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Contravisory Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Contravisory Investment Management’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 		$625K Sell
6,018
-2,393
-28% -$246K 0.11% 136
2026
Q1 		$817K Sell
8,411
-1,019
-11% -$102K 0.17% 107
2025
Q4 		$906K Sell
9,430
-5,479
-37% -$520K 0.18% 83
2025
Q3 		$1.39M Buy
14,909
+1,388
+10% +$126K 0.27% 49
2025
Q2 		$1.21M Buy
13,521
+1,208
+10% +$103K 0.24% 52
2025
Q1 		$1.01M Sell
12,313
-1,034
-8% -$83.3K 0.21% 59
2024
Q4 		$1.01M Sell
13,347
-8,006
-37% -$634K 0.22% 55
2024
Q3 		$1.79M Buy
21,353
+5,998
+39% +$483K 0.38% 40
2024
Q2 		$1.2M Sell
15,355
-4,378
-22% -$347K 0.27% 46
2024
Q1 		$1.58M Sell
19,733
-27,007
-58% -$2.07M 0.35% 45
2023
Q4 		$3.52M Buy
46,740
+7,670
+20% +$542K 0.86% 40
2023
Q3 		$2.69M Sell
39,070
-1,558
-4% -$112K 0.76% 40
2023
Q2 		$2.95M Buy
40,628
+17,451
+75% +$1.27M 0.78% 40
2023
Q1 		$1.66M Buy
23,177
+4,304
+23% +$301K 0.47% 41
2022
Q4 		$1.24M Buy
18,873
+4,929
+35% +$309K 0.34% 43
2022
Q3 		$781K Buy
13,944
+62
+0.4% +$3.86K 0.26% 47
2022
Q2 		$867K Buy
13,882
+1,051
+8% +$71.5K 0.28% 44
2022
Q1 		$944K Sell
12,831
-2,119
-14% -$158K 0.27% 49
2021
Q4 		$1.18M Buy
14,950
+3,295
+28% +$261K 0.32% 45
2021
Q3 		$909K Sell
11,655
-6,398
-35% -$512K 0.28% 48
2021
Q2 		$1.42M Buy
18,053
+2,102
+13% +$167K 0.42% 41
2021
Q1 		$1.21M Sell
15,951
-1,860
-10% -$140K 0.38% 42
2020
Q4 		$1.3M Buy
17,811
+617
+4% +$42.2K 0.4% 42
2020
Q3 		$1.09M Sell
17,194
-860
-5% -$55K 0.37% 43
2020
Q2 		$1.11M Sell
18,054
-355
-2% -$20.5K 0.41% 44
2020
Q1 		$984K Buy
18,409
+4,183
+29% +$265K 0.44% 46
2019
Q4 		$988K Sell
14,226
-1,436
-9% -$97K 0.36% 44
2019
Q3 		$1.02M Sell
15,662
-1,580
-9% -$102K 0.39% 44
2019
Q2 		$1.13M Sell
17,242
-1,798
-9% -$118K 0.44% 43
2019
Q1 		$1.24M Buy
19,040
+2,312
+14% +$146K 0.48% 45
2018
Q4 		$983K Sell
16,728
-62
-0.4% -$3.87K 0.42% 46
2018
Q3 		$1.14M Buy
16,790
+4,735
+39% +$320K 0.41% 46
2018
Q2 		$807K Buy
12,055
+923
+8% +$64.7K 0.29% 47
2018
Q1 		$776K Buy
11,132
+3,157
+40% +$225K 0.29% 46
2017
Q4 		$561K Buy
7,975
+2,510
+46% +$175K 0.2% 53
2017
Q3 		$374K Buy
5,465
+1,607
+42% +$107K 0.13% 56
2017
Q2 		$252K Buy
3,858
+1,405
+57% +$90.9K 0.09% 111
2017
Q1 		$153K Buy
2,453
+627
+34% +$37.9K 0.05% 129
2016
Q4 		$105K Buy
1,826
+313
+21% +$18.1K 0.04% 104
2016
Q3 		$89K Sell
1,513
-1,048
-41% -$60.8K 0.03% 92
2016
Q2 		$143K Buy
2,561
+1,103
+76% +$63.5K 0.04% 78
2016
Q1 		$83K Sell
1,458
-875
-38% -$48.2K 0.02% 94
2015
Q4 		$137K Buy
2,333
+792
+51% +$47.7K 0.04% 87
2015
Q3 		$88K Sell
1,541
-1,810
-54% -$112K 0.02% 91
2015
Q2 		$213K Buy
+3,351
New +$223K 0.05% 69

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

Contravisory Investment Management's EFA Position: Q2 2026 in Review

Contravisory Investment Management reduced its iShares MSCI EAFE ETF (EFA) stake by 28% in Q2 2026, selling an estimated $246K and leaving 6,018 shares worth $625K. The position accounts for 0.11% of the portfolio, ranked #136.

Contravisory Investment Management first reported a position in EFA in Q2 2015 and has held it in 45 quarters since. The position peaked at $3.52M in Q4 2023. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Contravisory Investment Management held 6,018 shares of iShares MSCI EAFE ETF worth $625K as of Q2 2026.
  • Contravisory Investment Management sold 2,393 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $246K.
  • iShares MSCI EAFE ETF made up 0.11% of Contravisory Investment Management's portfolio in Q2 2026, its #136 holding.
  • Contravisory Investment Management first reported a position in iShares MSCI EAFE ETF in Q2 2015 and has held it in 45 quarters since.
  • Contravisory Investment Management's iShares MSCI EAFE ETF position peaked at $3.52M in Q4 2023.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.