Burgundy Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Burgundy Asset 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
2025 Q1	–	Sell	-210,357	Closed	-$15.9M	–	113
2024 Q4	$15.9M	Buy	+210,357	New	+$16.7M	0.16%	79
2024 Q1	–	Sell	-393,649	Closed	-$29.7M	–	103
2023 Q4	$29.7M	Buy	+393,649	New	+$27.8M	0.33%	75
2022 Q4	–	Sell	-126,796	Closed	-$7.1M	–	108
2022 Q3	$7.1M	Buy	+126,796	New	+$7.9M	0.1%	81
2022 Q1	–	Sell	-209,158	Closed	-$16.5M	–	114
2021 Q4	$16.5M	Buy	+209,158	New	+$16.6M	0.16%	74
2020 Q1	–	Sell	-69,267	Closed	-$4.81M	–	107
2019 Q4	$4.81M	Buy	+69,267	New	+$4.68M	0.05%	87
2019 Q1	–	Sell	-64,340	Closed	-$3.78M	–	104
2018 Q4	$3.78M	Buy	+64,340	New	+$4.02M	0.04%	91

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Burgundy Asset Management's EFA Position: Q1 2025 in Review

Burgundy Asset Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2025, closing a stake of 210,357 shares — an estimated $15.9M sold.

Burgundy Asset Management first reported a position in EFA in Q4 2018 and held it in 6 quarters. The position peaked at $29.7M in Q4 2023. 1,959 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

Burgundy Asset Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
Burgundy Asset Management sold 210,357 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $15.9M.
Burgundy Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 6 quarters.
Burgundy Asset Management's iShares MSCI EAFE ETF position peaked at $29.7M in Q4 2023.
1,959 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Burgundy Asset Management's 13F filing for Q1 2025, filed 13 May 2025.