Cetera Investment Advisers
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Cetera Investment Advisers’s iShares MSCI EAFE ETF EFA Stock Holding History

Cetera Investment Advisers’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 		$170M Sell
1,752,066
-129,780
-7% -$13M 0.18% 102
2025
Q4 		$181M Buy
1,881,846
+68,801
+4% +$6.53M 0.2% 93
2025
Q3 		$169M Buy
1,813,045
+797,804
+79% +$72.5M 0.2% 95
2025
Q2 		$90.8M Buy
1,015,241
+172,211
+20% +$14.7M 0.15% 132
2025
Q1 		$68.9M Buy
843,030
+25,232
+3% +$2.03M 0.13% 155
2024
Q4 		$61.8M Sell
817,798
-200,370
-20% -$15.9M 0.13% 163
2024
Q3 		$85.1M Buy
1,018,168
+42,949
+4% +$3.46M 0.19% 107
2024
Q2 		$76.4M Buy
975,219
+216,428
+29% +$17.1M 0.18% 113
2024
Q1 		$60.6M Buy
758,791
+601,896
+384% +$46M 0.14% 136
2023
Q4 		$11.8M Sell
156,895
-1,932
-1% -$137K 0.1% 188
2023
Q3 		$10.9M Sell
158,827
-24,276
-13% -$1.74M 0.09% 201
2023
Q2 		$13.3M Sell
183,103
-90
-0% -$6.54K 0.11% 165
2023
Q1 		$13.1M Buy
183,193
+8,950
+5% +$626K 0.11% 165
2022
Q4 		$11.4M Buy
174,243
+64,079
+58% +$4.01M 0.11% 187
2022
Q3 		$6.17M Buy
110,164
+37,884
+52% +$2.36M 0.12% 175
2022
Q2 		$4.52M Sell
72,280
-139,121
-66% -$9.47M 0.07% 281
2022
Q1 		$15.6M Buy
211,401
+32,353
+18% +$2.42M 0.22% 93
2021
Q4 		$14.1M Buy
179,048
+108,193
+153% +$8.57M 0.2% 105
2021
Q3 		$5.53M Sell
70,855
-4,693
-6% -$375K 0.09% 251
2021
Q2 		$5.96M Buy
75,548
+3,352
+5% +$266K 0.1% 232
2021
Q1 		$5.48M Sell
72,196
-6,529
-8% -$492K 0.11% 206
2020
Q4 		$5.74M Buy
78,725
+41,195
+110% +$2.82M 0.11% 192
2020
Q3 		$2.39M Buy
37,530
+995
+3% +$63.7K 0.2% 126
2020
Q2 		$2.22M Sell
36,535
-2,214
-6% -$128K 0.21% 125
2020
Q1 		$1.48M Sell
38,749
-6,279
-14% -$399K 0.18% 141
2019
Q4 		$3.12M Sell
45,028
-130
-0.3% -$8.78K 0.31% 86
2019
Q3 		$2.94M Buy
45,158
+558
+1% +$36K 0.36% 78
2019
Q2 		$2.93M Buy
44,600
+5,618
+14% +$368K 0.38% 71
2019
Q1 		$2.53M Sell
38,982
-1,354
-3% -$85.3K 0.36% 77
2018
Q4 		$2.37M Sell
40,336
-15,229
-27% -$951K 0.39% 71
2018
Q3 		$3.78M Sell
55,565
-2,557
-4% -$173K 0.54% 46
2018
Q2 		$3.9M Sell
58,122
-36,549
-39% -$2.56M 0.68% 29
2018
Q1 		$6.6M Buy
94,671
+15,836
+20% +$1.13M 1.24% 11
2017
Q4 		$5.54M Buy
78,835
+41,779
+113% +$2.9M 1.02% 17
2017
Q3 		$2.53M Sell
37,056
-1,563
-4% -$104K 0.56% 45
2017
Q2 		$2.52M Buy
38,619
+466
+1% +$30.2K 0.62% 37
2017
Q1 		$2.38M Buy
38,153
+2,483
+7% +$150K 0.66% 37
2016
Q4 		$2.06M Buy
35,670
+1,040
+3% +$60K 0.69% 32
2016
Q3 		$2.05M Sell
34,630
-504
-1% -$29.2K 0.88% 25
2016
Q2 		$1.96M Buy
35,134
+11,575
+49% +$666K 0.77% 30
2016
Q1 		$1.34M Sell
23,559
-3,650
-13% -$201K 0.58% 44
2015
Q4 		$1.6M Buy
+27,209
New +$1.64M 0.74% 35

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

Cetera Investment Advisers's EFA Position: Q1 2026 in Review

Cetera Investment Advisers reduced its iShares MSCI EAFE ETF (EFA) stake by 6.9% in Q1 2026, selling an estimated $13M and leaving 1,752,066 shares worth $170M. The position accounts for 0.18% of the portfolio, ranked #102.

Cetera Investment Advisers first reported a position in EFA in Q4 2015 and has held it in 42 quarters since. The position peaked at $181M in Q4 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Cetera Investment Advisers held 1,752,066 shares of iShares MSCI EAFE ETF worth $170M as of Q1 2026.
  • Cetera Investment Advisers sold 129,780 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $13M.
  • iShares MSCI EAFE ETF made up 0.18% of Cetera Investment Advisers's portfolio in Q1 2026, its #102 holding.
  • Cetera Investment Advisers first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's iShares MSCI EAFE ETF position peaked at $181M in Q4 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.