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Easterly Investment Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Easterly Investment Partners’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 		$788K Buy
7,581
+1,450
+24% +$149K 0.04% 202
2026
Q1 		$596K Sell
6,131
-2,500
-29% -$250K 0.05% 132
2025
Q4 		$829K Hold
8,631
– – 0.05% 162
2025
Q3 		$806K Hold
8,631
– – 0.05% 161
2025
Q2 		$772K Hold
8,631
– – 0.06% 162
2025
Q1 		$705K Sell
8,631
-3,830
-31% -$309K 0.06% 152
2024
Q4 		$942K Hold
12,461
– – 0.07% 152
2024
Q3 		$1.04M Hold
12,461
– – 0.08% 158
2024
Q2 		$976K Sell
12,461
-610
-5% -$48.3K 0.09% 146
2024
Q1 		$1.04M Sell
13,071
-1
-0% -$76 0.08% 154
2023
Q4 		$985K Hold
13,072
– – 0.11% 135
2023
Q3 		$901K Hold
13,072
– – 0.1% 134
2023
Q2 		$948K Hold
13,072
– – 0.08% 147
2023
Q1 		$935K Hold
13,072
– – 0.08% 145
2022
Q4 		$858K Buy
13,072
+1
+0% +$63 0.07% 144
2022
Q3 		$732K Hold
13,071
– – 0.07% 142
2022
Q2 		$817K Hold
13,071
– – 0.07% 142
2022
Q1 		$962K Buy
13,071
+1,386
+12% +$104K 0.07% 140
2021
Q4 		$919K Buy
+11,685
New +$925K 0.07% 142

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Easterly Investment Partners's EFA Position: Q2 2026 in Review

Easterly Investment Partners increased its iShares MSCI EAFE ETF (EFA) stake by 24% in Q2 2026, buying an estimated $149K and bringing the position to 7,581 shares worth $788K. The position accounts for 0.04% of the portfolio, ranked #202.

Easterly Investment Partners first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.04M in Q1 2024. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Easterly Investment Partners held 7,581 shares of iShares MSCI EAFE ETF worth $788K as of Q2 2026.
  • Easterly Investment Partners bought 1,450 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $149K.
  • iShares MSCI EAFE ETF made up 0.04% of Easterly Investment Partners's portfolio in Q2 2026, its #202 holding.
  • Easterly Investment Partners first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Easterly Investment Partners's iShares MSCI EAFE ETF position peaked at $1.04M in Q1 2024.
  • 806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.