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Chesley Taft & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Chesley Taft & Associates’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 		$14.1M Hold
135,426
– – 0.55% 48
2026
Q1 		$13.2M Sell
135,426
-392
-0.3% -$39.2K 0.55% 50
2025
Q4 		$13M Buy
135,818
+15,400
+13% +$1.46M 0.51% 50
2025
Q3 		$11.2M Buy
120,418
+652
+0.5% +$59.3K 0.48% 53
2025
Q2 		$10.7M Sell
119,766
-6,520
-5% -$557K 0.48% 53
2025
Q1 		$10.3M Buy
126,286
+1,445
+1% +$116K 0.5% 56
2024
Q4 		$9.44M Sell
124,841
-565
-0.5% -$44.7K 0.44% 58
2024
Q3 		$10.5M Buy
125,406
+295
+0.2% +$23.7K 0.5% 55
2024
Q2 		$9.8M Sell
125,111
-2,510
-2% -$199K 0.49% 54
2024
Q1 		$10.2M Sell
127,621
-700
-0.5% -$53.5K 0.52% 52
2023
Q4 		$9.67M Sell
128,321
-1,394
-1% -$98.5K 0.54% 52
2023
Q3 		$8.94M Sell
129,715
-2,833
-2% -$203K 0.58% 49
2023
Q2 		$9.61M Sell
132,548
-3,465
-3% -$252K 0.59% 47
2023
Q1 		$9.73M Sell
136,013
-318
-0.2% -$22.2K 0.64% 46
2022
Q4 		$8.95M Sell
136,331
-5,274
-4% -$330K 0.62% 48
2022
Q3 		$7.93M Sell
141,605
-7,054
-5% -$440K 0.58% 47
2022
Q2 		$9.29M Sell
148,659
-40,155
-21% -$2.73M 0.63% 46
2022
Q1 		$13.5M Sell
188,814
-3,111
-2% -$233K 0.79% 35
2021
Q4 		$15.1M Sell
191,925
-200
-0.1% -$15.8K 0.78% 31
2021
Q3 		$15M Sell
192,125
-793
-0.4% -$63.4K 0.85% 31
2021
Q2 		$15.2M Sell
192,918
-625
-0.3% -$49.6K 0.87% 30
2021
Q1 		$15.1M Sell
193,543
-45
-0% -$3.39K 0.9% 29
2020
Q4 		$14.1M Buy
193,588
+3,380
+2% +$231K 0.9% 30
2020
Q3 		$12.1M Sell
190,208
-22,775
-11% -$1.46M 0.86% 32
2020
Q2 		$13M Buy
212,983
+1,745
+0.8% +$101K 0.99% 30
2020
Q1 		$11.3M Sell
211,238
-9,970
-5% -$633K 1.03% 30
2019
Q4 		$15.4M Sell
221,208
-250
-0.1% -$16.9K 1.11% 32
2019
Q3 		$14.4M Buy
221,458
+180
+0.1% +$11.6K 1.12% 30
2019
Q2 		$14.5M Sell
221,278
-2,002
-0.9% -$131K 1.13% 30
2019
Q1 		$14.5M Sell
223,280
-15,819
-7% -$997K 1.21% 28
2018
Q4 		$14.1M Sell
239,099
-6,126
-2% -$383K 1.36% 20
2018
Q3 		$16.7M Buy
245,225
+5,380
+2% +$363K 1.33% 20
2018
Q2 		$16.1M Buy
239,845
+2,650
+1% +$186K 1.38% 19
2018
Q1 		$16.5M Buy
237,195
+1,990
+0.8% +$142K 1.47% 16
2017
Q4 		$16.5M Buy
235,205
+2,550
+1% +$177K 1.4% 19
2017
Q3 		$15.9M Sell
232,655
-311
-0.1% -$20.8K 1.38% 17
2017
Q2 		$15.2M Sell
232,966
-36,335
-13% -$2.35M 1.37% 17
2017
Q1 		$16.8M Buy
269,301
+3,893
+1% +$235K 1.58% 13
2016
Q4 		$15.3M Sell
265,408
-10,975
-4% -$633K 1.52% 15
2016
Q3 		$16.3M Buy
276,383
+11,474
+4% +$665K 1.65% 13
2016
Q2 		$14.8M Sell
264,909
-1,550
-0.6% -$89.2K 1.52% 14
2016
Q1 		$15.2M Buy
266,459
+4,944
+2% +$272K 1.61% 13
2015
Q4 		$15.4M Buy
+261,515
New +$15.8M 1.61% 14
2014
Q1 		– Sell
-217,319
Closed -$14.6M – 256
2013
Q4 		$14.6M Buy
217,319
+8,630
+4% +$564K 1.45% 14
2013
Q3 		$13.3M Buy
208,689
+14,175
+7% +$869K 1.45% 13
2013
Q2 		$11.1M Buy
+194,514
New +$11.8M 1.29% 18

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Chesley Taft & Associates's EFA Position: Q2 2026 in Review

Chesley Taft & Associates held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 135,426 shares worth $14.1M. The position accounts for 0.55% of the portfolio, ranked #48.

Chesley Taft & Associates first reported a position in EFA in Q2 2013 and has held it in 46 quarters since. The position peaked at $16.8M in Q1 2017. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Chesley Taft & Associates held 135,426 shares of iShares MSCI EAFE ETF worth $14.1M as of Q2 2026.
  • Chesley Taft & Associates left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.55% of Chesley Taft & Associates's portfolio in Q2 2026, its #48 holding.
  • Chesley Taft & Associates first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 46 quarters since.
  • Chesley Taft & Associates's iShares MSCI EAFE ETF position peaked at $16.8M in Q1 2017.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.