Cooper/Haims Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $242K | Buy |
2,493
+80
| +3% | +$8K | 0.11% | 82 |
|
|
2025
Q4 | $232K | Buy |
2,413
+2
| +0.1% | +$190 | 0.11% | 84 |
|
|
2025
Q3 | $225K | Hold |
2,411
| – | – | 0.11% | 73 |
|
|
2025
Q2 | $215K | Buy |
+2,411
| New | +$206K | 0.11% | 76 |
|
|
2024
Q4 | – | Sell |
-2,517
| Closed | -$210K | – | 80 |
|
|
2024
Q3 | $210K | Sell |
2,517
-103
| -4% | -$8.29K | 0.12% | 78 |
|
|
2024
Q2 | $205K | Sell |
2,620
-1,464
| -36% | -$116K | 0.12% | 78 |
|
|
2024
Q1 | $326K | Hold |
4,084
| – | – | 0.19% | 53 |
|
|
2023
Q4 | $308K | Buy |
4,084
+21
| +0.5% | +$1.48K | 0.17% | 50 |
|
|
2023
Q3 | $280K | Sell |
4,063
-11
| -0.3% | -$788 | 0.22% | 52 |
|
|
2023
Q2 | $295K | Sell |
4,074
-9
| -0.2% | -$654 | 0.23% | 51 |
|
|
2023
Q1 | $292K | Sell |
4,083
-341
| -8% | -$23.9K | 0.23% | 51 |
|
|
2022
Q4 | $290K | Sell |
4,424
-549
| -11% | -$34.4K | 0.21% | 46 |
|
|
2022
Q3 | $279K | Hold |
4,973
| – | – | 0.23% | 43 |
|
|
2022
Q2 | $311K | Sell |
4,973
-117
| -2% | -$7.96K | 0.2% | 49 |
|
|
2022
Q1 | $375K | Sell |
5,090
-536
| -10% | -$40.1K | 0.24% | 47 |
|
|
2021
Q4 | $443K | Sell |
5,626
-118
| -2% | -$9.35K | 0.27% | 44 |
|
|
2021
Q3 | $448K | Sell |
5,744
-30
| -0.5% | -$2.4K | 0.27% | 41 |
|
|
2021
Q2 | $455K | Sell |
5,774
-251
| -4% | -$19.9K | 0.3% | 36 |
|
|
2021
Q1 | $457K | Sell |
6,025
-309
| -5% | -$23.3K | 0.32% | 36 |
|
|
2020
Q4 | $462K | Sell |
6,334
-19
| -0.3% | -$1.3K | 0.35% | 30 |
|
|
2020
Q3 | $404K | Buy |
6,353
+117
| +2% | +$7.49K | 0.33% | 32 |
|
|
2020
Q2 | $380K | Buy |
6,236
+14
| +0.2% | +$809 | 0.31% | 30 |
|
|
2020
Q1 | $333K | Sell |
6,222
-44,213
| -88% | -$2.81M | 0.29% | 29 |
|
|
2019
Q4 | $3.5M | Sell |
50,435
-1,320
| -3% | -$89.2K | 1.93% | 8 |
|
|
2019
Q3 | $3.38M | Sell |
51,755
-94
| -0.2% | -$6.06K | 2.06% | 9 |
|
|
2019
Q2 | $3.41M | Sell |
51,849
-84
| -0.2% | -$5.5K | 2.12% | 8 |
|
|
2019
Q1 | $3.37M | Sell |
51,933
-1,871
| -3% | -$118K | 2.15% | 8 |
|
|
2018
Q4 | $3.16M | Buy |
53,804
+50,039
| +1,329% | +$3.13M | 2.18% | 9 |
|
|
2018
Q3 | $256K | Sell |
3,765
-244
| -6% | -$16.5K | 0.18% | 46 |
|
|
2018
Q2 | $268K | Buy |
4,009
+5
| +0.1% | +$351 | 0.2% | 42 |
|
|
2018
Q1 | $279K | Hold |
4,004
| – | – | 0.25% | 39 |
|
|
2017
Q4 | $282K | Buy |
+4,004
| New | +$278K | 0.26% | 38 |
|
Other funds holding EFA
NMIMC
Cooper/Haims Advisors's EFA Position: Q1 2026 in Review
Cooper/Haims Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 3.3% in Q1 2026, buying an estimated $8K and bringing the position to 2,493 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #82.
Cooper/Haims Advisors first reported a position in EFA in Q4 2017 and has held it in 32 quarters since. The position peaked at $3.5M in Q4 2019. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Cooper/Haims Advisors held 2,493 shares of iShares MSCI EAFE ETF worth $242K as of Q1 2026.
- Cooper/Haims Advisors bought 80 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $8K.
- iShares MSCI EAFE ETF made up 0.11% of Cooper/Haims Advisors's portfolio in Q1 2026, its #82 holding.
- Cooper/Haims Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 32 quarters since.
- Cooper/Haims Advisors's iShares MSCI EAFE ETF position peaked at $3.5M in Q4 2019.
- 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.