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Concurrent Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Concurrent Investment 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
Q1 		$37.1M Sell
381,980
-32,977
-8% -$3.3M 0.4% 45
2025
Q4 		$39.8M Buy
414,957
+92,280
+29% +$8.75M 0.45% 38
2025
Q3 		$30.1M Buy
322,677
+37,706
+13% +$3.43M 0.52% 37
2025
Q2 		$25.5M Buy
284,971
+127,399
+81% +$10.9M 0.49% 34
2025
Q1 		$12.9M Buy
157,572
+69,736
+79% +$5.62M 0.31% 65
2024
Q4 		$6.64M Sell
87,836
-124,945
-59% -$9.9M 0.18% 115
2024
Q3 		$17.8M Buy
212,781
+194,390
+1,057% +$15.6M 0.53% 40
2024
Q2 		$1.44M Buy
18,391
+14,138
+332% +$1.12M 0.05% 355
2024
Q1 		$340K Buy
4,253
+1,229
+41% +$94K 0.01% 645
2023
Q4 		$228K Buy
+3,024
New +$214K 0.01% 732

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

Concurrent Investment Advisors's EFA Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 7.9% in Q1 2026, selling an estimated $3.3M and leaving 381,980 shares worth $37.1M. The position accounts for 0.4% of the portfolio, ranked #45.

Concurrent Investment Advisors first reported a position in EFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $39.8M in Q4 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Concurrent Investment Advisors held 381,980 shares of iShares MSCI EAFE ETF worth $37.1M as of Q1 2026.
  • Concurrent Investment Advisors sold 32,977 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $3.3M.
  • iShares MSCI EAFE ETF made up 0.4% of Concurrent Investment Advisors's portfolio in Q1 2026, its #45 holding.
  • Concurrent Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's iShares MSCI EAFE ETF position peaked at $39.8M in Q4 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.