CC
EFA icon

Callan Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Callan 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
2025
Q1 		$454K Buy
5,553
+1
+0% +$81 0.03% 224
2024
Q4 		$420K Buy
5,552
+77
+1% +$6.1K 0.03% 207
2024
Q3 		$458K Hold
5,475
– – 0.03% 189
2024
Q2 		$429K Sell
5,475
-926
-14% -$73.4K 0.04% 182
2024
Q1 		$511K Hold
6,401
– – 0.04% 139
2023
Q4 		$482K Sell
6,401
-324
-5% -$22.9K 0.05% 125
2023
Q3 		$463K Buy
6,725
+1,412
+27% +$101K 0.05% 127
2023
Q2 		$385K Buy
+5,313
New +$386K 0.04% 124
2015
Q3 		– Sell
-3,468
Closed -$220K – 67
2015
Q2 		$220K Sell
3,468
-208
-6% -$13.8K 0.05% 62
2015
Q1 		$236K Buy
3,676
+11
+0.3% +$693 0.05% 62
2014
Q4 		$223K Buy
+3,665
New +$229K 0.05% 67

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Callan Capital's EFA Position: Q1 2025 in Review

Callan Capital increased its iShares MSCI EAFE ETF (EFA) stake by 0.02% in Q1 2025, buying an estimated $81 and bringing the position to 5,553 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #224.

Callan Capital first reported a position in EFA in Q4 2014 and has held it in 11 quarters since. The position peaked at $511K in Q1 2024. 1,962 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • Callan Capital held 5,553 shares of iShares MSCI EAFE ETF worth $454K as of Q1 2025.
  • Callan Capital bought 1 iShares MSCI EAFE ETF share in Q1 2025, an estimated $81.
  • iShares MSCI EAFE ETF made up 0.03% of Callan Capital's portfolio in Q1 2025, its #224 holding.
  • Callan Capital first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 11 quarters since.
  • Callan Capital's iShares MSCI EAFE ETF position peaked at $511K in Q1 2024.
  • 1,962 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.