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

Calamos 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
2026 Q1	$67.2M	Buy	+700,000	New	+$70M	0.24%	93
2025 Q3	–	Sell	-700,000	Closed	-$57.2M	–	948
2025 Q2	$57.2M	Sell	700,000 -100,000	-13%	-$8.54M	0.23%	99
2025 Q1	$60.5M	Buy	800,000 +176,900	+28%	+$14.3M	0.26%	83
2024 Q4	$52.1M	Buy	623,100 +213,100	+52%	+$16.9M	0.22%	103
2024 Q3	$32.1M	Buy	+410,000	New	+$33M	0.14%	181
2024 Q1	–	Sell	-139,800	Closed	-$9.64M	–	969
2023 Q4	$9.64M	Buy	+139,800	New	+$9.88M	0.05%	407
2022 Q3	–	Sell	-970,000	Closed	-$60.6M	–	1299
2022 Q2	$60.6M	Buy	+970,000	New	+$66M	0.26%	87
2021 Q1	–	Sell	-152,000	Closed	-$11.1M	–	921
2020 Q4	$11.1M	Buy	+152,000	New	+$10.4M	0.06%	311

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

Calamos Advisors's EFA Position: Q1 2026 in Review

Calamos Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2026: 181,127 shares worth $17.6M. The stake represents 0.06% of the portfolio and ranks #295 among its holdings. This is a return to the name: Calamos Advisors previously reported a position in EFA as recently as Q1 2022.

Calamos Advisors first reported a position in EFA in Q3 2017 and has held it in 18 quarters since. The position peaked at $32.7M in Q3 2018. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Calamos Advisors held 181,127 shares of iShares MSCI EAFE ETF worth $17.6M as of Q1 2026.
iShares MSCI EAFE ETF was a new Calamos Advisors position in Q1 2026.
iShares MSCI EAFE ETF made up 0.06% of Calamos Advisors's portfolio in Q1 2026, its #295 holding.
Calamos Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2017 and has held it in 18 quarters since.
Calamos Advisors's iShares MSCI EAFE ETF position peaked at $32.7M in Q3 2018.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.