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 Q2	$2.1M	Buy	20,200 +3,700	+22%	+$381K	0.04%	305
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 $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

CSM Advisors's EFA Position: Q2 2026 in Review

CSM Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 22% in Q2 2026, buying an estimated $381K and bringing the position to 20,200 shares worth $2.1M. The position accounts for 0.04% of the portfolio, ranked #305.

CSM Advisors first reported a position in EFA in Q1 2025 and has held it in 6 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

CSM Advisors held 20,200 shares of iShares MSCI EAFE ETF worth $2.1M as of Q2 2026.
CSM Advisors bought 3,700 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $381K.
iShares MSCI EAFE ETF made up 0.04% of CSM Advisors's portfolio in Q2 2026, its #305 holding.
CSM Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.