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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 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. 2,265 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.
2,265 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.