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

Cresset 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
2024 Q4	–	Sell	-53,100	Closed	-$4.44M	–	1888
2024 Q3	$4.44M	Hold	53,100	–	–	0.02%	482
2024 Q2	$4.16M	Buy	+53,100	New	+$4.21M	0.02%	471
2024 Q1	–	Sell	-60,000	Closed	-$4.52M	–	1926
2023 Q4	$4.52M	Sell	60,000 -6,796,300	-99%	-$480M	0.03%	364
2023 Q3	$473M	Buy	+6,856,300	New	+$491M	1.82%	7

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

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

Cresset Asset Management increased its iShares MSCI EAFE ETF (EFA) stake by 4.1% in Q1 2026, buying an estimated $2.81M and bringing the position to 716,372 shares worth $69.6M. The position accounts for 0.3% of the portfolio, ranked #55.

Cresset Asset Management first reported a position in EFA in Q4 2018 and has held it in 30 quarters since. The position peaked at $74.9M in Q4 2019. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Cresset Asset Management held 716,372 shares of iShares MSCI EAFE ETF worth $69.6M as of Q1 2026.
Cresset Asset Management bought 28,098 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $2.81M.
iShares MSCI EAFE ETF made up 0.3% of Cresset Asset Management's portfolio in Q1 2026, its #55 holding.
Cresset Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
Cresset Asset Management's iShares MSCI EAFE ETF position peaked at $74.9M in Q4 2019.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.