Councilmark Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Councilmark Asset 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 Q1	$455K	Hold	4,680	–	–	0.26%	60
2025 Q4	$449K	Hold	4,680	–	–	0.25%	59
2025 Q3	$437K	Hold	4,680	–	–	0.25%	63
2025 Q2	$418K	Hold	4,680	–	–	0.26%	64
2025 Q1	$382K	Hold	4,680	–	–	0.26%	64
2024 Q4	$354K	Hold	4,680	–	–	0.24%	65
2024 Q3	$391K	Hold	4,680	–	–	0.26%	64
2024 Q2	$367K	Hold	4,680	–	–	0.26%	63
2024 Q1	$374K	Buy	+4,680	New	+$358K	0.27%	62

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Councilmark Asset Management's EFA Position: Q1 2026 in Review

Councilmark Asset Management held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 4,680 shares worth $455K. The position accounts for 0.26% of the portfolio, ranked #60.

Councilmark Asset Management first reported a position in EFA in Q1 2024 and has held it in 9 quarters since. 2,201 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Councilmark Asset Management held 4,680 shares of iShares MSCI EAFE ETF worth $455K as of Q1 2026.
Councilmark Asset Management left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.26% of Councilmark Asset Management's portfolio in Q1 2026, its #60 holding.
Councilmark Asset Management first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
2,201 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.