CKW Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

CKW Financial 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 Q1	$19K	Buy	189 +5	+3%	+$500	﹤0.01%	90
2025 Q4	$18K	Buy	184 +3	+2%	+$285	﹤0.01%	100
2025 Q3	$17K	Hold	181	–	–	﹤0.01%	103
2025 Q2	$16K	Buy	181 +3	+2%	+$256	﹤0.01%	103
2025 Q1	$15K	Buy	178 +5	+3%	+$403	﹤0.01%	107
2024 Q4	$13K	Buy	173 +2	+1%	+$158	﹤0.01%	178
2024 Q3	$14K	Hold	171	–	–	﹤0.01%	172
2024 Q2	$13K	Buy	171 +2	+1%	+$158	﹤0.01%	172
2024 Q1	$13K	Hold	169	–	–	﹤0.01%	171
2023 Q4	$13K	Buy	169 +2	+1%	+$141	﹤0.01%	175
2023 Q3	$11K	Hold	167	–	–	﹤0.01%	168
2023 Q2	$12K	Buy	167 +3	+2%	+$218	﹤0.01%	166
2023 Q1	$12K	Hold	164	–	–	﹤0.01%	153
2022 Q4	$11K	Hold	164	–	–	﹤0.01%	157
2022 Q3	$9K	Hold	164	–	–	﹤0.01%	165
2022 Q2	$10K	Buy	164 +4	+3%	+$272	﹤0.01%	163
2022 Q1	$12K	Hold	160	–	–	﹤0.01%	163
2021 Q4	$10K	Buy	160 +2	+1%	+$158	﹤0.01%	180
2021 Q3	$12K	Sell	158 -2,178	-93%	-$174K	﹤0.01%	181
2021 Q2	$185K	Buy	2,336 +2,180	+1,397%	+$173K	0.03%	41
2021 Q1	$12K	Hold	156	–	–	﹤0.01%	157
2020 Q4	$11K	Buy	156 +1	+0.6%	+$68	﹤0.01%	145
2020 Q3	$10K	Hold	155	–	–	﹤0.01%	141
2020 Q2	$9K	Buy	155 +2	+1%	+$116	﹤0.01%	141
2020 Q1	$8K	Hold	153	–	–	﹤0.01%	140
2019 Q4	$11K	Buy	153 +2	+1%	+$135	﹤0.01%	139
2019 Q3	$10K	Hold	151	–	–	﹤0.01%	131
2019 Q2	$10K	Buy	151 +2	+1%	+$131	﹤0.01%	137
2019 Q1	$10K	Hold	149	–	–	﹤0.01%	154
2018 Q4	$9K	Buy	149 +2	+1%	+$125	﹤0.01%	157
2018 Q3	$10K	Sell	147 -17	-10%	-$1.15K	﹤0.01%	155
2018 Q2	$11K	Buy	164 +2	+1%	+$140	﹤0.01%	148
2018 Q1	$11K	Hold	162	–	–	﹤0.01%	129
2017 Q4	$11K	Buy	162 +1	+0.6%	+$70	﹤0.01%	132
2017 Q3	$11K	Sell	161 -588	-79%	-$39.3K	﹤0.01%	136
2017 Q2	$49K	Buy	749 +587	+362%	+$38K	0.01%	97
2017 Q1	$10K	Buy	162 +2	+1%	+$121	﹤0.01%	137
2016 Q4	$9K	Buy	160 +1	+0.6%	+$58	﹤0.01%	139
2016 Q3	$9K	Sell	159 -368	-70%	-$21.3K	﹤0.01%	139
2016 Q2	$29K	Buy	527 +3	+0.6%	+$173	0.01%	111
2016 Q1	$30K	Hold	524	–	–	0.01%	99
2015 Q4	$31K	Buy	524 +1	+0.2%	+$60	0.01%	95
2015 Q3	$30K	Buy	523 +2	+0.4%	+$123	0.01%	90
2015 Q2	$33K	Hold	521	–	–	0.01%	142
2015 Q1	$34K	Sell	521 -3,367	-87%	-$212K	0.01%	147
2014 Q4	$237K	Buy	3,888 +3,384	+671%	+$211K	0.1%	21
2014 Q3	$32K	Buy	504 +2	+0.4%	+$133	0.01%	146
2014 Q2	$35K	Sell	502 -6	-1%	-$411	0.02%	138
2014 Q1	$34K	Hold	508	–	–	0.02%	153
2013 Q4	$34K	Buy	+508	New	+$33.2K	0.02%	141

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

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

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

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

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

CKW Financial Group's EFA Position: Q1 2026 in Review

CKW Financial Group increased its iShares MSCI EAFE ETF (EFA) stake by 2.7% in Q1 2026, buying an estimated $500 and bringing the position to 189 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #90.

CKW Financial Group first reported a position in EFA in Q4 2013 and has held it in 50 quarters since. The position peaked at $237K in Q4 2014. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

CKW Financial Group held 189 shares of iShares MSCI EAFE ETF worth $19K as of Q1 2026.
CKW Financial Group bought 5 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $500.
iShares MSCI EAFE ETF made up ﹤0.01% of CKW Financial Group's portfolio in Q1 2026, its #90 holding.
CKW Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 50 quarters since.
CKW Financial Group's iShares MSCI EAFE ETF position peaked at $237K in Q4 2014.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on CKW Financial Group's 13F filing for Q1 2026, filed 7 May 2026.