Donor Advised Charitable Giving’s iShares MSCI EAFE ETF EFA Stock Holding History
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
NMIMC
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. 2,270 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.
- 2,270 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.