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Crescent Grove Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Crescent Grove 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
2018
Q2 		– Sell
-29,900
Closed -$26K – 144
2018
Q1 		$26K Sell
29,900
-100
-0.3% -$7.13K 0.01% 146
2017
Q4 		$22K Buy
+30,000
New +$2.09M 0.01% 146

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

Crescent Grove Advisors's EFA Position: Q1 2026 in Review

Crescent Grove Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 0.28% in Q1 2026, buying an estimated $14.8K and bringing the position to 53,111 shares worth $5.16M. The position accounts for 0.5% of the portfolio, ranked #50.

Crescent Grove Advisors first reported a position in EFA in Q2 2017 and has held it in 36 quarters since. The position peaked at $6.13M in Q4 2021. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Crescent Grove Advisors held 53,111 shares of iShares MSCI EAFE ETF worth $5.16M as of Q1 2026.
  • Crescent Grove Advisors bought 148 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $14.8K.
  • iShares MSCI EAFE ETF made up 0.5% of Crescent Grove Advisors's portfolio in Q1 2026, its #50 holding.
  • Crescent Grove Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2017 and has held it in 36 quarters since.
  • Crescent Grove Advisors's iShares MSCI EAFE ETF position peaked at $6.13M in Q4 2021.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.