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Curi RMB Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Curi RMB Capital’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 		$36.9M Buy
380,408
+11,770
+3% +$1.18M 0.66% 29
2025
Q4 		$35.4M Buy
368,638
+30,613
+9% +$2.9M 0.61% 34
2025
Q3 		$31.6M Sell
338,025
-3,471
-1% -$316K 0.58% 36
2025
Q2 		$30.5M Buy
341,496
+158,673
+87% +$13.5M 0.58% 38
2025
Q1 		$14.9M Sell
182,823
-14,661
-7% -$1.18M 0.37% 81
2024
Q4 		$14.9M Buy
197,484
+10,629
+6% +$842K 0.34% 88
2024
Q3 		$15.6M Sell
186,855
-102,698
-35% -$8.26M 0.35% 82
2024
Q2 		$22.7M Sell
289,553
-10,210
-3% -$809K 0.54% 47
2024
Q1 		$23.9M Buy
299,763
+30,449
+11% +$2.33M 0.55% 50
2023
Q4 		$20.3M Buy
269,314
+10,216
+4% +$722K 0.62% 50
2023
Q3 		$17.9M Sell
259,098
-404
-0.2% -$28.9K 0.61% 56
2023
Q2 		$18.8M Sell
259,502
-9,877
-4% -$717K 0.62% 55
2023
Q1 		$19.3M Buy
269,379
+68,264
+34% +$4.77M 0.67% 48
2022
Q4 		$13.2M Buy
201,115
+115,677
+135% +$7.25M 0.47% 70
2022
Q3 		$4.79M Sell
85,438
-26,992
-24% -$1.68M 0.18% 133
2022
Q2 		$7.03M Sell
112,430
-10,565
-9% -$719K 0.24% 110
2022
Q1 		$9.05M Buy
122,995
+92,556
+304% +$6.92M 0.29% 96
2021
Q4 		$2.4M Buy
30,439
+4,849
+19% +$384K 0.07% 188
2021
Q3 		$2M Buy
25,590
+9,719
+61% +$778K 0.07% 208
2021
Q2 		$1.25M Buy
15,871
+2,717
+21% +$216K 0.04% 258
2021
Q1 		$998K Buy
13,154
+93
+0.7% +$7K 0.04% 266
2020
Q4 		$953K Sell
13,061
-176
-1% -$12K 0.03% 322
2020
Q3 		$843K Sell
13,237
-787
-6% -$50.4K 0.04% 327
2020
Q2 		$854K Sell
14,024
-35,885
-72% -$2.07M 0.04% 318
2020
Q1 		$2.67M Sell
49,909
-22,485
-31% -$1.43M 0.13% 168
2019
Q4 		$5.03M Buy
72,394
+890
+1% +$60.1K 0.14% 167
2019
Q3 		$4.66M Buy
71,504
+28,471
+66% +$1.83M 0.12% 178
2019
Q2 		$2.83M Sell
43,033
-10,801
-20% -$707K 0.07% 263
2019
Q1 		$3.49M Sell
53,834
-381,686
-88% -$24M 0.09% 243
2018
Q4 		$25.6M Buy
435,520
+291,099
+202% +$18.2M 0.65% 23
2018
Q3 		$9.82M Buy
144,421
+56,508
+64% +$3.82M 0.24% 124
2018
Q2 		$5.89M Buy
87,913
+22,022
+33% +$1.54M 0.14% 183
2018
Q1 		$4.59M Sell
65,891
-1,591
-2% -$113K 0.12% 238
2017
Q4 		$4.75M Sell
67,482
-4,274
-6% -$297K 0.12% 234
2017
Q3 		$4.91M Buy
71,756
+39,934
+125% +$2.67M 0.13% 239
2017
Q2 		$2.08M Buy
31,822
+26,022
+449% +$1.68M 0.06% 362
2017
Q1 		$361K Sell
5,800
-4,490
-44% -$271K 0.01% 424
2016
Q4 		$594K Sell
10,290
-28,402
-73% -$1.64M 0.03% 291
2016
Q3 		$2.29M Buy
38,692
+11,508
+42% +$667K 0.12% 181
2016
Q2 		$1.52M Buy
27,184
+2,912
+12% +$168K 0.08% 197
2016
Q1 		$1.39M Sell
24,272
-117,633
-83% -$6.48M 0.09% 198
2015
Q4 		$8.33M Buy
141,905
+104,982
+284% +$6.32M 0.38% 67
2015
Q3 		$2.12M Sell
36,923
-13,782
-27% -$851K 0.14% 167
2015
Q2 		$3.22M Sell
50,705
-17,342
-25% -$1.15M 0.21% 113
2015
Q1 		$4.37M Sell
68,047
-131,738
-66% -$8.29M 0.26% 97
2014
Q4 		$12.2M Sell
199,785
-49,773
-20% -$3.11M 0.74% 38
2014
Q3 		$16M Buy
+249,558
New +$16.6M 0.98% 24

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

Curi RMB Capital's EFA Position: Q1 2026 in Review

Curi RMB Capital increased its iShares MSCI EAFE ETF (EFA) stake by 3.2% in Q1 2026, buying an estimated $1.18M and bringing the position to 380,408 shares worth $36.9M. The position accounts for 0.66% of the portfolio, ranked #29.

Curi RMB Capital first reported a position in EFA in Q3 2014 and has held it in 47 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Curi RMB Capital held 380,408 shares of iShares MSCI EAFE ETF worth $36.9M as of Q1 2026.
  • Curi RMB Capital bought 11,770 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1.18M.
  • iShares MSCI EAFE ETF made up 0.66% of Curi RMB Capital's portfolio in Q1 2026, its #29 holding.
  • Curi RMB Capital first reported a position in iShares MSCI EAFE ETF in Q3 2014 and has held it in 47 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.