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 Q2	$43.5M	Buy	418,507 +36,527	+10%	+$3.76M	0.37%	47
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 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

Concurrent Investment Advisors's EFA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 9.6% in Q2 2026, buying an estimated $3.76M and bringing the position to 418,507 shares worth $43.5M. The position accounts for 0.37% of the portfolio, ranked #47.

Concurrent Investment Advisors first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Concurrent Investment Advisors held 418,507 shares of iShares MSCI EAFE ETF worth $43.5M as of Q2 2026.
Concurrent Investment Advisors bought 36,527 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.76M.
iShares MSCI EAFE ETF made up 0.37% of Concurrent Investment Advisors's portfolio in Q2 2026, its #47 holding.
Concurrent Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.