CFO
EFA icon

Colony Family Offices’s iShares MSCI EAFE ETF EFA Stock Holding History

Colony Family Offices’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 		$246K Buy
2,366
+334
+16% +$34.4K 0.05% 52
2026
Q1 		$197K Hold
2,032
– – 0.05% 55
2025
Q4 		$195K Hold
2,032
– – 0.05% 55
2025
Q3 		$190K Sell
2,032
-1,501
-42% -$136K 0.05% 56
2025
Q2 		$316K Buy
3,533
+1,610
+84% +$137K 0.08% 46
2025
Q1 		$157K Sell
1,923
-19,536
-91% -$1.57M 0.05% 54
2024
Q4 		$1.62M Hold
21,459
– – 0.51% 29
2024
Q3 		$1.79M Hold
21,459
– – 0.56% 27
2024
Q2 		$1.68M Buy
21,459
+629
+3% +$49.8K 0.54% 27
2024
Q1 		$1.66M Hold
20,830
– – 0.54% 27
2023
Q4 		$1.57M Buy
20,830
+18,592
+831% +$1.31M 0.54% 25
2023
Q3 		$154K Buy
2,238
+978
+78% +$70.1K 0.07% 37
2023
Q2 		$91.3K Sell
1,260
-140
-10% -$10.2K 0.04% 35
2023
Q1 		$100K Sell
1,400
-74
-5% -$5.18K 0.04% 85
2022
Q4 		$96.8K Buy
1,474
+289
+24% +$18.1K 0.04% 70
2022
Q3 		$66K Buy
1,185
+668
+129% +$41.6K 0.03% 74
2022
Q2 		$32K Sell
517
-3,746
-88% -$255K 0.01% 67
2022
Q1 		$314K Buy
4,263
+3,660
+607% +$274K 0.15% 24
2021
Q4 		$48K Hold
603
– – 0.02% 27
2021
Q3 		$47K Sell
603
-29
-5% -$2.32K 0.03% 19
2021
Q2 		$50K Hold
632
– – 0.03% 23
2021
Q1 		$48K Sell
632
-100
-14% -$7.53K 0.04% 50
2020
Q4 		$53K Buy
+732
New +$50.1K 0.05% 27

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

Colony Family Offices's EFA Position: Q2 2026 in Review

Colony Family Offices increased its iShares MSCI EAFE ETF (EFA) stake by 16% in Q2 2026, buying an estimated $34.4K and bringing the position to 2,366 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #52.

Colony Family Offices first reported a position in EFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.79M in Q3 2024. 2,257 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Colony Family Offices held 2,366 shares of iShares MSCI EAFE ETF worth $246K as of Q2 2026.
  • Colony Family Offices bought 334 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $34.4K.
  • iShares MSCI EAFE ETF made up 0.05% of Colony Family Offices's portfolio in Q2 2026, its #52 holding.
  • Colony Family Offices first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Colony Family Offices's iShares MSCI EAFE ETF position peaked at $1.79M in Q3 2024.
  • 2,257 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.