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Cobblestone Capital Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Cobblestone Capital 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
2025
Q3 		$1.63M Sell
17,499
-126
-0.7% -$11.5K 0.08% 102
2025
Q2 		$1.58M Sell
17,625
-294
-2% -$25.1K 0.08% 101
2025
Q1 		$1.46M Sell
17,919
-535
-3% -$43.1K 0.08% 103
2024
Q4 		$1.4M Sell
18,454
-170
-0.9% -$13.5K 0.08% 110
2024
Q3 		$1.56M Buy
18,624
+220
+1% +$17.7K 0.09% 106
2024
Q2 		$1.44M Sell
18,404
-530
-3% -$42K 0.09% 101
2024
Q1 		$1.51M Sell
18,934
-456
-2% -$34.9K 0.1% 95
2023
Q4 		$1.46M Sell
19,390
-74
-0.4% -$5.23K 0.1% 92
2023
Q3 		$1.34M Sell
19,464
-203
-1% -$14.5K 0.1% 90
2023
Q2 		$1.43M Sell
19,667
-39
-0.2% -$2.83K 0.1% 93
2023
Q1 		$1.41M Sell
19,706
-910
-4% -$63.7K 0.11% 94
2022
Q4 		$1.35M Sell
20,616
-1,269
-6% -$79.5K 0.1% 97
2022
Q3 		$1.23M Sell
21,885
-285
-1% -$17.8K 0.1% 87
2022
Q2 		$1.39M Hold
22,170
– – 0.11% 87
2022
Q1 		$1.63M Buy
22,170
+153
+0.7% +$11.4K 0.11% 87
2021
Q4 		$1.73M Buy
22,017
+1,459
+7% +$116K 0.11% 90
2021
Q3 		$1.6M Sell
20,558
-5,105
-20% -$408K 0.11% 82
2021
Q2 		$2.02M Buy
25,663
+9
+0% +$715 0.14% 77
2021
Q1 		$1.95M Sell
25,654
-84
-0.3% -$6.33K 0.14% 75
2020
Q4 		$1.88M Buy
25,738
+508
+2% +$34.7K 0.14% 71
2020
Q3 		$1.61M Buy
25,230
+169
+0.7% +$10.8K 0.14% 75
2020
Q2 		$1.52M Sell
25,061
-989
-4% -$57.2K 0.14% 75
2020
Q1 		$1.39M Sell
26,050
-3,487
-12% -$221K 0.15% 76
2019
Q4 		$2.05M Hold
29,537
– – 0.19% 68
2019
Q3 		$1.93M Buy
29,537
+2,046
+7% +$132K 0.19% 67
2019
Q2 		$1.81M Sell
27,491
-2,200
-7% -$144K 0.16% 71
2019
Q1 		$1.93M Sell
29,691
-955
-3% -$60.2K 0.18% 66
2018
Q4 		$1.8M Sell
30,646
-100
-0.3% -$6.25K 0.19% 67
2018
Q3 		$2.09M Sell
30,746
-5,305
-15% -$358K 0.2% 67
2018
Q2 		$2.41M Sell
36,051
-3,222
-8% -$226K 0.24% 63
2018
Q1 		$2.74M Sell
39,273
-4,579
-10% -$326K 0.28% 62
2017
Q4 		$3.08M Sell
43,852
-1,350
-3% -$93.9K 0.31% 62
2017
Q3 		$3.1M Sell
45,202
-1,230
-3% -$82.2K 0.38% 57
2017
Q2 		$3.03M Sell
46,432
-1,010
-2% -$65.4K 0.39% 56
2017
Q1 		$2.96M Sell
47,442
-1,638
-3% -$99K 0.39% 54
2016
Q4 		$2.83M Sell
49,080
-11,048
-18% -$637K 0.39% 55
2016
Q3 		$3.56M Sell
60,128
-30,931
-34% -$1.79M 0.5% 51
2016
Q2 		$5.08M Sell
91,059
-5,332
-6% -$307K 0.72% 45
2016
Q1 		$5.51M Sell
96,391
-109,659
-53% -$6.04M 0.8% 34
2015
Q4 		$12.1M Sell
206,050
-54,073
-21% -$3.26M 1.82% 11
2015
Q3 		$14.9M Sell
260,123
-7,425
-3% -$458K 2.38% 7
2015
Q2 		$17M Sell
267,548
-10,034
-4% -$668K 2.56% 6
2015
Q1 		$17.8M Sell
277,582
-248,410
-47% -$15.6M 2.75% 6
2014
Q4 		$32M Buy
525,992
+23,433
+5% +$1.46M 5.69% 2
2014
Q3 		$32.2M Buy
502,559
+7,046
+1% +$470K 5.95% 2
2014
Q2 		$33.9M Buy
495,513
+21,785
+5% +$1.49M 6.35% 1
2014
Q1 		$31.8M Buy
473,728
+28,973
+7% +$1.91M 6.14% 1
2013
Q4 		$29.8M Buy
444,755
+31,041
+8% +$2.03M 5.69% 1
2013
Q3 		$26.4M Buy
413,714
+95,433
+30% +$5.85M 5.4% 2
2013
Q2 		$18.2M Buy
+318,281
New +$19.2M 4% 3

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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cobblestone Capital Advisors's EFA Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.71% in Q3 2025, selling an estimated $11.5K and leaving 17,499 shares worth $1.63M. The position accounts for 0.08% of the portfolio, ranked #102.

Cobblestone Capital Advisors first reported a position in EFA in Q2 2013 and has held it in 50 quarters since. The position peaked at $33.9M in Q2 2014. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • Cobblestone Capital Advisors held 17,499 shares of iShares MSCI EAFE ETF worth $1.63M as of Q3 2025.
  • Cobblestone Capital Advisors sold 126 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $11.5K.
  • iShares MSCI EAFE ETF made up 0.08% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #102 holding.
  • Cobblestone Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 50 quarters since.
  • Cobblestone Capital Advisors's iShares MSCI EAFE ETF position peaked at $33.9M in Q2 2014.
  • 2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.