Douglass Winthrop Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Douglass Winthrop Advisors’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	$2.25M	Sell	23,147 -2,726	-11%	-$273K	0.04%	109
2025 Q4	$2.48M	Buy	25,873 +1,610	+7%	+$153K	0.04%	108
2025 Q3	$2.27M	Buy	24,263 +16,322	+206%	+$1.48M	0.04%	111
2025 Q2	$710K	Sell	7,941 -6,504	-45%	-$555K	0.01%	165
2025 Q1	$1.18M	Buy	14,445 +6,873	+91%	+$554K	0.02%	131
2024 Q4	$573K	Hold	7,572	–	–	0.01%	194
2024 Q3	$633K	Hold	7,572	–	–	0.01%	186
2024 Q2	$593K	Buy	7,572 +72	+1%	+$5.7K	0.01%	178
2024 Q1	$599K	Sell	7,500 -985	-12%	-$75.3K	0.01%	175
2023 Q4	$639K	Sell	8,485 -986	-10%	-$69.7K	0.01%	154
2023 Q3	$653K	Buy	+9,471	New	+$678K	0.02%	141
2022 Q2	–	Sell	-2,956	Closed	-$218K	–	263
2022 Q1	$218K	Hold	2,956	–	–	0.01%	253
2021 Q4	$233K	Buy	+2,956	New	+$234K	0.01%	254
2019 Q1	–	Sell	-8,031	Closed	-$472K	–	244
2018 Q4	$472K	Hold	8,031	–	–	0.02%	165
2018 Q3	$546K	Hold	8,031	–	–	0.02%	160
2018 Q2	$538K	Buy	+8,031	New	+$563K	0.02%	190

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Douglass Winthrop Advisors's EFA Position: Q1 2026 in Review

Douglass Winthrop Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 11% in Q1 2026, selling an estimated $273K and leaving 23,147 shares worth $2.25M. The position accounts for 0.04% of the portfolio, ranked #109.

Douglass Winthrop Advisors first reported a position in EFA in Q2 2018 and has held it in 16 quarters since. The position peaked at $2.48M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Douglass Winthrop Advisors held 23,147 shares of iShares MSCI EAFE ETF worth $2.25M as of Q1 2026.
Douglass Winthrop Advisors sold 2,726 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $273K.
iShares MSCI EAFE ETF made up 0.04% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #109 holding.
Douglass Winthrop Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2018 and has held it in 16 quarters since.
Douglass Winthrop Advisors's iShares MSCI EAFE ETF position peaked at $2.48M in Q4 2025.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.