Churchill Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Churchill Management’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
2025 Q2	$14.4M	Sell	161,299 -2,090	-1%	-$178K	0.16%	55
2025 Q1	$13.4M	Buy	+163,389	New	+$13.2M	0.17%	47
2023 Q3	–	Sell	-2,623,447	Closed	-$190M	–	147
2023 Q2	$190M	Sell	2,623,447 -12,088	-0.5%	-$878K	3.21%	13
2023 Q1	$188M	Buy	+2,635,535	New	+$184M	3.86%	6
2022 Q1	–	Sell	-155,966	Closed	-$12.3M	–	125
2021 Q4	$12.3M	Sell	155,966 -2,237,559	-93%	-$177M	0.17%	69
2021 Q3	$187M	Buy	2,393,525 +19,405	+0.8%	+$1.55M	2.81%	15
2021 Q2	$187M	Buy	2,374,120 +43,605	+2%	+$3.46M	2.76%	14
2021 Q1	$177M	Sell	2,330,515 -26,816	-1%	-$2.02M	2.91%	13
2020 Q4	$172M	Buy	+2,357,331	New	+$161M	2.93%	14
2018 Q2	–	Sell	-76,897	Closed	-$5.36M	–	120
2018 Q1	$5.36M	Sell	76,897 -3,283,378	-98%	-$234M	0.16%	70
2017 Q4	$236M	Buy	3,360,275 +196,776	+6%	+$13.7M	5.19%	7
2017 Q3	$217M	Buy	3,163,499 +3,113,050	+6,171%	+$208M	5.33%	7
2017 Q2	$3.29M	Buy	+50,449	New	+$3.26M	0.09%	85
2015 Q3	–	Sell	-28,582	Closed	-$1.81M	–	141
2015 Q2	$1.81M	Buy	+28,582	New	+$1.9M	0.06%	126
2014 Q3	–	Sell	-17,158	Closed	-$1.17M	–	178
2014 Q2	$1.17M	Buy	+17,158	New	+$1.18M	0.05%	129
2013 Q4	–	Sell	-13,575	Closed	-$866K	–	187
2013 Q3	$866K	Buy	13,575 +314	+2%	+$19.2K	0.04%	123
2013 Q2	$760K	Buy	+13,261	New	+$802K	0.04%	113

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Churchill Management's EFA Position: Q2 2025 in Review

Churchill Management reduced its iShares MSCI EAFE ETF (EFA) stake by 1.3% in Q2 2025, selling an estimated $178K and leaving 161,299 shares worth $14.4M. The position accounts for 0.16% of the portfolio, ranked #55.

Churchill Management first reported a position in EFA in Q2 2013 and has held it in 17 quarters since. The position peaked at $236M in Q4 2017. 2,024 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

Churchill Management held 161,299 shares of iShares MSCI EAFE ETF worth $14.4M as of Q2 2025.
Churchill Management sold 2,090 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $178K.
iShares MSCI EAFE ETF made up 0.16% of Churchill Management's portfolio in Q2 2025, its #55 holding.
Churchill Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 17 quarters since.
Churchill Management's iShares MSCI EAFE ETF position peaked at $236M in Q4 2017.
2,024 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.