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Diversified Portfolios Inc’s iShares MSCI EAFE ETF EFA Stock Holding History

Diversified Portfolios Inc’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 		$1.5M Buy
14,403
+111
+0.8% +$11.4K 0.11% 90
2026
Q1 		$1.39M Buy
14,292
+185
+1% +$18.5K 0.11% 85
2025
Q4 		$1.35M Sell
14,107
-162
-1% -$15.4K 0.11% 83
2025
Q3 		$1.33M Sell
14,269
-303
-2% -$27.5K 0.12% 78
2025
Q2 		$1.3M Buy
14,572
+217
+2% +$18.5K 0.12% 77
2025
Q1 		$1.17M Sell
14,355
-150
-1% -$12.1K 0.12% 79
2024
Q4 		$1.1M Sell
14,505
-18
-0.1% -$1.43K 0.12% 76
2024
Q3 		$1.21M Sell
14,523
-590
-4% -$47.5K 0.14% 71
2024
Q2 		$1.18M Hold
15,113
– – 0.16% 72
2024
Q1 		$1.21M Sell
15,113
-81
-0.5% -$6.2K 0.17% 62
2023
Q4 		$1.14M Sell
15,194
-293
-2% -$20.7K 0.18% 61
2023
Q3 		$1.07M Sell
15,487
-376
-2% -$26.9K 0.2% 57
2023
Q2 		$1.15M Sell
15,863
-1,395
-8% -$101K 0.23% 57
2023
Q1 		$1.23M Buy
17,258
+1,077
+7% +$75.3K 0.27% 53
2022
Q4 		$1.06M Buy
16,181
+2,405
+17% +$151K 0.24% 54
2022
Q3 		$772K Sell
13,776
-494
-3% -$30.8K 0.21% 63
2022
Q2 		$892K Sell
14,270
-842
-6% -$57.3K 0.25% 54
2022
Q1 		$1.11M Buy
15,112
+732
+5% +$54.7K 0.27% 54
2021
Q4 		$1.13M Buy
14,380
+1,657
+13% +$131K 0.27% 50
2021
Q3 		$993K Buy
12,723
+374
+3% +$29.9K 0.27% 45
2021
Q2 		$974K Hold
12,349
– – 0.37% 37
2021
Q1 		$937K Sell
12,349
-618
-5% -$46.5K 0.31% 37
2020
Q4 		$946K Sell
12,967
-471
-4% -$32.2K 0.34% 35
2020
Q3 		$855K Sell
13,438
-401
-3% -$25.7K 0.37% 29
2020
Q2 		$842K Sell
13,839
-657
-5% -$38K 0.4% 28
2020
Q1 		$775K Sell
14,496
-466
-3% -$29.6K 0.43% 29
2019
Q4 		$1.04M Sell
14,962
-173
-1% -$11.7K 0.49% 22
2019
Q3 		$987K Buy
15,135
+401
+3% +$25.8K 0.5% 23
2019
Q2 		$968K Sell
14,734
-164
-1% -$10.7K 0.53% 21
2019
Q1 		$966K Sell
14,898
-220
-1% -$13.9K 0.54% 21
2018
Q4 		$889K Sell
15,118
-53
-0.3% -$3.31K 0.55% 21
2018
Q3 		$1.03M Hold
15,171
– – 0.57% 18
2018
Q2 		$1.02M Sell
15,171
-2,861
-16% -$201K 0.58% 18
2018
Q1 		$1.26M Sell
18,032
-707
-4% -$50.4K 0.72% 16
2017
Q4 		$1.32M Sell
18,739
-7,296
-28% -$507K 0.72% 15
2017
Q3 		$1.78M Sell
26,035
-3,921
-13% -$262K 1.01% 14
2017
Q2 		$1.95M Sell
29,956
-4,873
-14% -$315K 1.16% 14
2017
Q1 		$2.17M Sell
34,829
-11,666
-25% -$705K 1.31% 15
2016
Q4 		$2.68M Sell
46,495
-4,868
-9% -$281K 1.66% 13
2016
Q3 		$3.04M Sell
51,363
-2,810
-5% -$163K 1.9% 14
2016
Q2 		$3.02M Sell
54,173
-9
-0% -$518 1.88% 13
2016
Q1 		$3.1M Sell
54,182
-3,026
-5% -$167K 1.95% 13
2015
Q4 		$3.36M Sell
57,208
-1,661
-3% -$100K 2.14% 13
2015
Q3 		$3.37M Hold
58,869
– – 2.24% 11
2015
Q2 		$3.79M Sell
58,869
-3,758
-6% -$250K 2.39% 11
2015
Q1 		$4.02M Sell
62,627
-3,675
-6% -$231K 2.54% 11
2014
Q4 		$4.03M Buy
+66,302
New +$4.14M 2.39% 11

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Diversified Portfolios Inc's EFA Position: Q2 2026 in Review

Diversified Portfolios Inc increased its iShares MSCI EAFE ETF (EFA) stake by 0.78% in Q2 2026, buying an estimated $11.4K and bringing the position to 14,403 shares worth $1.5M. The position accounts for 0.11% of the portfolio, ranked #90.

Diversified Portfolios Inc first reported a position in EFA in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.03M in Q4 2014. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Diversified Portfolios Inc held 14,403 shares of iShares MSCI EAFE ETF worth $1.5M as of Q2 2026.
  • Diversified Portfolios Inc bought 111 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $11.4K.
  • iShares MSCI EAFE ETF made up 0.11% of Diversified Portfolios Inc's portfolio in Q2 2026, its #90 holding.
  • Diversified Portfolios Inc first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 47 quarters since.
  • Diversified Portfolios Inc's iShares MSCI EAFE ETF position peaked at $4.03M in Q4 2014.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.