Empirical Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Empirical Asset Management’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 Q1	$1.02M	Buy	10,513 +798	+8%	+$79.8K	0.27%	99
2025 Q4	$933K	Buy	9,715 +126	+1%	+$12K	0.26%	105
2025 Q3	$895K	Buy	9,589 +737	+8%	+$67K	0.25%	112
2025 Q2	$791K	Buy	8,852 +1,292	+17%	+$110K	0.24%	119
2025 Q1	$618K	Buy	7,560 +2,447	+48%	+$197K	0.21%	143
2024 Q4	$387K	Hold	5,113	–	–	0.13%	196
2024 Q3	$428K	Buy	5,113 +4	+0.1%	+$322	0.15%	186
2024 Q2	$400K	Buy	5,109 +176	+4%	+$13.9K	0.15%	194
2024 Q1	$394K	Sell	4,933 -3,725	-43%	-$285K	0.19%	151
2023 Q4	$652K	Buy	8,658 +66	+0.8%	+$4.67K	0.53%	64
2023 Q3	$592K	Hold	8,592	–	–	0.52%	66
2023 Q2	$623K	Buy	8,592 +117	+1%	+$8.5K	0.55%	63
2023 Q1	$606K	Sell	8,475 -109	-1%	-$7.62K	0.58%	61
2022 Q4	$563K	Sell	8,584 -168	-2%	-$10.5K	0.59%	55
2022 Q3	$490K	Sell	8,752 -490	-5%	-$30.5K	0.53%	69
2022 Q2	$578K	Buy	9,242 +139	+2%	+$9.46K	0.61%	50
2022 Q1	$670K	Buy	9,103 +12	+0.1%	+$898	0.64%	50
2021 Q4	$715K	Buy	+9,091	New	+$720K	0.69%	45

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Empirical Asset Management's EFA Position: Q1 2026 in Review

Empirical Asset Management increased its iShares MSCI EAFE ETF (EFA) stake by 8.2% in Q1 2026, buying an estimated $79.8K and bringing the position to 10,513 shares worth $1.02M. The position accounts for 0.27% of the portfolio, ranked #99.

Empirical Asset Management first reported a position in EFA in Q4 2021 and has held it in 18 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Empirical Asset Management held 10,513 shares of iShares MSCI EAFE ETF worth $1.02M as of Q1 2026.
Empirical Asset Management bought 798 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $79.8K.
iShares MSCI EAFE ETF made up 0.27% of Empirical Asset Management's portfolio in Q1 2026, its #99 holding.
Empirical Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.