Callan Family Office’s iShares MSCI EAFE ETF EFA Stock Holding History

Callan Family Office’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	$8.94M	Buy	91,999 +1,653	+2%	+$165K	0.2%	96
2025 Q4	$8.68M	Buy	90,346 +22,000	+32%	+$2.09M	0.19%	102
2025 Q3	$6.38M	Sell	68,346 -11,986	-15%	-$1.09M	0.2%	115
2025 Q2	$7.18M	Buy	80,332 +17,347	+28%	+$1.48M	0.23%	99
2025 Q1	$5.15M	Sell	62,985 -2,201	-3%	-$177K	0.39%	58
2024 Q4	$4.93M	Sell	65,186 -14,358	-18%	-$1.14M	0.31%	61
2024 Q3	$6.65M	Sell	79,544 -130,446	-62%	-$10.5M	1.12%	20
2024 Q2	$16.4M	Sell	209,990 -14,292	-6%	-$1.13M	3.16%	6
2024 Q1	$17.9M	Buy	224,282 +6,781	+3%	+$519K	4.2%	6
2023 Q4	$16.4M	Sell	217,501 -38,845	-15%	-$2.75M	4.05%	6
2023 Q3	$17.7M	Sell	256,346 -16,295	-6%	-$1.17M	4.7%	6
2023 Q2	$19.8M	Sell	272,641 -1,159	-0.4%	-$84.2K	5.21%	6
2023 Q1	$19.6M	Buy	273,800 +224,311	+453%	+$15.7M	4.75%	6
2022 Q4	$3.25M	Buy	+49,489	New	+$3.1M	1.05%	22

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

Callan Family Office's EFA Position: Q1 2026 in Review

Callan Family Office increased its iShares MSCI EAFE ETF (EFA) stake by 1.8% in Q1 2026, buying an estimated $165K and bringing the position to 91,999 shares worth $8.94M. The position accounts for 0.2% of the portfolio, ranked #96.

Callan Family Office first reported a position in EFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.8M in Q2 2023. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Callan Family Office held 91,999 shares of iShares MSCI EAFE ETF worth $8.94M as of Q1 2026.
Callan Family Office bought 1,653 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $165K.
iShares MSCI EAFE ETF made up 0.2% of Callan Family Office's portfolio in Q1 2026, its #96 holding.
Callan Family Office first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
Callan Family Office's iShares MSCI EAFE ETF position peaked at $19.8M in Q2 2023.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.