Dearborn Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Dearborn Partners’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
2025 Q2	–	Sell	-2,842	Closed	-$232K	–	265
2025 Q1	$232K	Hold	2,842	–	–	0.01%	236
2024 Q4	$215K	Hold	2,842	–	–	0.01%	252
2024 Q3	$238K	Sell	2,842 -620	-18%	-$49.9K	0.01%	249
2024 Q2	$271K	Buy	3,462 +213	+7%	+$16.9K	0.01%	225
2024 Q1	$259K	Buy	3,249 +280	+9%	+$21.4K	0.01%	231
2023 Q4	$224K	Hold	2,969	–	–	0.01%	244
2023 Q3	$205K	Sell	2,969 -1,350	-31%	-$96.7K	0.01%	231
2023 Q2	$313K	Hold	4,319	–	–	0.01%	187
2023 Q1	$309K	Buy	4,319 +222	+5%	+$15.5K	0.01%	186
2022 Q4	$269K	Sell	4,097 -946	-19%	-$59.3K	0.01%	207
2022 Q3	$282K	Buy	5,043 +296	+6%	+$18.4K	0.01%	192
2022 Q2	$297K	Hold	4,747	–	–	0.01%	198
2022 Q1	$349K	Sell	4,747 -1,414	-23%	-$106K	0.01%	192
2021 Q4	$485K	Sell	6,161 -300	-5%	-$23.8K	0.02%	176
2021 Q3	$504K	Hold	6,461	–	–	0.02%	162
2021 Q2	$510K	Buy	6,461 +245	+4%	+$19.5K	0.02%	158
2021 Q1	$472K	Sell	6,216 -1,066	-15%	-$80.3K	0.02%	160
2020 Q4	$531K	Sell	7,282 -770	-10%	-$52.7K	0.02%	146
2020 Q3	$513K	Buy	8,052 +2,657	+49%	+$170K	0.03%	134
2020 Q2	$328K	Buy	5,395 +100	+2%	+$5.78K	0.02%	167
2020 Q1	$283K	Sell	5,295 -150	-3%	-$9.52K	0.02%	176
2019 Q4	$378K	Sell	5,445 -350	-6%	-$23.6K	0.02%	169
2019 Q3	$378K	Sell	5,795 -132	-2%	-$8.51K	0.02%	150
2019 Q2	$390K	Hold	5,927	–	–	0.02%	140
2019 Q1	$384K	Sell	5,927 -1,075	-15%	-$67.7K	0.03%	131
2018 Q4	$412K	Sell	7,002 -768	-10%	-$48K	0.03%	131
2018 Q3	$528K	Sell	7,770 -300	-4%	-$20.3K	0.04%	119
2018 Q2	$540K	Buy	8,070 +1,000	+14%	+$70.1K	0.04%	104
2018 Q1	$493K	Hold	7,070	–	–	0.04%	108
2017 Q4	$497K	Buy	7,070 +200	+3%	+$13.9K	0.04%	112
2017 Q3	$470K	Hold	6,870	–	–	0.03%	114
2017 Q2	$448K	Sell	6,870 -2,250	-25%	-$146K	0.03%	115
2017 Q1	$568K	Sell	9,120 -250	-3%	-$15.1K	0.04%	105
2016 Q4	$541K	Sell	9,370 -1,000	-10%	-$57.7K	0.05%	107
2016 Q3	$613K	Sell	10,370 -200	-2%	-$11.6K	0.05%	112
2016 Q2	$590K	Sell	10,570 -50	-0.5%	-$2.88K	0.05%	112
2016 Q1	$607K	Hold	10,620	–	–	0.06%	110
2015 Q4	$624K	Sell	10,620 -1,875	-15%	-$113K	0.06%	140
2015 Q3	$716K	Sell	12,495 -60	-0.5%	-$3.7K	0.07%	138
2015 Q2	$797K	Buy	12,555 +4,800	+62%	+$320K	0.08%	138
2015 Q1	$498K	Hold	7,755	–	–	0.04%	212
2014 Q4	$472K	Hold	7,755	–	–	0.04%	218
2014 Q3	$497K	Hold	7,755	–	–	0.05%	211
2014 Q2	$530K	Sell	7,755 -200	-3%	-$13.7K	0.05%	207
2014 Q1	$535K	Sell	7,955 -950	-11%	-$62.8K	0.06%	200
2013 Q4	$597K	Sell	8,905 -3,600	-29%	-$235K	0.07%	193
2013 Q3	$798K	Buy	12,505 +670	+6%	+$41.1K	0.1%	170
2013 Q2	$678K	Buy	+11,835	New	+$716K	0.1%	179

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dearborn Partners's EFA Position: Q2 2025 in Review

Dearborn Partners sold out of iShares MSCI EAFE ETF (EFA) in Q2 2025, closing a stake of 2,842 shares — an estimated $232K sold.

Dearborn Partners first reported a position in EFA in Q2 2013 and held it in 48 quarters. The position peaked at $798K in Q3 2013. 2,024 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

Dearborn Partners reported no remaining iShares MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Dearborn Partners sold 2,842 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $232K.
Dearborn Partners first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 48 quarters.
Dearborn Partners's iShares MSCI EAFE ETF position peaked at $798K in Q3 2013.
2,024 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Dearborn Partners's 13F filing for Q2 2025, filed 14 Aug 2025.