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Chapin Davis’s iShares MSCI EAFE ETF EFA Stock Holding History

Chapin Davis’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 		$511K Sell
4,917
-7,986
-62% -$821K 0.09% 145
2026
Q1 		$1.25M Sell
12,903
-106
-0.8% -$10.6K 0.28% 76
2025
Q4 		$1.25M Sell
13,009
-34
-0.3% -$3.23K 0.29% 72
2025
Q3 		$1.22M Sell
13,043
-354
-3% -$32.2K 0.3% 76
2025
Q2 		$1.2M Sell
13,397
-261
-2% -$22.3K 0.33% 70
2025
Q1 		$1.12M Sell
13,658
-321
-2% -$25.9K 0.38% 63
2024
Q4 		$1.17M Hold
13,979
– – 0.38% 65
2024
Q3 		$1.17M Sell
13,979
-76
-0.5% -$6.12K 0.38% 66
2024
Q2 		$1.1M Buy
14,055
+146
+1% +$11.6K 0.38% 60
2024
Q1 		$1.11M Buy
13,909
+1,278
+10% +$97.7K 0.41% 58
2023
Q4 		$952K Buy
12,631
+947
+8% +$66.9K 0.4% 61
2023
Q3 		$805K Sell
11,684
-356
-3% -$25.5K 0.38% 69
2023
Q2 		$873K Buy
12,040
+135
+1% +$9.8K 0.41% 64
2023
Q1 		$851K Sell
11,905
-228
-2% -$15.9K 0.44% 61
2022
Q4 		$796K Buy
+12,133
New +$760K 0.46% 60

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

Chapin Davis's EFA Position: Q2 2026 in Review

Chapin Davis reduced its iShares MSCI EAFE ETF (EFA) stake by 62% in Q2 2026, selling an estimated $821K and leaving 4,917 shares worth $511K. The position accounts for 0.09% of the portfolio, ranked #145.

Chapin Davis first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.25M in Q1 2026. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Chapin Davis held 4,917 shares of iShares MSCI EAFE ETF worth $511K as of Q2 2026.
  • Chapin Davis sold 7,986 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $821K.
  • iShares MSCI EAFE ETF made up 0.09% of Chapin Davis's portfolio in Q2 2026, its #145 holding.
  • Chapin Davis first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • Chapin Davis's iShares MSCI EAFE ETF position peaked at $1.25M in Q1 2026.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.