Brown, Lisle/Cummings’s iShares MSCI EAFE ETF EFA Stock Holding History

Brown, Lisle/Cummings’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	$243K	Buy	2,504 +30	+1%	+$3K	0.06%	197
2025 Q4	$238K	Hold	2,474	–	–	0.06%	200
2025 Q3	$231K	Hold	2,474	–	–	0.06%	200
2025 Q2	$221K	Hold	2,474	–	–	0.06%	203
2025 Q1	$202K	Hold	2,474	–	–	0.06%	199
2024 Q4	$187K	Hold	2,474	–	–	0.06%	206
2024 Q3	$207K	Hold	2,474	–	–	0.06%	200
2024 Q2	$194K	Hold	2,474	–	–	0.06%	203
2024 Q1	$198K	Buy	2,474 +510	+26%	+$39K	0.07%	197
2023 Q4	$148K	Hold	1,964	–	–	0.05%	210
2023 Q3	$135K	Hold	1,964	–	–	0.06%	207
2023 Q2	$142K	Buy	1,964 +350	+22%	+$25.4K	0.06%	207
2023 Q1	$115K	Buy	1,614 +800	+98%	+$56K	0.06%	208
2022 Q4	$53.4K	Hold	814	–	–	0.03%	259
2022 Q3	$45.6K	Hold	814	–	–	0.03%	262
2022 Q2	$50.9K	Hold	814	–	–	0.03%	256
2022 Q1	$59.9K	Hold	814	–	–	0.03%	251
2021 Q4	$64K	Buy	+814	New	+$64.5K	0.03%	245

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

Brown, Lisle/Cummings's EFA Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its iShares MSCI EAFE ETF (EFA) stake by 1.2% in Q1 2026, buying an estimated $3K and bringing the position to 2,504 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #197.

Brown, Lisle/Cummings first reported a position in EFA in Q4 2021 and has held it in 18 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Brown, Lisle/Cummings held 2,504 shares of iShares MSCI EAFE ETF worth $243K as of Q1 2026.
Brown, Lisle/Cummings bought 30 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $3K.
iShares MSCI EAFE ETF made up 0.06% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #197 holding.
Brown, Lisle/Cummings first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.