Chevy Chase Trust
EFA icon

Chevy Chase Trust’s iShares MSCI EAFE ETF EFA Stock Holding History

Chevy Chase Trust’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 		$7.03M Sell
67,691
-2,434
-3% -$250K 0.02% 467
2026
Q1 		$6.81M Sell
70,125
-8,302
-11% -$831K 0.02% 476
2025
Q4 		$7.53M Sell
78,427
-601
-0.8% -$57K 0.02% 460
2025
Q3 		$7.38M Sell
79,028
-2,241
-3% -$204K 0.02% 457
2025
Q2 		$7.26M Sell
81,269
-302
-0.4% -$25.8K 0.02% 456
2025
Q1 		$6.67M Sell
81,571
-878
-1% -$70.8K 0.02% 471
2024
Q4 		$6.23M Buy
82,449
+2,089
+3% +$165K 0.02% 483
2024
Q3 		$6.72M Buy
80,360
+28,374
+55% +$2.28M 0.02% 478
2024
Q2 		$4.07M Sell
51,986
-442
-0.8% -$35K 0.01% 521
2024
Q1 		$4.19M Sell
52,428
-5,853
-10% -$448K 0.01% 523
2023
Q4 		$4.39M Sell
58,281
-197
-0.3% -$13.9K 0.02% 521
2023
Q3 		$4.03M Sell
58,478
-4,150
-7% -$297K 0.02% 509
2023
Q2 		$4.54M Sell
62,628
-18,404
-23% -$1.34M 0.02% 505
2023
Q1 		$5.8M Buy
81,032
+31,614
+64% +$2.21M 0.02% 485
2022
Q4 		$3.24M Sell
49,418
-1,614
-3% -$101K 0.01% 535
2022
Q3 		$2.86M Buy
51,032
+364
+0.7% +$22.7K 0.01% 533
2022
Q2 		$3.17M Buy
50,668
+1,122
+2% +$76.4K 0.01% 524
2022
Q1 		$3.65M Sell
49,546
-1,853
-4% -$139K 0.01% 529
2021
Q4 		$4.04M Sell
51,399
-3,316
-6% -$263K 0.01% 528
2021
Q3 		$4.27M Sell
54,715
-711
-1% -$56.9K 0.01% 523
2021
Q2 		$4.37M Buy
55,426
+3,796
+7% +$302K 0.01% 524
2021
Q1 		$3.92M Sell
51,630
-4,868
-9% -$367K 0.01% 526
2020
Q4 		$4.12M Sell
56,498
-25,708
-31% -$1.76M 0.01% 515
2020
Q3 		$5.23M Buy
82,206
+347
+0.4% +$22.2K 0.02% 472
2020
Q2 		$4.98M Sell
81,859
-4,718
-5% -$273K 0.02% 473
2020
Q1 		$4.63M Buy
86,577
+35,680
+70% +$2.26M 0.02% 461
2019
Q4 		$3.53M Buy
50,897
+18
+0% +$1.22K 0.01% 534
2019
Q3 		$3.32M Sell
50,879
-5,005
-9% -$323K 0.01% 526
2019
Q2 		$3.67M Sell
55,884
-3,394
-6% -$222K 0.02% 530
2019
Q1 		$3.96M Buy
59,278
+12,064
+26% +$760K 0.02% 527
2018
Q4 		$2.77M Sell
47,214
-1,844
-4% -$115K 0.01% 534
2018
Q3 		$3.33M Sell
49,058
-1,324
-3% -$89.4K 0.01% 537
2018
Q2 		$3.37M Sell
50,382
-1,791
-3% -$126K 0.01% 539
2018
Q1 		$3.63M Buy
52,173
+311
+0.6% +$22.2K 0.02% 535
2017
Q4 		$3.65M Sell
51,862
-3,738
-7% -$260K 0.02% 527
2017
Q3 		$3.81M Buy
55,600
+6,677
+14% +$446K 0.02% 522
2017
Q2 		$3.19M Buy
48,923
+522
+1% +$33.8K 0.02% 532
2017
Q1 		$3.02M Buy
48,401
+735
+2% +$44.4K 0.01% 530
2016
Q4 		$2.75M Buy
47,666
+8,490
+22% +$490K 0.01% 529
2016
Q3 		$2.32M Sell
39,176
-4,779
-11% -$277K 0.01% 532
2016
Q2 		$2.45M Buy
43,955
+3,972
+10% +$229K 0.01% 528
2016
Q1 		$2.29M Sell
39,983
-2,401
-6% -$132K 0.01% 532
2015
Q4 		$2.49M Buy
42,384
+3,384
+9% +$204K 0.01% 528
2015
Q3 		$2.23M Sell
39,000
-3,138
-7% -$194K 0.01% 536
2015
Q2 		$2.68M Sell
42,138
-923
-2% -$61.5K 0.02% 532
2015
Q1 		$2.76M Sell
43,061
-279
-0.6% -$17.6K 0.02% 538
2014
Q4 		$2.64M Sell
43,340
-409
-0.9% -$25.5K 0.02% 539
2014
Q3 		$2.81M Buy
43,749
+272
+0.6% +$18.1K 0.02% 540
2014
Q2 		$2.97M Buy
43,477
+3,889
+10% +$267K 0.02% 528
2014
Q1 		$2.66M Sell
39,588
-2,500
-6% -$165K 0.02% 527
2013
Q4 		$2.82M Buy
42,088
+9,486
+29% +$620K 0.02% 521
2013
Q3 		$2.08M Buy
32,602
+1,015
+3% +$62.2K 0.02% 540
2013
Q2 		$1.81M Buy
+31,587
New +$1.91M 0.02% 537

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

Chevy Chase Trust's EFA Position: Q2 2026 in Review

Chevy Chase Trust reduced its iShares MSCI EAFE ETF (EFA) stake by 3.5% in Q2 2026, selling an estimated $250K and leaving 67,691 shares worth $7.03M. The position accounts for 0.02% of the portfolio, ranked #467.

Chevy Chase Trust first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.53M in Q4 2025. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Chevy Chase Trust held 67,691 shares of iShares MSCI EAFE ETF worth $7.03M as of Q2 2026.
  • Chevy Chase Trust sold 2,434 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $250K.
  • iShares MSCI EAFE ETF made up 0.02% of Chevy Chase Trust's portfolio in Q2 2026, its #467 holding.
  • Chevy Chase Trust first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • Chevy Chase Trust's iShares MSCI EAFE ETF position peaked at $7.53M in Q4 2025.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.