ClearBridge Investments’s iShares MSCI EAFE ETF EFA Stock Holding History

ClearBridge Investments’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	$1.07M	Sell	10,261 -8,775	-46%	-$903K	﹤0.01%	630
2026 Q1	$1.85M	Sell	19,036 -59,605	-76%	-$5.96M	﹤0.01%	599
2025 Q4	$7.55M	Buy	+78,641	New	+$7.46M	0.01%	533
2025 Q2	–	Sell	-3,410	Closed	-$279K	–	720
2025 Q1	$279K	Sell	3,410 -106,166	-97%	-$8.56M	﹤0.01%	681
2024 Q4	$8.29M	Buy	+109,576	New	+$8.68M	0.01%	550
2024 Q1	–	Sell	-101,501	Closed	-$7.65M	–	754
2023 Q4	$7.65M	Buy	101,501 +95,471	+1,583%	+$6.75M	0.01%	560
2023 Q3	$416K	Buy	+6,030	New	+$432K	﹤0.01%	662
2023 Q1	–	Sell	-164,725	Closed	-$10.8M	–	723
2022 Q4	$10.8M	Buy	+164,725	New	+$10.3M	0.01%	509
2022 Q3	–	Sell	-7,216	Closed	-$451K	–	744
2022 Q2	$451K	Buy	+7,216	New	+$491K	﹤0.01%	719
2022 Q1	–	Sell	-25,326	Closed	-$1.99M	–	790
2021 Q4	$1.99M	Buy	25,326 +18,826	+290%	+$1.49M	﹤0.01%	670
2021 Q3	$507K	Buy	+6,500	New	+$520K	﹤0.01%	736
2021 Q1	–	Sell	-5,594	Closed	-$408K	–	809
2020 Q4	$408K	Buy	+5,594	New	+$383K	﹤0.01%	750
2020 Q2	–	Sell	-461	Closed	-$25K	–	988
2020 Q1	$25K	Sell	461 -50,414	-99%	-$3.2M	﹤0.01%	850
2019 Q4	$3.57M	Buy	+50,875	New	+$3.44M	﹤0.01%	601
2019 Q1	–	Sell	-170,965	Closed	-$10M	–	1085
2018 Q4	$10M	Buy	170,965 +161,455	+1,698%	+$10.1M	0.01%	524
2018 Q3	$647K	Buy	+9,510	New	+$642K	﹤0.01%	746
2018 Q1	–	Sell	-94	Closed	-$7K	–	1197
2017 Q4	$7K	Buy	+94	New	+$6.54K	﹤0.01%	1063
2017 Q1	–	Sell	-26,493	Closed	-$1.53M	–	1138
2016 Q4	$1.53M	Buy	+26,493	New	+$1.53M	﹤0.01%	648
2016 Q3	–	Sell	-5,609	Closed	-$313K	–	1122
2016 Q2	$313K	Buy	+5,609	New	+$323K	﹤0.01%	745
2016 Q1	–	Sell	-28,480	Closed	-$1.67M	–	1072
2015 Q4	$1.67M	Buy	28,480 +25,550	+872%	+$1.54M	﹤0.01%	667
2015 Q3	$168K	Buy	2,930 +2,813	+2,404%	+$174K	﹤0.01%	869
2015 Q2	$7K	Sell	117 -266	-69%	-$17.7K	﹤0.01%	1105
2015 Q1	$25K	Sell	383 -17,039	-98%	-$1.07M	﹤0.01%	1036
2014 Q4	$1.06M	Buy	+17,422	New	+$1.09M	﹤0.01%	766
2014 Q3	–	Sell	-325	Closed	-$22K	–	1173
2014 Q2	$22K	Buy	+325	New	+$22.3K	﹤0.01%	1073
2014 Q1	–	Sell	-962	Closed	-$65K	–	1134
2013 Q4	$65K	Buy	+962	New	+$62.9K	﹤0.01%	911
2013 Q3	–	Sell	-13,340	Closed	-$765K	–	1099
2013 Q2	$765K	Buy	+13,340	New	+$807K	﹤0.01%	707

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

ClearBridge Investments's EFA Position: Q2 2026 in Review

ClearBridge Investments reduced its iShares MSCI EAFE ETF (EFA) stake by 46% in Q2 2026, selling an estimated $903K and leaving 10,261 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #630.

ClearBridge Investments first reported a position in EFA in Q2 2013 and has held it in 27 quarters since. The position peaked at $10.8M in Q4 2022. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

ClearBridge Investments held 10,261 shares of iShares MSCI EAFE ETF worth $1.07M as of Q2 2026.
ClearBridge Investments sold 8,775 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $903K.
iShares MSCI EAFE ETF made up ﹤0.01% of ClearBridge Investments's portfolio in Q2 2026, its #630 holding.
ClearBridge Investments first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 27 quarters since.
ClearBridge Investments's iShares MSCI EAFE ETF position peaked at $10.8M in Q4 2022.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.