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Caldwell Sutter Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Caldwell Sutter Capital’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 		$77.2K Sell
743
-138
-16% -$14.2K 0.03% 345
2026
Q1 		$85.6K Buy
881
+47
+6% +$4.7K 0.03% 317
2025
Q4 		$80.1K Buy
834
+28
+3% +$2.66K 0.03% 303
2025
Q3 		$75.3K Buy
806
+100
+14% +$9.09K 0.03% 315
2025
Q2 		$63.1K Hold
706
– – 0.03% 324
2025
Q1 		$57.7K Buy
706
+414
+142% +$33.4K 0.03% 338
2024
Q4 		$22.1K Hold
292
– – 0.01% 464
2024
Q3 		$24.4K Hold
292
– – 0.01% 455
2024
Q2 		$22.9K Buy
292
+20
+7% +$1.58K 0.01% 467
2024
Q1 		$21.7K Sell
272
-27
-9% -$2.06K 0.01% 468
2023
Q4 		$22.5K Buy
299
+51
+21% +$3.6K 0.01% 446
2023
Q3 		$17.1K Buy
248
+53
+27% +$3.8K 0.01% 470
2023
Q2 		$14.1K Buy
+195
New +$14.2K 0.01% 487

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Caldwell Sutter Capital's EFA Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its iShares MSCI EAFE ETF (EFA) stake by 16% in Q2 2026, selling an estimated $14.2K and leaving 743 shares worth $77.2K. The position accounts for 0.03% of the portfolio, ranked #345.

Caldwell Sutter Capital first reported a position in EFA in Q2 2023 and has held it in 13 quarters since. The position peaked at $85.6K in Q1 2026. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Caldwell Sutter Capital held 743 shares of iShares MSCI EAFE ETF worth $77.2K as of Q2 2026.
  • Caldwell Sutter Capital sold 138 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $14.2K.
  • iShares MSCI EAFE ETF made up 0.03% of Caldwell Sutter Capital's portfolio in Q2 2026, its #345 holding.
  • Caldwell Sutter Capital first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
  • Caldwell Sutter Capital's iShares MSCI EAFE ETF position peaked at $85.6K in Q1 2026.
  • 2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.