CSM Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

CSM 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
2026 Q1	$1.6M	Buy	16,500 +1,600	+11%	+$160K	0.04%	317
2025 Q4	$1.43M	Hold	14,900	–	–	0.04%	309
2025 Q3	$1.39M	Hold	14,900	–	–	0.04%	319
2025 Q2	$1.33M	Sell	14,900 -2,800	-16%	-$239K	0.04%	297
2025 Q1	$1.45M	Buy	+17,700	New	+$1.43M	0.08%	97

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

CSM Advisors's EFA Position: Q1 2026 in Review

CSM Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 11% in Q1 2026, buying an estimated $160K and bringing the position to 16,500 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #317.

CSM Advisors first reported a position in EFA in Q1 2025 and has held it in 5 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

CSM Advisors held 16,500 shares of iShares MSCI EAFE ETF worth $1.6M as of Q1 2026.
CSM Advisors bought 1,600 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $160K.
iShares MSCI EAFE ETF made up 0.04% of CSM Advisors's portfolio in Q1 2026, its #317 holding.
CSM Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.