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Claro Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Claro Advisors’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 		$276K Sell
2,659
-639
-19% -$65.7K 0.03% 424
2026
Q1 		$320K Sell
3,298
-382
-10% -$38.2K 0.04% 350
2025
Q4 		$353K Sell
3,680
-17
-0.5% -$1.61K 0.05% 292
2025
Q3 		$345K Buy
3,697
+28
+0.8% +$2.54K 0.05% 293
2025
Q2 		$328K Sell
3,669
-66
-2% -$5.63K 0.05% 272
2025
Q1 		$305K Sell
3,735
-7,289
-66% -$587K 0.04% 380
2024
Q4 		$833K Sell
11,024
-489
-4% -$38.7K 0.11% 169
2024
Q3 		$963K Sell
11,513
-457
-4% -$36.8K 0.12% 155
2024
Q2 		$938K Sell
11,970
-3,925
-25% -$311K 0.15% 137
2024
Q1 		$1.27M Sell
15,895
-2,809
-15% -$215K 0.22% 97
2023
Q4 		$1.41M Buy
18,704
+5,478
+41% +$387K 0.31% 66
2023
Q3 		$912K Sell
13,226
-864
-6% -$61.9K 0.23% 99
2023
Q2 		$1.02M Buy
14,090
+1,786
+15% +$130K 0.25% 93
2023
Q1 		$880K Buy
12,304
+919
+8% +$64.3K 0.26% 95
2022
Q4 		$747K Buy
11,385
+807
+8% +$50.6K 0.24% 99
2022
Q3 		$661K Hold
10,578
– – 0.26% 94
2022
Q2 		$661K Sell
10,578
-192
-2% -$13.1K 0.26% 94
2022
Q1 		$847K Hold
10,770
– – 0.3% 84
2021
Q4 		$847K Buy
10,770
+195
+2% +$15.4K 0.3% 84
2021
Q3 		$825K Sell
10,575
-182
-2% -$14.6K 0.35% 76
2021
Q2 		$849K Buy
10,757
+559
+5% +$44.4K 0.38% 62
2021
Q1 		$774K Sell
10,198
-1,705
-14% -$128K 0.39% 67
2020
Q4 		$868K Sell
11,903
-1,123
-9% -$76.8K 0.46% 59
2020
Q3 		$829K Sell
13,026
-339
-3% -$21.7K 0.53% 47
2020
Q2 		$814K Buy
13,365
+3,502
+36% +$202K 0.56% 42
2020
Q1 		$527K Sell
9,863
-2,792
-22% -$177K 0.49% 58
2019
Q4 		$879K Buy
12,655
+1,038
+9% +$70.1K 0.68% 39
2019
Q3 		$758K Buy
11,617
+4,541
+64% +$293K 0.67% 43
2019
Q2 		$465K Buy
+7,076
New +$463K 0.43% 66
2019
Q1 		– Sell
-1,446
Closed -$98K – 372
2018
Q4 		$98K Buy
+1,446
New +$90.3K 0.08% 231

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

Claro Advisors's EFA Position: Q2 2026 in Review

Claro Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 19% in Q2 2026, selling an estimated $65.7K and leaving 2,659 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #424.

Claro Advisors first reported a position in EFA in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.41M in Q4 2023. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Claro Advisors held 2,659 shares of iShares MSCI EAFE ETF worth $276K as of Q2 2026.
  • Claro Advisors sold 639 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $65.7K.
  • iShares MSCI EAFE ETF made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #424 holding.
  • Claro Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's iShares MSCI EAFE ETF position peaked at $1.41M in Q4 2023.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.