Eldridge 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 | $335K | Hold |
3,452
| – | – | 0.07% | 130 |
|
|
2025
Q4 | $332K | Hold |
3,452
| – | – | 0.07% | 133 |
|
|
2025
Q3 | $322K | Sell |
3,452
-1,054
| -23% | -$95.8K | 0.07% | 135 |
|
|
2025
Q2 | $403K | Hold |
4,506
| – | – | 0.08% | 120 |
|
|
2025
Q1 | $368K | Hold |
4,506
| – | – | 0.08% | 126 |
|
|
2024
Q4 | $341K | Buy |
4,506
+250
| +6% | +$19.8K | 0.08% | 124 |
|
|
2024
Q3 | $356K | Hold |
4,256
| – | – | 0.08% | 125 |
|
|
2024
Q2 | $333K | Buy |
4,256
+487
| +13% | +$38.6K | 0.08% | 120 |
|
|
2024
Q1 | $301K | Hold |
3,769
| – | – | 0.08% | 128 |
|
|
2023
Q4 | $284K | Hold |
3,769
| – | – | 0.07% | 126 |
|
|
2023
Q3 | $260K | Sell |
3,769
-35
| -0.9% | -$2.51K | 0.09% | 123 |
|
|
2023
Q2 | $276K | Hold |
3,804
| – | – | 0.09% | 118 |
|
|
2023
Q1 | $272K | Buy |
3,804
+235
| +7% | +$16.4K | 0.09% | 119 |
|
|
2022
Q4 | $234K | Sell |
3,569
-200
| -5% | -$12.5K | 0.08% | 123 |
|
|
2022
Q3 | $211K | Hold |
3,769
| – | – | 0.08% | 125 |
|
|
2022
Q2 | $236K | Hold |
3,769
| – | – | 0.09% | 114 |
|
|
2022
Q1 | $277K | Hold |
3,769
| – | – | 0.09% | 107 |
|
|
2021
Q4 | $297K | Sell |
3,769
-98
| -3% | -$7.76K | 0.1% | 106 |
|
|
2021
Q3 | $302K | Hold |
3,867
| – | – | 0.11% | 98 |
|
|
2021
Q2 | $305K | Buy |
3,867
+167
| +5% | +$13.3K | 0.11% | 91 |
|
|
2021
Q1 | $281K | Hold |
3,700
| – | – | 0.11% | 96 |
|
|
2020
Q4 | $270K | Sell |
3,700
-77
| -2% | -$5.27K | 0.11% | 91 |
|
|
2020
Q3 | $240K | Hold |
3,777
| – | – | 0.11% | 90 |
|
|
2020
Q2 | $230K | Buy |
3,777
+1
| +0% | +$58 | 0.11% | 90 |
|
|
2020
Q1 | $202K | Sell |
3,776
-1,781
| -32% | -$113K | 0.11% | 86 |
|
|
2019
Q4 | $386K | Sell |
5,557
-992
| -15% | -$67K | 0.19% | 66 |
|
|
2019
Q3 | $427K | Sell |
6,549
-1,575
| -19% | -$101K | 0.22% | 59 |
|
|
2019
Q2 | $534K | Sell |
8,124
-690
| -8% | -$45.2K | 0.28% | 50 |
|
|
2019
Q1 | $572K | Buy |
8,814
+20
| +0.2% | +$1.26K | 0.31% | 45 |
|
|
2018
Q4 | $517K | Sell |
8,794
-340
| -4% | -$21.2K | 0.32% | 46 |
|
|
2018
Q3 | $621K | Sell |
9,134
-100
| -1% | -$6.75K | 0.4% | 35 |
|
|
2018
Q2 | $618K | Sell |
9,234
-128
| -1% | -$8.97K | 0.44% | 31 |
|
|
2018
Q1 | $652K | Sell |
9,362
-2,880
| -24% | -$205K | 0.49% | 29 |
|
|
2017
Q4 | $865K | Buy |
+12,242
| New | +$851K | 0.67% | 26 |
|
Other funds holding EFA
NMIMC
Eldridge Investment Advisors's EFA Position: Q1 2026 in Review
Eldridge Investment Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 3,452 shares worth $335K. The position accounts for 0.07% of the portfolio, ranked #130.
Eldridge Investment Advisors first reported a position in EFA in Q4 2017 and has held it in 34 quarters since. The position peaked at $865K in Q4 2017. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Eldridge Investment Advisors held 3,452 shares of iShares MSCI EAFE ETF worth $335K as of Q1 2026.
- Eldridge Investment Advisors left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
- iShares MSCI EAFE ETF made up 0.07% of Eldridge Investment Advisors's portfolio in Q1 2026, its #130 holding.
- Eldridge Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 34 quarters since.
- Eldridge Investment Advisors's iShares MSCI EAFE ETF position peaked at $865K in Q4 2017.
- 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.