Brookmont Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $624K | Buy |
6,427
+892
| +16% | +$89.2K | 0.35% | 44 |
|
|
2025
Q4 | $532K | Buy |
5,535
+13
| +0.2% | +$1.23K | 0.31% | 44 |
|
|
2025
Q3 | $516K | Sell |
5,522
-1,948
| -26% | -$177K | 0.29% | 43 |
|
|
2025
Q2 | $668K | Buy |
7,470
+1
| +0% | +$85 | 0.38% | 42 |
|
|
2025
Q1 | $610K | Sell |
7,469
-524
| -7% | -$42.2K | 0.34% | 42 |
|
|
2024
Q4 | $604K | Sell |
7,993
-709
| -8% | -$56.1K | 0.32% | 42 |
|
|
2024
Q3 | $728K | Sell |
8,702
-614
| -7% | -$49.4K | 0.37% | 42 |
|
|
2024
Q2 | $730K | Sell |
9,316
-1,356
| -13% | -$107K | 0.4% | 42 |
|
|
2024
Q1 | $852K | Sell |
10,672
-259
| -2% | -$19.8K | 0.45% | 39 |
|
|
2023
Q4 | $824K | Sell |
10,931
-29
| -0.3% | -$2.05K | 0.46% | 39 |
|
|
2023
Q3 | $755K | Buy |
10,960
+349
| +3% | +$25K | 0.47% | 39 |
|
|
2023
Q2 | $769K | Sell |
10,611
-550
| -5% | -$39.9K | 0.46% | 39 |
|
|
2023
Q1 | $798K | Sell |
11,161
-7
| -0.1% | -$490 | 0.5% | 39 |
|
|
2022
Q4 | $733K | Buy |
11,168
+197
| +2% | +$12.3K | 0.45% | 40 |
|
|
2022
Q3 | $614K | Buy |
10,971
+19
| +0.2% | +$1.18K | 0.43% | 40 |
|
|
2022
Q2 | $684K | Sell |
10,952
-833
| -7% | -$56.7K | 0.47% | 40 |
|
|
2022
Q1 | $867K | Buy |
11,785
+45
| +0.4% | +$3.37K | 0.52% | 39 |
|
|
2021
Q4 | $924K | Buy |
11,740
+497
| +4% | +$39.4K | 0.49% | 39 |
|
|
2021
Q3 | $877K | Buy |
11,243
+171
| +2% | +$13.7K | 0.52% | 40 |
|
|
2021
Q2 | $873K | Buy |
11,072
+259
| +2% | +$20.6K | 0.53% | 40 |
|
|
2021
Q1 | $820K | Sell |
10,813
-79
| -0.7% | -$5.95K | 0.53% | 41 |
|
|
2020
Q4 | $795K | Buy |
10,892
+20
| +0.2% | +$1.37K | 0.56% | 41 |
|
|
2020
Q3 | $692K | Sell |
10,872
-21
| -0.2% | -$1.34K | 0.51% | 39 |
|
|
2020
Q2 | $663K | Sell |
10,893
-3,701
| -25% | -$214K | 0.53% | 39 |
|
|
2020
Q1 | $780K | Hold |
14,594
| – | – | 0.63% | 35 |
|
|
2019
Q4 | $1.01M | Sell |
14,594
-325
| -2% | -$22K | 0.6% | 37 |
|
|
2019
Q3 | $973K | Buy |
14,919
+733
| +5% | +$47.2K | 0.56% | 40 |
|
|
2019
Q2 | $932K | Buy |
14,186
+7
| +0% | +$458 | 0.56% | 39 |
|
|
2019
Q1 | $920K | Sell |
14,179
-103
| -0.7% | -$6.49K | 0.57% | 40 |
|
|
2018
Q4 | $839K | Buy |
14,282
+1,592
| +13% | +$99.4K | 0.57% | 39 |
|
|
2018
Q3 | $863K | Buy |
12,690
+217
| +2% | +$14.7K | 0.51% | 40 |
|
|
2018
Q2 | $835K | Buy |
12,473
+507
| +4% | +$35.5K | 0.53% | 40 |
|
|
2018
Q1 | $834K | Buy |
11,966
+1,271
| +12% | +$90.6K | 0.55% | 39 |
|
|
2017
Q4 | $752K | Buy |
10,695
+881
| +9% | +$61.3K | 0.32% | 40 |
|
|
2017
Q3 | $672K | Buy |
9,814
+543
| +6% | +$36.3K | 0.37% | 43 |
|
|
2017
Q2 | $604K | Sell |
9,271
-8
| -0.1% | -$518 | 0.23% | 42 |
|
|
2017
Q1 | $578K | Buy |
9,279
+294
| +3% | +$17.8K | 0.21% | 44 |
|
|
2016
Q4 | $519K | Sell |
8,985
-1
| -0% | -$58 | 0.2% | 43 |
|
|
2016
Q3 | $531K | Sell |
8,986
-969
| -10% | -$56.2K | 0.2% | 44 |
|
|
2016
Q2 | $556K | Buy |
9,955
+49
| +0.5% | +$2.82K | 0.2% | 46 |
|
|
2016
Q1 | $566K | Sell |
9,906
-1,425
| -13% | -$78.5K | 0.18% | 46 |
|
|
2015
Q4 | $665K | Buy |
11,331
+135
| +1% | +$8.13K | 0.19% | 48 |
|
|
2015
Q3 | $642K | Buy |
11,196
+220
| +2% | +$13.6K | 0.18% | 49 |
|
|
2015
Q2 | $697K | Sell |
10,976
-150
| -1% | -$9.99K | 0.18% | 51 |
|
|
2015
Q1 | $714K | Buy |
11,126
+2,944
| +36% | +$185K | 0.18% | 50 |
|
|
2014
Q4 | $498K | Sell |
8,182
-2,267
| -22% | -$142K | 0.14% | 52 |
|
|
2014
Q3 | $670K | Buy |
10,449
+186
| +2% | +$12.4K | 0.17% | 38 |
|
|
2014
Q2 | $702K | Sell |
10,263
-946
| -8% | -$64.8K | 0.17% | 37 |
|
|
2014
Q1 | $753K | Sell |
11,209
-53
| -0.5% | -$3.5K | 0.21% | 36 |
|
|
2013
Q4 | $756K | Sell |
11,262
-14
| -0.1% | -$915 | 0.21% | 36 |
|
|
2013
Q3 | $719K | Buy |
11,276
+120
| +1% | +$7.35K | 0.23% | 36 |
|
|
2013
Q2 | $639K | Buy |
+11,156
| New | +$675K | 0.26% | 36 |
|
Other funds holding EFA
NMIMC
Brookmont Capital Management's EFA Position: Q1 2026 in Review
Brookmont Capital Management increased its iShares MSCI EAFE ETF (EFA) stake by 16% in Q1 2026, buying an estimated $89.2K and bringing the position to 6,427 shares worth $624K. The position accounts for 0.35% of the portfolio, ranked #44.
Brookmont Capital Management first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.01M in Q4 2019. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Brookmont Capital Management held 6,427 shares of iShares MSCI EAFE ETF worth $624K as of Q1 2026.
- Brookmont Capital Management bought 892 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $89.2K.
- iShares MSCI EAFE ETF made up 0.35% of Brookmont Capital Management's portfolio in Q1 2026, its #44 holding.
- Brookmont Capital Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
- Brookmont Capital Management's iShares MSCI EAFE ETF position peaked at $1.01M in Q4 2019.
- 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Brookmont Capital Management's 13F filing for Q1 2026, filed 15 May 2026.