Dumont & Blake Investment Advisors’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
Q1 | $4.14M | Sell |
42,662
-2,361
| -5% | -$236K | 1.04% | 22 |
|
|
2025
Q4 | $4.32M | Sell |
45,023
-1,026
| -2% | -$97.3K | 1.04% | 21 |
|
|
2025
Q3 | $4.3M | Buy |
46,049
+57
| +0.1% | +$5.18K | 1.04% | 21 |
|
|
2025
Q2 | $4.11M | Buy |
45,992
+90
| +0.2% | +$7.68K | 1.07% | 18 |
|
|
2025
Q1 | $3.75M | Sell |
45,902
-25
| -0.1% | -$2.02K | 1.05% | 18 |
|
|
2024
Q4 | $3.47M | Sell |
45,927
-26
| -0.1% | -$2.06K | 0.93% | 21 |
|
|
2024
Q3 | $3.84M | Sell |
45,953
-46,019
| -50% | -$3.7M | 1.02% | 15 |
|
|
2024
Q2 | $7.2M | Buy |
91,972
+46,480
| +102% | +$3.68M | 1.02% | 17 |
|
|
2024
Q1 | $3.63M | Sell |
45,492
-707
| -2% | -$54.1K | 1.05% | 15 |
|
|
2023
Q4 | $3.48M | Sell |
46,199
-586
| -1% | -$41.4K | 1.08% | 16 |
|
|
2023
Q3 | $3.22M | Buy |
46,785
+232
| +0.5% | +$16.6K | 1.09% | 15 |
|
|
2023
Q2 | $3.38M | Buy |
46,553
+121
| +0.3% | +$8.79K | 1.1% | 14 |
|
|
2023
Q1 | $3.32M | Sell |
46,432
-370
| -0.8% | -$25.9K | 1.13% | 15 |
|
|
2022
Q4 | $3.07M | Sell |
46,802
-754
| -2% | -$47.2K | 1.09% | 15 |
|
|
2022
Q3 | $2.66M | Sell |
47,556
-491
| -1% | -$30.6K | 1% | 18 |
|
|
2022
Q2 | $3M | Buy |
48,047
+509
| +1% | +$34.6K | 0.98% | 22 |
|
|
2022
Q1 | $3.5M | Buy |
47,538
+1,300
| +3% | +$97.2K | 0.96% | 19 |
|
|
2021
Q4 | $3.64M | Buy |
46,238
+1,500
| +3% | +$119K | 0.95% | 20 |
|
|
2021
Q3 | $3.49M | Buy |
44,738
+930
| +2% | +$74.4K | 1% | 20 |
|
|
2021
Q2 | $3.46M | Buy |
43,808
+259
| +0.6% | +$20.6K | 0.98% | 22 |
|
|
2021
Q1 | $3.3M | Buy |
43,549
+1,457
| +3% | +$110K | 1.01% | 18 |
|
|
2020
Q4 | $3.07M | Buy |
42,092
+1,558
| +4% | +$107K | 1.05% | 17 |
|
|
2020
Q3 | $2.58M | Buy |
40,534
+1,692
| +4% | +$108K | 0.98% | 20 |
|
|
2020
Q2 | $2.36M | Buy |
38,842
+1,433
| +4% | +$82.9K | 0.99% | 21 |
|
|
2020
Q1 | $2M | Sell |
37,409
-1,333
| -3% | -$84.6K | 1.03% | 23 |
|
|
2019
Q4 | $2.69M | Buy |
38,742
+2,743
| +8% | +$185K | 1.06% | 21 |
|
|
2019
Q3 | $2.35M | Buy |
35,999
+1,615
| +5% | +$104K | 0.99% | 21 |
|
|
2019
Q2 | $2.26M | Buy |
34,384
+389
| +1% | +$25.5K | 0.94% | 24 |
|
|
2019
Q1 | $2.21M | Sell |
33,995
-210
| -0.6% | -$13.2K | 0.93% | 26 |
|
|
2018
Q4 | $2.01M | Sell |
34,205
-3,178
| -9% | -$198K | 0.94% | 25 |
|
|
2018
Q3 | $2.54M | Buy |
37,383
+3,965
| +12% | +$268K | 0.99% | 24 |
|
|
2018
Q2 | $2.24M | Buy |
33,418
+1,976
| +6% | +$139K | 0.94% | 26 |
|
|
2018
Q1 | $2.19M | Buy |
31,442
+786
| +3% | +$56K | 0.93% | 26 |
|
|
2017
Q4 | $2.15M | Buy |
30,656
+1,015
| +3% | +$70.6K | 0.87% | 30 |
|
|
2017
Q3 | $2.03M | Buy |
29,641
+565
| +2% | +$37.8K | 0.87% | 31 |
|
|
2017
Q2 | $1.9M | Buy |
29,076
+1,195
| +4% | +$77.3K | 0.84% | 30 |
|
|
2017
Q1 | $1.74M | Buy |
27,881
+625
| +2% | +$37.8K | 0.78% | 35 |
|
|
2016
Q4 | $1.57M | Sell |
27,256
-490
| -2% | -$28.3K | 0.74% | 39 |
|
|
2016
Q3 | $1.64M | Sell |
27,746
-732
| -3% | -$42.4K | 0.81% | 35 |
|
|
2016
Q2 | $1.59M | Sell |
28,478
-368
| -1% | -$21.2K | 0.8% | 37 |
|
|
2016
Q1 | $1.65M | Sell |
28,846
-693
| -2% | -$38.2K | 0.85% | 35 |
|
|
2015
Q4 | $1.74M | Sell |
29,539
-545
| -2% | -$32.8K | 0.88% | 30 |
|
|
2015
Q3 | $1.72M | Sell |
30,084
-595
| -2% | -$36.7K | 0.93% | 31 |
|
|
2015
Q2 | $1.95M | Sell |
30,679
-280
| -0.9% | -$18.6K | 0.95% | 27 |
|
|
2015
Q1 | $1.99M | Buy |
30,959
+365
| +1% | +$23K | 0.96% | 26 |
|
|
2014
Q4 | $1.86M | Hold |
30,594
| – | – | 0.92% | 30 |
|
|
2014
Q3 | $1.96M | Buy |
30,594
+349
| +1% | +$23.3K | 1.01% | 28 |
|
|
2014
Q2 | $2.07M | Buy |
30,245
+808
| +3% | +$55.4K | 1.04% | 27 |
|
|
2014
Q1 | $1.98M | Buy |
29,437
+1,821
| +7% | +$120K | 1.03% | 27 |
|
|
2013
Q4 | $1.85M | Sell |
27,616
-15,059
| -35% | -$984K | 0.96% | 30 |
|
|
2013
Q3 | $2.72M | Buy |
42,675
+1,360
| +3% | +$83.3K | 1.29% | 13 |
|
|
2013
Q2 | $2.37M | Buy |
+41,315
| New | +$2.5M | 1.42% | 13 |
|
Other funds holding EFA
NMIMC
Dumont & Blake Investment Advisors's EFA Position: Q1 2026 in Review
Dumont & Blake Investment Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 5.2% in Q1 2026, selling an estimated $236K and leaving 42,662 shares worth $4.14M. The position accounts for 1.04% of the portfolio, ranked #22.
Dumont & Blake Investment Advisors first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.2M in Q2 2024. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Dumont & Blake Investment Advisors held 42,662 shares of iShares MSCI EAFE ETF worth $4.14M as of Q1 2026.
- Dumont & Blake Investment Advisors sold 2,361 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $236K.
- iShares MSCI EAFE ETF made up 1.04% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #22 holding.
- Dumont & Blake Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
- Dumont & Blake Investment Advisors's iShares MSCI EAFE ETF position peaked at $7.2M in Q2 2024.
- 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.