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Calamos Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Calamos Wealth 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
Q1 		$17.6M Buy
181,127
+15,746
+10% +$1.58M 0.61% 33
2025
Q4 		$15.9M Sell
165,381
-24,863
-13% -$2.36M 0.55% 42
2025
Q3 		$17.8M Buy
190,244
+13,993
+8% +$1.27M 0.64% 33
2025
Q2 		$15.8M Buy
176,251
+5,932
+3% +$506K 0.67% 33
2025
Q1 		$13.9M Buy
170,319
+14,228
+9% +$1.15M 0.69% 32
2024
Q4 		$11.8M Buy
156,091
+6,397
+4% +$507K 0.59% 42
2024
Q3 		$12.5M Buy
149,694
+24,222
+19% +$1.95M 0.64% 39
2024
Q2 		$9.83M Buy
125,472
+1,881
+2% +$149K 0.52% 48
2024
Q1 		$9.87M Hold
123,591
– – 0.55% 48
2023
Q4 		$9.31M Sell
123,591
-478
-0.4% -$33.8K 0.59% 51
2023
Q3 		$8.55M Buy
124,069
+800
+0.6% +$57.3K 0.65% 42
2023
Q2 		$8.94M Buy
123,269
+1,494
+1% +$108K 0.66% 34
2023
Q1 		$8.71M Buy
121,775
+30,129
+33% +$2.11M 0.68% 36
2022
Q4 		$6.02M Buy
91,646
+47,872
+109% +$3M 0.47% 58
2022
Q3 		$2.45M Sell
43,774
-397
-0.9% -$24.7K 0.21% 87
2022
Q2 		$2.76M Sell
44,171
-505
-1% -$34.4K 0.24% 85
2022
Q1 		$3.29M Buy
44,676
+33,575
+302% +$2.51M 0.25% 89
2021
Q4 		$873K Sell
11,101
-438
-4% -$34.7K 0.06% 170
2021
Q3 		$900K Hold
11,539
– – 0.07% 169
2021
Q2 		$910K Buy
11,539
+780
+7% +$62K 0.07% 171
2021
Q1 		$816K Buy
10,759
+668
+7% +$50.3K 0.07% 173
2020
Q4 		$736K Buy
10,091
+3,540
+54% +$242K 0.07% 177
2020
Q3 		$417K Buy
6,551
+90
+1% +$5.76K 0.05% 206
2020
Q2 		$393K Sell
6,461
-38,694
-86% -$2.24M 0.05% 202
2020
Q1 		$2.41M Sell
45,155
-77,081
-63% -$4.89M 0.37% 64
2019
Q4 		$8.49M Buy
122,236
+10,875
+10% +$734K 1% 21
2019
Q3 		$7.26M Buy
111,361
+6,426
+6% +$414K 0.97% 21
2019
Q2 		$6.9M Sell
104,935
-586
-0.6% -$38.3K 0.93% 27
2019
Q1 		$6.84M Sell
105,521
-2,182
-2% -$137K 0.98% 24
2018
Q4 		$6.33M Sell
107,703
-52,376
-33% -$3.27M 0.95% 25
2018
Q3 		$10.9M Sell
160,079
-45,804
-22% -$3.09M 1.36% 15
2018
Q2 		$13.8M Buy
205,883
+34,307
+20% +$2.41M 1.72% 12
2018
Q1 		$12M Buy
171,576
+11,640
+7% +$830K 1.5% 12
2017
Q4 		$11.2M Sell
159,936
-14,941
-9% -$1.04M 1.46% 14
2017
Q3 		$12M Buy
174,877
+2,341
+1% +$156K 1.66% 10
2017
Q2 		$11.2M Buy
172,536
+82
+0% +$5.31K 1.59% 10
2017
Q1 		$10.7M Buy
172,454
+15,399
+10% +$931K 1.61% 11
2016
Q4 		$9.07M Buy
157,055
+55,487
+55% +$3.2M 1.46% 11
2016
Q3 		$6.01M Buy
101,568
+11,111
+12% +$644K 1.03% 20
2016
Q2 		$5.05M Buy
90,457
+23,963
+36% +$1.38M 0.89% 34
2016
Q1 		$3.8M Sell
66,494
-16,692
-20% -$920K 0.73% 37
2015
Q4 		$4.88M Buy
83,186
+16,818
+25% +$1.01M 0.97% 25
2015
Q3 		$3.8M Buy
66,368
+60,494
+1,030% +$3.73M 0.91% 30
2015
Q2 		$373K Buy
+5,874
New +$391K 0.09% 190

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Calamos Wealth Management's EFA Position: Q1 2026 in Review

Calamos Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 9.5% in Q1 2026, buying an estimated $1.58M and bringing the position to 181,127 shares worth $17.6M. The position accounts for 0.61% of the portfolio, ranked #33.

Calamos Wealth Management first reported a position in EFA in Q2 2015 and has held it in 44 quarters since. The position peaked at $17.8M in Q3 2025. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Calamos Wealth Management held 181,127 shares of iShares MSCI EAFE ETF worth $17.6M as of Q1 2026.
  • Calamos Wealth Management bought 15,746 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1.58M.
  • iShares MSCI EAFE ETF made up 0.61% of Calamos Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Calamos Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2015 and has held it in 44 quarters since.
  • Calamos Wealth Management's iShares MSCI EAFE ETF position peaked at $17.8M in Q3 2025.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

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