CIM
EFA icon

CIM Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

CIM Investment 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
2026
Q1 		$4.59M Sell
47,269
-292
-0.6% -$29.2K 1.23% 14
2025
Q4 		$4.57M Hold
47,561
– – 1.2% 14
2025
Q3 		$4.44M Sell
47,561
-6,850
-13% -$623K 1.21% 12
2025
Q2 		$4.86M Sell
54,411
-57,407
-51% -$4.9M 0.93% 18
2025
Q1 		$8.8M Buy
111,818
+55,749
+99% +$4.49M 2.01% 8
2024
Q4 		$4.24M Buy
56,069
+268
+0.5% +$21.2K 1.24% 13
2024
Q3 		$4.67M Sell
55,801
-203
-0.4% -$16.3K 1.38% 11
2024
Q2 		$4.39M Buy
56,004
+1,134
+2% +$89.8K 1.35% 11
2024
Q1 		$4.38M Hold
54,870
– – 1.31% 10
2023
Q4 		$4.13M Buy
54,870
+627
+1% +$44.3K 1.33% 11
2023
Q3 		$3.74M Sell
54,243
-164
-0.3% -$11.7K 1.37% 10
2023
Q2 		$3.94M Hold
54,407
– – 1.34% 10
2023
Q1 		$3.89M Sell
54,407
-364
-0.7% -$25.5K 1.44% 9
2022
Q4 		$3.6M Buy
54,771
+614
+1% +$38.5K 1.41% 8
2022
Q3 		$3.03M Hold
54,157
– – 1.35% 10
2022
Q2 		$3.38M Hold
54,157
– – 1.41% 10
2022
Q1 		$3.99M Sell
54,157
-14,975
-22% -$1.12M 1.35% 11
2021
Q4 		$5.44M Buy
69,132
+2,227
+3% +$176K 1.63% 9
2021
Q3 		$5.22M Sell
66,905
-205
-0.3% -$16.4K 1.64% 8
2021
Q2 		$5.29M Sell
67,110
-432
-0.6% -$34.3K 1.64% 8
2021
Q1 		$5.12M Hold
67,542
– – 1.61% 8
2020
Q4 		$4.93M Buy
67,542
+2,471
+4% +$169K 1.6% 8
2020
Q3 		$4.14M Hold
65,071
– – 1.57% 8
2020
Q2 		$3.96M Sell
65,071
-133
-0.2% -$7.69K 1.6% 8
2020
Q1 		$3.49M Hold
65,204
– – 1.71% 6
2019
Q4 		$4.53M Hold
65,204
– – 1.79% 7
2019
Q3 		$4.25M Sell
65,204
-63,966
-50% -$4.12M 1.59% 7
2019
Q2 		$8.49M Buy
129,170
+9,838
+8% +$644K 3.11% 3
2019
Q1 		$7.74M Sell
119,332
-9,276
-7% -$584K 2.98% 3
2018
Q4 		$7.56M Buy
128,608
+12,031
+10% +$751K 3.28% 3
2018
Q3 		$7.93M Sell
116,577
-2,238
-2% -$151K 2.83% 3
2018
Q2 		$7.96M Buy
118,815
+1,868
+2% +$131K 2.75% 3
2018
Q1 		$8.15M Buy
116,947
+2,823
+2% +$201K 2.77% 4
2017
Q4 		$8.02M Buy
114,124
+646
+0.6% +$44.9K 2.74% 4
2017
Q3 		$7.77M Hold
113,478
– – 2.82% 4
2017
Q2 		$7.4M Buy
113,478
+3,929
+4% +$254K 2.63% 4
2017
Q1 		$6.82M Buy
109,549
+11,447
+12% +$692K 2.35% 4
2016
Q4 		$5.66M Hold
98,102
– – 2.06% 4
2016
Q3 		$5.8M Hold
98,102
– – 2.21% 4
2016
Q2 		$5.48M Hold
98,102
– – 2.27% 3
2016
Q1 		$5.61M Sell
98,102
-401
-0.4% -$22.1K 2.44% 4
2015
Q4 		$5.78M Buy
98,503
+1,244
+1% +$74.9K 2.65% 3
2015
Q3 		$5.58M Buy
97,259
+1,330
+1% +$82.1K 2.69% 3
2015
Q2 		$6.09M Hold
95,929
– – 2.68% 3
2015
Q1 		$6.16M Buy
95,929
+13,904
+17% +$875K 2.67% 3
2014
Q4 		$4.99M Buy
82,025
+12,974
+19% +$810K 2.29% 2
2014
Q3 		$4.43M Hold
69,051
– – 2.25% 3
2014
Q2 		$4.72M Sell
69,051
-9,852
-12% -$675K 2.37% 3
2014
Q1 		$5.3M Hold
78,903
– – 2.44% 5
2013
Q4 		$5.29M Buy
78,903
+923
+1% +$60.3K 2.7% 4
2013
Q3 		$4.97M Hold
77,980
– – 2.95% 4
2013
Q2 		$4.47M Buy
+77,980
New +$4.72M 2.65% 4

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIM Investment Management's EFA Position: Q1 2026 in Review

CIM Investment Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.61% in Q1 2026, selling an estimated $29.2K and leaving 47,269 shares worth $4.59M. The position accounts for 1.23% of the portfolio, ranked #14.

CIM Investment Management first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.8M in Q1 2025. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • CIM Investment Management held 47,269 shares of iShares MSCI EAFE ETF worth $4.59M as of Q1 2026.
  • CIM Investment Management sold 292 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $29.2K.
  • iShares MSCI EAFE ETF made up 1.23% of CIM Investment Management's portfolio in Q1 2026, its #14 holding.
  • CIM Investment Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
  • CIM Investment Management's iShares MSCI EAFE ETF position peaked at $8.8M in Q1 2025.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.