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Destination Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Destination Wealth Management’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 		$63.9M Buy
657,616
+239,831
+57% +$24M 1.66% 20
2025
Q4 		$40.1M Buy
417,785
+1,751
+0.4% +$166K 1.05% 31
2025
Q3 		$38.8M Sell
416,034
-2,733
-0.7% -$248K 1.07% 29
2025
Q2 		$37.4M Sell
418,767
-13,582
-3% -$1.16M 1.1% 28
2025
Q1 		$35.3M Sell
432,349
-4,427
-1% -$357K 1.11% 29
2024
Q4 		$33M Buy
436,776
+5,421
+1% +$429K 1.03% 32
2024
Q3 		$36.1M Buy
431,355
+2,775
+0.6% +$223K 1.12% 28
2024
Q2 		$33.6M Sell
428,580
-5,569
-1% -$441K 1.11% 30
2024
Q1 		$34.7M Buy
434,149
+8,272
+2% +$633K 1.15% 30
2023
Q4 		$32.1M Sell
425,877
-4,927
-1% -$348K 1.11% 29
2023
Q3 		$29.7M Buy
430,804
+6,015
+1% +$431K 1.15% 29
2023
Q2 		$30.8M Sell
424,789
-2,300
-0.5% -$167K 1.15% 29
2023
Q1 		$30.5M Sell
427,089
-7,116
-2% -$498K 1.16% 30
2022
Q4 		$28.5M Sell
434,205
-10,971
-2% -$687K 1.13% 29
2022
Q3 		$24.9M Buy
445,176
+24,743
+6% +$1.54M 1.05% 30
2022
Q2 		$26.3M Buy
420,433
+4,249
+1% +$289K 1.06% 31
2022
Q1 		$30.6M Buy
416,184
+5,517
+1% +$413K 1.14% 27
2021
Q4 		$32.3M Buy
410,667
+6,461
+2% +$512K 1.14% 30
2021
Q3 		$31.5M Buy
404,206
+10,768
+3% +$862K 1.22% 26
2021
Q2 		$31M Buy
393,438
+2,106
+0.5% +$167K 1.2% 28
2021
Q1 		$29.7M Buy
391,332
+6,003
+2% +$452K 1.23% 27
2020
Q4 		$28.1M Sell
385,329
-1,256
-0.3% -$85.9K 1.22% 28
2020
Q3 		$24.6M Sell
386,585
-4,328
-1% -$277K 1.25% 28
2020
Q2 		$23.8M Sell
390,913
-13,544
-3% -$783K 1.29% 28
2020
Q1 		$21.6M Sell
404,457
-95,836
-19% -$6.08M 1.33% 26
2019
Q4 		$34.7M Buy
500,293
+3,480
+0.7% +$235K 1.77% 15
2019
Q3 		$32.4M Buy
496,813
+16,026
+3% +$1.03M 1.75% 15
2019
Q2 		$31.6M Buy
480,787
+22,430
+5% +$1.47M 1.74% 16
2019
Q1 		$29.7M Buy
458,357
+34,858
+8% +$2.2M 1.67% 16
2018
Q4 		$24.9M Sell
423,499
-6,311
-1% -$394K 1.5% 22
2018
Q3 		$29.2M Buy
429,810
+35,505
+9% +$2.4M 1.63% 16
2018
Q2 		$26.4M Buy
394,305
+13,648
+4% +$957K 1.59% 15
2018
Q1 		$26.5M Buy
380,657
+8,703
+2% +$621K 1.61% 16
2017
Q4 		$26.2M Sell
371,954
-6,789
-2% -$472K 1.59% 18
2017
Q3 		$25.9M Sell
378,743
-16,472
-4% -$1.1M 1.66% 16
2017
Q2 		$25.8M Sell
395,215
-176,600
-31% -$11.4M 1.72% 14
2017
Q1 		$35.6M Buy
571,815
+61,109
+12% +$3.69M 2.45% 10
2016
Q4 		$29.5M Buy
510,706
+175
+0% +$10.1K 2.17% 12
2016
Q3 		$30.2M Buy
510,531
+22,971
+5% +$1.33M 2.33% 10
2016
Q2 		$27.2M Buy
487,560
+189,647
+64% +$10.9M 2.24% 10
2016
Q1 		$17.5M Hold
297,913
– – 1.68% 17
2015
Q4 		$17.5M Buy
297,913
+228,405
+329% +$13.8M 1.68% 17
2015
Q3 		$3.98M Sell
69,508
-86,843
-56% -$5.36M 0.44% 51
2015
Q2 		$9.93M Buy
156,351
+108,804
+229% +$7.24M 0.66% 42
2015
Q1 		$3.05M Sell
47,547
-2,536
-5% -$160K 0.33% 44
2014
Q4 		$3.05M Sell
50,083
-522
-1% -$32.6K 0.31% 47
2014
Q3 		$3.25M Buy
50,605
+786
+2% +$52.4K 0.34% 47
2014
Q2 		$3.41M Buy
49,819
+1,597
+3% +$109K 0.35% 52
2014
Q1 		$3.24M Buy
48,222
+5,014
+12% +$331K 0.35% 51
2013
Q4 		$2.9M Buy
43,208
+955
+2% +$62.4K 0.3% 52
2013
Q3 		$2.69M Buy
42,253
+1,143
+3% +$70K 0.31% 52
2013
Q2 		$2.35M Buy
+41,110
New +$2.49M 0.29% 53

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

Destination Wealth Management's EFA Position: Q1 2026 in Review

Destination Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 57% in Q1 2026, buying an estimated $24M and bringing the position to 657,616 shares worth $63.9M. The position accounts for 1.66% of the portfolio, ranked #20.

Destination Wealth Management first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Destination Wealth Management held 657,616 shares of iShares MSCI EAFE ETF worth $63.9M as of Q1 2026.
  • Destination Wealth Management bought 239,831 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $24M.
  • iShares MSCI EAFE ETF made up 1.66% of Destination Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Destination Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.