Culbertson A N & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

Culbertson A N & Co’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	$845K	Buy	8,131 +1,273	+19%	+$131K	0.1%	106
2026 Q1	$666K	Hold	6,858	–	–	0.09%	105
2025 Q4	$659K	Hold	6,858	–	–	0.09%	102
2025 Q3	$640K	Hold	6,858	–	–	0.09%	102
2025 Q2	$613K	Sell	6,858 -300	-4%	-$25.6K	0.09%	103
2025 Q1	$585K	Hold	7,158	–	–	0.09%	105
2024 Q4	$541K	Hold	7,158	–	–	0.09%	106
2024 Q3	$599K	Hold	7,158	–	–	0.1%	106
2024 Q2	$561K	Hold	7,158	–	–	0.1%	104
2024 Q1	$572K	Sell	7,158 -1,325	-16%	-$101K	0.1%	104
2023 Q4	$639K	Hold	8,483	–	–	0.12%	100
2023 Q3	$585K	Sell	8,483 -90	-1%	-$6.45K	0.12%	98
2023 Q2	$622K	Sell	8,573 -33	-0.4%	-$2.4K	0.12%	100
2023 Q1	$616K	Sell	8,606 -1,165	-12%	-$81.5K	0.13%	96
2022 Q4	$641K	Buy	9,771 +490	+5%	+$30.7K	0.14%	91
2022 Q3	$519K	Hold	9,281	–	–	0.12%	95
2022 Q2	$579K	Sell	9,281 -50	-0.5%	-$3.4K	0.13%	93
2022 Q1	$686K	Hold	9,331	–	–	0.13%	93
2021 Q4	$734K	Hold	9,331	–	–	0.14%	91
2021 Q3	$727K	Hold	9,331	–	–	0.15%	89
2021 Q2	$736K	Buy	9,331 +100	+1%	+$7.94K	0.15%	91
2021 Q1	$700K	Sell	9,231 -800	-8%	-$60.2K	0.15%	90
2020 Q4	$732K	Sell	10,031 -300	-3%	-$20.5K	0.17%	87
2020 Q3	$658K	Sell	10,331 -1,404	-12%	-$89.8K	0.17%	86
2020 Q2	$714K	Hold	11,735	–	–	0.2%	84
2020 Q1	$627K	Sell	11,735 -2,632	-18%	-$167K	0.2%	81
2019 Q4	$998K	Sell	14,367 -1,026	-7%	-$69.3K	0.26%	80
2019 Q3	$1M	Sell	15,393 -200	-1%	-$12.9K	0.27%	79
2019 Q2	$1.02M	Sell	15,593 -96	-0.6%	-$6.28K	0.28%	76
2019 Q1	$1.02M	Sell	15,689 -615	-4%	-$38.7K	0.29%	75
2018 Q4	$958K	Sell	16,304 -3,106	-16%	-$194K	0.31%	72
2018 Q3	$1.32M	Sell	19,410 -523	-3%	-$35.3K	0.36%	67
2018 Q2	$1.33M	Sell	19,933 -400	-2%	-$28K	0.4%	66
2018 Q1	$1.42M	Sell	20,333 -1,536	-7%	-$110K	0.42%	65
2017 Q4	$1.54M	Sell	21,869 -90	-0.4%	-$6.26K	0.43%	68
2017 Q3	$1.5M	Sell	21,959 -100	-0.5%	-$6.68K	0.46%	64
2017 Q2	$1.44M	Sell	22,059 -551	-2%	-$35.7K	0.46%	62
2017 Q1	$1.41M	Buy	22,610 +100	+0.4%	+$6.04K	0.46%	63
2016 Q4	$1.3M	Sell	22,510 -1,891	-8%	-$109K	0.44%	63
2016 Q3	$1.44M	Sell	24,401 -2,510	-9%	-$146K	0.51%	57
2016 Q2	$1.5M	Sell	26,911 -550	-2%	-$31.6K	0.56%	57
2016 Q1	$1.57M	Sell	27,461 -415	-1%	-$22.9K	0.61%	53
2015 Q4	$1.64M	Buy	27,876 +1,604	+6%	+$96.6K	0.65%	49
2015 Q3	$1.51M	Buy	26,272 +1,591	+6%	+$98.2K	0.64%	49
2015 Q2	$1.57M	Buy	24,681 +1,621	+7%	+$108K	0.61%	52
2015 Q1	$1.48M	Buy	23,060 +2,364	+11%	+$149K	0.59%	53
2014 Q4	$1.26M	Sell	20,696 -1,200	-5%	-$74.9K	0.52%	54
2014 Q3	$1.4M	Sell	21,896 -655	-3%	-$43.7K	0.6%	52
2014 Q2	$1.54M	Sell	22,551 -874	-4%	-$59.9K	0.67%	52
2014 Q1	$1.57M	Sell	23,425 -225	-1%	-$14.9K	0.73%	51
2013 Q4	$1.59M	Buy	23,650 +760	+3%	+$49.7K	0.77%	49
2013 Q3	$1.46M	Buy	22,890 +2,829	+14%	+$173K	0.78%	50
2013 Q2	$1.15M	Buy	+20,061	New	+$1.21M	0.65%	53

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

Culbertson A N & Co's EFA Position: Q2 2026 in Review

Culbertson A N & Co increased its iShares MSCI EAFE ETF (EFA) stake by 19% in Q2 2026, buying an estimated $131K and bringing the position to 8,131 shares worth $845K. The position accounts for 0.1% of the portfolio, ranked #106.

Culbertson A N & Co first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.64M in Q4 2015. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Culbertson A N & Co held 8,131 shares of iShares MSCI EAFE ETF worth $845K as of Q2 2026.
Culbertson A N & Co bought 1,273 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $131K.
iShares MSCI EAFE ETF made up 0.1% of Culbertson A N & Co's portfolio in Q2 2026, its #106 holding.
Culbertson A N & Co first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
Culbertson A N & Co's iShares MSCI EAFE ETF position peaked at $1.64M in Q4 2015.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.