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EFG Asset Management (Americas)’s iShares MSCI EAFE ETF EFA Stock Holding History

EFG Asset Management (Americas)’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
2025
Q3 		$3.19M Sell
34,200
-1,109
-3% -$101K 0.55% 59
2025
Q2 		$3.16M Buy
35,309
+7,711
+28% +$658K 0.58% 54
2025
Q1 		$2.26M Buy
27,598
+655
+2% +$52.8K 0.46% 68
2024
Q4 		$2.04M Buy
26,943
+135
+0.5% +$10.7K 0.4% 81
2024
Q3 		$2.24M Buy
26,808
+241
+0.9% +$19.4K 0.44% 70
2024
Q2 		$2.08M Buy
26,567
+31
+0.1% +$2.46K 0.41% 70
2024
Q1 		$2.12M Buy
26,536
+13,194
+99% +$1.01M 0.64% 45
2023
Q4 		$1.01M Buy
13,342
+1,710
+15% +$121K 0.22% 100
2023
Q3 		$802K Hold
11,632
– – 0.19% 102
2023
Q2 		$843K Hold
11,632
– – 0.2% 99
2023
Q1 		$832K Buy
11,632
+107
+0.9% +$7.48K 0.2% 96
2022
Q4 		$757K Buy
11,525
+455
+4% +$28.5K 0.19% 99
2022
Q3 		$620K Sell
11,070
-3,127
-22% -$195K 0.16% 104
2022
Q2 		$887K Buy
14,197
+37
+0.3% +$2.52K 0.21% 95
2022
Q1 		$1.04M Buy
14,160
+81
+0.6% +$6.06K 0.19% 89
2021
Q4 		$1.11M Sell
14,079
-3,115
-18% -$247K 0.19% 90
2021
Q3 		$1.34M Hold
17,194
– – 0.24% 83
2021
Q2 		$1.36M Buy
17,194
+772
+5% +$61.3K 0.25% 86
2021
Q1 		$1.25M Sell
16,422
-4,670
-22% -$352K 0.25% 84
2020
Q4 		$1.54M Buy
21,092
+1,411
+7% +$96.5K 0.31% 81
2020
Q3 		$1.25M Hold
19,681
– – 0.28% 84
2020
Q2 		$1.2M Hold
19,681
– – 0.31% 84
2020
Q1 		$1.05M Sell
19,681
-211
-1% -$13.4K 0.34% 82
2019
Q4 		$1.38M Sell
19,892
-418
-2% -$28.2K 0.36% 80
2019
Q3 		$1.32M Sell
20,310
-3,546
-15% -$229K 0.4% 72
2019
Q2 		$1.57M Sell
23,856
-10,305
-30% -$674K 0.45% 73
2019
Q1 		$2.22M Buy
34,161
+4,687
+16% +$295K 0.67% 59
2018
Q4 		$1.73M Buy
29,474
+5,411
+22% +$338K 0.62% 63
2018
Q3 		$1.64M Sell
24,063
-266
-1% -$18K 0.47% 69
2018
Q2 		$1.63M Buy
24,329
+4,326
+22% +$303K 0.49% 64
2018
Q1 		$1.39M Sell
20,003
-2,468
-11% -$176K 0.58% 46
2017
Q4 		$1.58M Buy
22,471
+11,784
+110% +$819K 0.57% 47
2017
Q3 		$732K Sell
10,687
-3,731
-26% -$249K 0.28% 69
2017
Q2 		$940K Sell
14,418
-5,785
-29% -$374K 0.35% 70
2017
Q1 		$1.26M Buy
20,203
+9,764
+94% +$590K 0.49% 61
2016
Q4 		$603K Buy
10,439
+1,573
+18% +$90.7K 0.26% 78
2016
Q3 		$524K Hold
8,866
– – 0.22% 75
2016
Q2 		$495K Sell
8,866
-4,954
-36% -$285K 0.23% 71
2016
Q1 		$790K Hold
13,820
– – 0.4% 52
2015
Q4 		$812K Hold
13,820
– – 0.5% 49
2015
Q3 		$792K Sell
13,820
-741
-5% -$45.7K 0.49% 50
2015
Q2 		$970K Buy
14,561
+13,820
+1,865% +$920K 0.6% 27
2015
Q1 		$48K Sell
741
-1,749
-70% -$110K 0.04% 107
2014
Q4 		$151K Buy
2,490
+617
+33% +$38.5K 0.09% 108
2014
Q3 		$120K Buy
+1,873
New +$125K 0.12% 58

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EFG Asset Management (Americas)'s EFA Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its iShares MSCI EAFE ETF (EFA) stake by 3.1% in Q3 2025, selling an estimated $101K and leaving 34,200 shares worth $3.19M. The position accounts for 0.55% of the portfolio, ranked #59.

EFG Asset Management (Americas) first reported a position in EFA in Q3 2014 and has held it in 45 quarters since. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • EFG Asset Management (Americas) held 34,200 shares of iShares MSCI EAFE ETF worth $3.19M as of Q3 2025.
  • EFG Asset Management (Americas) sold 1,109 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $101K.
  • iShares MSCI EAFE ETF made up 0.55% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #59 holding.
  • EFG Asset Management (Americas) first reported a position in iShares MSCI EAFE ETF in Q3 2014 and has held it in 45 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.