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Dimension Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Dimension Capital 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 		$14.3M Buy
147,640
+29,653
+25% +$2.97M 2.01% 14
2025
Q4 		$11.3M Buy
117,987
+9,555
+9% +$906K 1.59% 12
2025
Q3 		$10.1M Buy
108,432
+2,787
+3% +$253K 1.46% 13
2025
Q2 		$9.44M Sell
105,645
-2,051
-2% -$175K 1.46% 13
2025
Q1 		$8.8M Buy
107,696
+1,480
+1% +$119K 1.56% 14
2024
Q4 		$8.03M Sell
106,216
-49
-0% -$3.88K 1.29% 17
2024
Q3 		$8.89M Buy
106,265
+5,644
+6% +$454K 1.65% 14
2024
Q2 		$7.88M Buy
100,621
+1,046
+1% +$82.9K 1.6% 15
2024
Q1 		$7.95M Sell
99,575
-53,063
-35% -$4.06M 1.59% 15
2023
Q4 		$11.5M Buy
152,638
+10,196
+7% +$721K 2.39% 10
2023
Q3 		$9.82M Sell
142,442
-2,548
-2% -$183K 2.29% 11
2023
Q2 		$10.5M Sell
144,990
-3,014
-2% -$219K 2.28% 11
2023
Q1 		$10.6M Buy
148,004
+494
+0.3% +$34.6K 2.42% 11
2022
Q4 		$9.68M Buy
147,510
+3,455
+2% +$216K 2.26% 11
2022
Q3 		$8.07M Sell
144,055
-1,058
-0.7% -$65.9K 1.95% 12
2022
Q2 		$9.06M Buy
145,113
+2,876
+2% +$196K 2.04% 12
2022
Q1 		$10.5M Buy
142,237
+8,421
+6% +$630K 1.95% 11
2021
Q4 		$10.5M Buy
133,816
+17,430
+15% +$1.38M 1.98% 11
2021
Q3 		$9.08M Sell
116,386
-8,536
-7% -$683K 1.87% 11
2021
Q2 		$9.85M Sell
124,922
-214
-0.2% -$17K 2.14% 10
2021
Q1 		$9.49M Buy
125,136
+1,557
+1% +$117K 2.23% 11
2020
Q4 		$9.02M Buy
123,579
+324
+0.3% +$22.2K 2.57% 9
2020
Q3 		$7.85M Sell
123,255
-1,960
-2% -$125K 2.45% 8
2020
Q2 		$7.62M Sell
125,215
-35,047
-22% -$2.03M 2.43% 8
2020
Q1 		$8.57M Buy
160,262
+1,491
+0.9% +$94.6K 3.11% 8
2019
Q4 		$11M Buy
158,771
+4,293
+3% +$290K 3.23% 7
2019
Q3 		$10.1M Buy
154,478
+15
+0% +$967 3.44% 5
2019
Q2 		$10.2M Sell
154,463
-69,119
-31% -$4.52M 3.43% 5
2019
Q1 		$14.5M Sell
223,582
-7,669
-3% -$483K 6.17% 4
2018
Q4 		$13.6M Buy
231,251
+1,767
+0.8% +$110K 6.64% 3
2018
Q3 		$15.6M Buy
229,484
+76,492
+50% +$5.17M 7.5% 3
2018
Q2 		$10.2M Buy
152,992
+11,853
+8% +$831K 5.63% 4
2018
Q1 		$9.84M Buy
141,139
+41,806
+42% +$2.98M 5.5% 4
2017
Q4 		$6.98M Sell
99,333
-22,629
-19% -$1.57M 4.39% 9
2017
Q3 		$8.35M Buy
121,962
+39,782
+48% +$2.66M 2.61% 10
2017
Q2 		$5.36M Buy
82,180
+68,310
+493% +$4.42M 1.75% 12
2017
Q1 		$864K Hold
13,870
– – 0.3% 20
2016
Q4 		$801K Buy
+13,870
New +$800K 0.28% 18

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

Dimension Capital Management's EFA Position: Q1 2026 in Review

Dimension Capital Management increased its iShares MSCI EAFE ETF (EFA) stake by 25% in Q1 2026, buying an estimated $2.97M and bringing the position to 147,640 shares worth $14.3M. The position accounts for 2.01% of the portfolio, ranked #14.

Dimension Capital Management first reported a position in EFA in Q4 2016 and has held it in 38 quarters since. The position peaked at $15.6M in Q3 2018. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Dimension Capital Management held 147,640 shares of iShares MSCI EAFE ETF worth $14.3M as of Q1 2026.
  • Dimension Capital Management bought 29,653 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $2.97M.
  • iShares MSCI EAFE ETF made up 2.01% of Dimension Capital Management's portfolio in Q1 2026, its #14 holding.
  • Dimension Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 38 quarters since.
  • Dimension Capital Management's iShares MSCI EAFE ETF position peaked at $15.6M in Q3 2018.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

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