.15% 20
2020
Q1 		$4.94M Sell
92,483
-2,138
-2% -$136K 1.18% 18
2019
Q4 		$6.57M Sell
94,621
-3,000
-3% -$203K 1.32% 17
2019
Q3 		$6.37M Sell
97,621
-160
-0.2% -$10.3K 1.55% 12
2019
Q2 		$6.43M Buy
97,781
+54
+0.1% +$3.53K 1.53% 12
2019
Q1 		$6.34M Sell
97,727
-1,045
-1% -$65.8K 1.78% 11
2018
Q4 		$5.81M Sell
98,772
-7,018
-7% -$438K 1.74% 10
2018
Q3 		$7.19M Sell
105,790
-420
-0.4% -$28.4K 1.81% 10
2018
Q2 		$7.11M Buy
106,210
+364
+0.3% +$25.5K 2.37% 9
2018
Q1 		$7.38M Sell
105,846
-3,063
-3% -$218K 2.48% 9
2017
Q4 		$7.66M Buy
108,909
+1,584
+1% +$110K 2.43% 8
2017
Q3 		$7.35M Buy
107,325
+11,372
+12% +$760K 2.39% 8
2017
Q2 		$6.26M Sell
95,953
-11,157
-10% -$722K 2.12% 9
2017
Q1 		$6.67M Sell
107,110
-2,357
-2% -$142K 2.33% 9
2016
Q4 		$6.32M Buy
109,467
+1,669
+2% +$96.2K 2.25% 9
2016
Q3 		$6.37M Sell
107,798
-7,243
-6% -$420K 2.3% 9
2016
Q2 		$6.42M Sell
115,041
-5,296
-4% -$305K 2.37% 9
2016
Q1 		$6.88M Sell
120,337
-23,521
-16% -$1.3M 2.72% 7
2015
Q4 		$8.45M Buy
+143,858
New +$8.67M 3.57% 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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bristlecone Advisors's EFA Position: Q3 2025 in Review

Bristlecone Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 0.32% in Q3 2025, buying an estimated $21.3K and bringing the position to 74,292 shares worth $6.94M. The position accounts for 0.58% of the portfolio, ranked #38.

Bristlecone Advisors first reported a position in EFA in Q4 2015 and has held it in 40 quarters since. The position peaked at $8.45M in Q4 2015. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • Bristlecone Advisors held 74,292 shares of iShares MSCI EAFE ETF worth $6.94M as of Q3 2025.
  • Bristlecone Advisors bought 234 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $21.3K.
  • iShares MSCI EAFE ETF made up 0.58% of Bristlecone Advisors's portfolio in Q3 2025, its #38 holding.
  • Bristlecone Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 40 quarters since.
  • Bristlecone Advisors's iShares MSCI EAFE ETF position peaked at $8.45M in Q4 2015.
  • 2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.