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Chicago Partners Investment Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Chicago Partners Investment Group’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 		$9.74M Buy
94,696
+4,023
+4% +$414K 0.19% 93
2026
Q1 		$9.25M Buy
90,673
+5,085
+6% +$509K 0.21% 91
2025
Q4 		$8.56M Sell
85,588
-2,605
-3% -$247K 0.21% 90
2025
Q3 		$8.44M Buy
88,193
+3,210
+4% +$292K 0.22% 86
2025
Q2 		$7.78M Buy
84,983
+2,068
+2% +$177K 0.22% 89
2025
Q1 		$7.12M Sell
82,915
-150
-0.2% -$12.1K 0.24% 89
2024
Q4 		$6.33M Sell
83,065
-629
-0.8% -$49.8K 0.21% 97
2024
Q3 		$6.67M Buy
83,694
+462
+0.6% +$37.2K 0.24% 90
2024
Q2 		$6.6M Buy
83,232
+1,885
+2% +$149K 0.26% 85
2024
Q1 		$6.33M Buy
81,347
+7,351
+10% +$562K 0.27% 81
2023
Q4 		$5.51M Sell
73,996
-444
-0.6% -$31.4K 0.25% 91
2023
Q3 		$4.96M Sell
74,440
-3,473
-4% -$249K 0.27% 86
2023
Q2 		$5.62M Sell
77,913
-2,473
-3% -$180K 0.29% 78
2023
Q1 		$5.93M Buy
80,386
+21,381
+36% +$1.5M 0.35% 67
2022
Q4 		$4.21M Sell
59,005
-3,243
-5% -$203K 0.26% 93
2022
Q3 		$3.79M Sell
62,248
-8,162
-12% -$509K 0.27% 83
2022
Q2 		$4.63M Sell
70,410
-6,736
-9% -$458K 0.34% 66
2022
Q1 		$5.14M Sell
77,146
-32,505
-30% -$2.43M 0.39% 56
2021
Q4 		$8.24M Buy
109,651
+3,209
+3% +$254K 0.58% 39
2021
Q3 		$8.62M Sell
106,442
-3,297
-3% -$264K 0.6% 39
2021
Q2 		$8.71M Sell
109,739
-2,697
-2% -$214K 0.65% 35
2021
Q1 		$8.9M Buy
112,436
+11,954
+12% +$900K 0.73% 32
2020
Q4 		$7.55M Buy
100,482
+1,564
+2% +$107K 0.72% 35
2020
Q3 		$6.31M Sell
98,918
-685
-0.7% -$43.8K 0.75% 34
2020
Q2 		$6.38M Buy
99,603
+3,468
+4% +$201K 0.8% 34
2020
Q1 		$5.36M Sell
96,135
-12,649
-12% -$803K 0.83% 30
2019
Q4 		$7.63M Buy
108,784
+60,958
+127% +$4.12M 0.94% 29
2019
Q3 		$3.2M Buy
47,826
+1,083
+2% +$69.8K 0.45% 48
2019
Q2 		$3.06M Buy
46,743
+1,185
+3% +$77.5K 0.44% 49
2019
Q1 		$3.04M Sell
45,558
-93,422
-67% -$5.89M 0.45% 50
2018
Q4 		$8.54M Buy
138,980
+23,364
+20% +$1.46M 1.27% 20
2018
Q3 		$7.08M Buy
115,616
+9,679
+9% +$654K 1.05% 24
2018
Q2 		$7.09M Sell
105,937
-2,419
-2% -$170K 1.1% 24
2018
Q1 		$7.55M Sell
108,356
-206
-0.2% -$14.7K 1.29% 20
2017
Q4 		$7.63M Sell
108,562
-5,509
-5% -$383K 1.25% 21
2017
Q3 		$7.81M Sell
114,071
-77,078
-40% -$5.15M 1.33% 20
2017
Q2 		$11.7M Buy
191,149
+171,922
+894% +$11.1M 3.06% 5
2017
Q1 		$1.2M Sell
19,227
-360
-2% -$21.8K 0.34% 58
2016
Q4 		$1.13M Sell
19,587
-1,936
-9% -$112K 0.41% 54
2016
Q3 		$1.27M Sell
21,523
-2,194
-9% -$127K 0.51% 48
2016
Q2 		$1.32M Sell
23,717
-1,759
-7% -$101K 0.64% 39
2016
Q1 		$1.46M Sell
25,476
-28,905
-53% -$1.59M 0.75% 35
2015
Q4 		$3.19M Buy
54,381
+41,235
+314% +$2.48M 1.52% 18
2015
Q3 		$754K Buy
13,146
+19
+0.1% +$1.17K 0.42% 47
2015
Q2 		$833K Sell
13,127
-9,061
-41% -$603K 0.38% 57
2015
Q1 		$1.35M Sell
22,188
-47,709
-68% -$3M 0.6% 42
2014
Q4 		$4.25M Buy
+69,897
New +$4.36M 1.8% 18

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B 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

Chicago Partners Investment Group's EFA Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares MSCI EAFE ETF (EFA) stake by 4.4% in Q2 2026, buying an estimated $414K and bringing the position to 94,696 shares worth $9.74M. The position accounts for 0.19% of the portfolio, ranked #93.

Chicago Partners Investment Group first reported a position in EFA in Q4 2014 and has held it in 47 quarters since. The position peaked at $11.7M in Q2 2017. 1,101 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Chicago Partners Investment Group held 94,696 shares of iShares MSCI EAFE ETF worth $9.74M as of Q2 2026.
  • Chicago Partners Investment Group bought 4,023 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $414K.
  • iShares MSCI EAFE ETF made up 0.19% of Chicago Partners Investment Group's portfolio in Q2 2026, its #93 holding.
  • Chicago Partners Investment Group first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 47 quarters since.
  • Chicago Partners Investment Group's iShares MSCI EAFE ETF position peaked at $11.7M in Q2 2017.
  • 1,101 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.