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BTC Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

BTC Capital 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
Q2 		$55.8M Buy
536,747
+24,377
+5% +$2.51M 3.39% 6
2026
Q1 		$49.8M Buy
512,370
+15,592
+3% +$1.56M 3.37% 6
2025
Q4 		$47.7M Buy
496,778
+1,857
+0.4% +$176K 3.33% 6
2025
Q3 		$46.2M Buy
494,921
+1,838
+0.4% +$167K 3.19% 6
2025
Q2 		$44.1M Buy
493,083
+7,959
+2% +$680K 3.6% 4
2025
Q1 		$39.7M Buy
485,124
+28,545
+6% +$2.3M 3.63% 4
2024
Q4 		$34.5M Buy
456,579
+7,127
+2% +$564K 3.2% 5
2024
Q3 		$37.6M Buy
449,452
+52,642
+13% +$4.24M 3.34% 5
2024
Q2 		$31.1M Sell
396,810
-7,661
-2% -$607K 2.89% 6
2024
Q1 		$32.1M Buy
+404,471
New +$30.9M 2.94% 4
2023
Q3 		$23.4M Sell
339,216
-15,409
-4% -$1.1M 2.7% 4
2023
Q2 		$25.7M Buy
354,625
+9,182
+3% +$667K 2.78% 4
2023
Q1 		$24.7M Buy
345,443
+39,257
+13% +$2.75M 2.84% 4
2022
Q4 		$20.4M Sell
306,186
-14,661
-5% -$918K 2.45% 4
2022
Q3 		$18.6M Sell
320,847
-47,250
-13% -$2.94M 2.43% 4
2022
Q2 		$22.9M Buy
368,097
+35,292
+11% +$2.4M 2.81% 4
2022
Q1 		$24.5M Buy
332,805
+8,888
+3% +$665K 2.42% 4
2021
Q4 		$25.5M Sell
323,917
-6,534
-2% -$517K 2.52% 4
2021
Q3 		$25.8M Sell
330,451
-4,826
-1% -$386K 2.89% 4
2021
Q2 		$26.5M Sell
335,277
-693
-0.2% -$55.1K 3.01% 4
2021
Q1 		$25.5M Sell
335,970
-5,690
-2% -$428K 2.85% 5
2020
Q4 		$24.9M Buy
341,660
+14,896
+5% +$1.02M 2.97% 5
2020
Q3 		$20.8M Buy
326,764
+38,681
+13% +$2.48M 2.9% 5
2020
Q2 		$17.5M Sell
288,083
-68,226
-19% -$3.94M 2.68% 5
2020
Q1 		$19.1M Sell
356,309
-16,311
-4% -$1.04M 3.64% 3
2019
Q4 		$25.9M Buy
372,620
+22,327
+6% +$1.51M 3.69% 2
2019
Q3 		$22.8M Buy
350,293
+4,887
+1% +$315K 3.65% 2
2019
Q2 		$22.7M Sell
345,406
-47,371
-12% -$3.1M 3.67% 2
2019
Q1 		$25.5M Buy
392,777
+6,373
+2% +$402K 4.07% 2
2018
Q4 		$22.7M Buy
386,404
+31,603
+9% +$1.97M 4.07% 2
2018
Q3 		$24.1M Buy
+354,801
New +$24M 4.12% 2
2018
Q2 		– Sell
-423,514
Closed -$29.5M – 150
2018
Q1 		$29.5M Buy
423,514
+49,747
+13% +$3.55M 4.83% 2
2017
Q4 		$26.3M Buy
373,767
+21,055
+6% +$1.46M 4.52% 2
2017
Q3 		$24.2M Sell
352,712
-11,989
-3% -$801K 4.32% 2
2017
Q2 		$23.8M Sell
364,701
-3,283
-0.9% -$212K 4.29% 2
2017
Q1 		$22.9M Buy
367,984
+30,728
+9% +$1.86M 4.27% 2
2016
Q4 		$19.5M Buy
337,256
+1,268
+0.4% +$73.1K 3.85% 2
2016
Q3 		$19.9M Sell
335,988
-99,327
-23% -$5.76M 4.13% 2
2016
Q2 		$24.3M Buy
435,315
+37,651
+9% +$2.17M 5.26% 2
2016
Q1 		$22.7M Buy
397,664
+56,957
+17% +$3.14M 5.24% 2
2015
Q4 		$20M Sell
340,707
-9,038
-3% -$544K 4.68% 2
2015
Q3 		$20.1M Buy
349,745
+65,439
+23% +$4.04M 4.83% 2
2015
Q2 		$18.1M Sell
284,306
-68,696
-19% -$4.57M 4.2% 2
2015
Q1 		$22.7M Sell
353,002
-5,275
-1% -$332K 5.21% 1
2014
Q4 		$21.8M Buy
358,277
+56,509
+19% +$3.53M 5.4% 1
2014
Q3 		$19.4M Buy
+301,768
New +$20.1M 4.9% 2

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

BTC Capital Management's EFA Position: Q2 2026 in Review

BTC Capital Management increased its iShares MSCI EAFE ETF (EFA) stake by 4.8% in Q2 2026, buying an estimated $2.51M and bringing the position to 536,747 shares worth $55.8M. The position accounts for 3.39% of the portfolio, ranked #6.

BTC Capital Management first reported a position in EFA in Q3 2014 and has held it in 46 quarters since. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • BTC Capital Management held 536,747 shares of iShares MSCI EAFE ETF worth $55.8M as of Q2 2026.
  • BTC Capital Management bought 24,377 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.51M.
  • iShares MSCI EAFE ETF made up 3.39% of BTC Capital Management's portfolio in Q2 2026, its #6 holding.
  • BTC Capital Management first reported a position in iShares MSCI EAFE ETF in Q3 2014 and has held it in 46 quarters since.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.