Clear Harbor Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Clear Harbor Asset 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 Q2	$2.04M	Buy	19,597 +435	+2%	+$44.7K	0.13%	136
2026 Q1	$1.86M	Buy	19,162 +817	+4%	+$81.7K	0.13%	131
2025 Q4	$1.76M	Buy	18,345 +369	+2%	+$35K	0.12%	134
2025 Q3	$1.68M	Buy	17,976 +78	+0.4%	+$7.09K	0.12%	142
2025 Q2	$1.6M	Hold	17,898	–	–	0.12%	132
2025 Q1	$1.46M	Buy	17,898 +184	+1%	+$14.8K	0.12%	132
2024 Q4	$1.34M	Buy	17,714 +13,893	+364%	+$1.1M	0.11%	144
2024 Q3	$320K	Hold	3,821	–	–	0.03%	287
2024 Q2	$299K	Hold	3,821	–	–	0.03%	290
2024 Q1	$305K	Hold	3,821	–	–	0.03%	288
2023 Q4	$288K	Hold	3,821	–	–	0.03%	282
2023 Q3	$263K	Buy	3,821 +6	+0.2%	+$430	0.03%	284
2023 Q2	$277K	Buy	3,815 +325	+9%	+$23.6K	0.03%	278
2023 Q1	$250K	Buy	+3,490	New	+$244K	0.03%	316
2022 Q1	–	Sell	-2,697	Closed	-$212K	–	418
2021 Q4	$212K	Buy	+2,697	New	+$214K	0.02%	352
2020 Q1	–	Sell	-324	Closed	-$22.5K	–	387
2019 Q4	$22.5K	Buy	+324	New	+$21.9K	﹤0.01%	506
2014 Q3	–	Sell	-320	Closed	-$22K	–	220
2014 Q2	$22K	Buy	+320	New	+$21.9K	﹤0.01%	228
2013 Q4	–	Sell	-50	Closed	-$3K	–	195
2013 Q3	$3K	Hold	50	–	–	﹤0.01%	211
2013 Q2	$3K	Buy	+50	New	+$3.02K	﹤0.01%	194

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Clear Harbor Asset Management's EFA Position: Q2 2026 in Review

Clear Harbor Asset Management increased its iShares MSCI EAFE ETF (EFA) stake by 2.3% in Q2 2026, buying an estimated $44.7K and bringing the position to 19,597 shares worth $2.04M. The position accounts for 0.13% of the portfolio, ranked #136.

Clear Harbor Asset Management first reported a position in EFA in Q2 2013 and has held it in 19 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Clear Harbor Asset Management held 19,597 shares of iShares MSCI EAFE ETF worth $2.04M as of Q2 2026.
Clear Harbor Asset Management bought 435 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $44.7K.
iShares MSCI EAFE ETF made up 0.13% of Clear Harbor Asset Management's portfolio in Q2 2026, its #136 holding.
Clear Harbor Asset Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 19 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.