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Donor Advised Charitable Giving’s iShares MSCI EAFE ETF EFA Stock Holding History

Donor Advised Charitable Giving’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 		$741K Sell
7,132
-335
-4% -$34.5K 0.02% 20
2026
Q1 		$725K Sell
7,467
-1,177
-14% -$118K 0.02% 19
2025
Q4 		$830K Buy
8,644
+55
+0.6% +$5.22K 0.02% 19
2025
Q3 		$802K Sell
8,589
-77
-0.9% -$7K 0.02% 25
2025
Q2 		$775K Sell
8,666
-474
-5% -$40.5K 0.02% 25
2025
Q1 		$747K Buy
9,140
+112
+1% +$9.03K 0.02% 24
2024
Q4 		$683K Buy
9,028
+234
+3% +$18.5K 0.02% 26
2024
Q3 		$735K Sell
8,794
-126
-1% -$10.1K 0.02% 22
2024
Q2 		$699K Buy
8,920
+204
+2% +$16.2K 0.02% 24
2024
Q1 		$696K Buy
8,716
+129
+2% +$9.87K 0.02% 19
2023
Q4 		$647K Buy
8,587
+1,675
+24% +$118K 0.03% 21
2023
Q3 		$476K Sell
6,912
-70
-1% -$5.01K 0.03% 17
2023
Q2 		$506K Sell
6,982
-1,535
-18% -$111K 0.03% 19
2023
Q1 		$609K Buy
8,517
+1,553
+22% +$109K 0.06% 24
2022
Q4 		$457K Sell
6,964
-743
-10% -$46.5K 0.08% 28
2022
Q3 		$432K Hold
7,707
– – 0.09% 26
2022
Q2 		$482K Buy
7,707
+39
+0.5% +$2.65K 0.08% 26
2022
Q1 		$564K Buy
7,668
+1,947
+34% +$146K 0.06% 28
2021
Q4 		$450K Sell
5,721
-124
-2% -$9.82K 0.04% 27
2021
Q3 		$456K Sell
5,845
-208
-3% -$16.6K 0.08% 29
2021
Q2 		$477K Sell
6,053
-566
-9% -$45K 0.05% 89
2021
Q1 		$502K Sell
6,619
-634
-9% -$47.7K 0.05% 84
2020
Q4 		$529K Buy
7,253
+376
+5% +$25.7K 0.07% 80
2020
Q3 		$438K Buy
6,877
+2,855
+71% +$183K 0.13% 28
2020
Q2 		$245K Buy
4,022
+43
+1% +$2.49K 0.09% 48
2020
Q1 		$213K Hold
3,979
– – 0.11% 48
2019
Q4 		$276K Sell
3,979
-481
-11% -$32.5K 0.15% 44
2019
Q3 		$291K Sell
4,460
-1,573
-26% -$101K 0.23% 40
2019
Q2 		$397K Buy
6,033
+337
+6% +$22.1K 0.32% 27
2019
Q1 		$369K Buy
+5,696
New +$359K 0.31% 21
2018
Q4 		– Sell
-3,349
Closed -$228K – 21
2018
Q3 		$228K Buy
3,349
+312
+10% +$21.1K 0.17% 16
2018
Q2 		$203K Buy
3,037
+8
+0.3% +$561 0.16% 14
2018
Q1 		$211K Buy
+3,029
New +$216K 0.16% 15

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Donor Advised Charitable Giving's EFA Position: Q2 2026 in Review

Donor Advised Charitable Giving reduced its iShares MSCI EAFE ETF (EFA) stake by 4.5% in Q2 2026, selling an estimated $34.5K and leaving 7,132 shares worth $741K. The position accounts for 0.02% of the portfolio, ranked #20.

Donor Advised Charitable Giving first reported a position in EFA in Q1 2018 and has held it in 33 quarters since. The position peaked at $830K in Q4 2025. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Donor Advised Charitable Giving held 7,132 shares of iShares MSCI EAFE ETF worth $741K as of Q2 2026.
  • Donor Advised Charitable Giving sold 335 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $34.5K.
  • iShares MSCI EAFE ETF made up 0.02% of Donor Advised Charitable Giving's portfolio in Q2 2026, its #20 holding.
  • Donor Advised Charitable Giving first reported a position in iShares MSCI EAFE ETF in Q1 2018 and has held it in 33 quarters since.
  • Donor Advised Charitable Giving's iShares MSCI EAFE ETF position peaked at $830K in Q4 2025.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2026, filed 24 Jul 2026.