Envestnet Asset Management’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 | $638M | Buy |
6,571,755
+597,836
| +10% | +$59.8M | 0.17% | 100 |
|
|
2025
Q4 | $574M | Sell |
5,973,919
-449,855
| -7% | -$42.7M | 0.17% | 96 |
|
|
2025
Q3 | $600M | Buy |
6,423,774
+7,963
| +0.1% | +$724K | 0.17% | 97 |
|
|
2025
Q2 | $574M | Buy |
6,415,811
+176,415
| +3% | +$15.1M | 0.17% | 106 |
|
|
2025
Q1 | $510M | Sell |
6,239,396
-1,187,146
| -16% | -$95.7M | 0.16% | 106 |
|
|
2024
Q4 | $562M | Sell |
7,426,542
-1,124,438
| -13% | -$89.1M | 0.18% | 97 |
|
|
2024
Q3 | $715M | Sell |
8,550,980
-214,475
| -2% | -$17.3M | 0.23% | 78 |
|
|
2024
Q2 | $687M | Buy |
8,765,455
+2,179,857
| +33% | +$173M | 0.24% | 73 |
|
|
2024
Q1 | $526M | Sell |
6,585,598
-251,693
| -4% | -$19.3M | 0.2% | 92 |
|
|
2023
Q4 | $515M | Sell |
6,837,291
-378,889
| -5% | -$26.8M | 0.21% | 83 |
|
|
2023
Q3 | $497M | Sell |
7,216,180
-168,714
| -2% | -$12.1M | 0.23% | 76 |
|
|
2023
Q2 | $535M | Sell |
7,384,894
-27,379,788
| -79% | -$1.99B | 0.24% | 70 |
|
|
2023
Q1 | $485M | Buy |
34,764,682
+26,386,589
| +315% | +$1.85B | 0.23% | 74 |
|
|
2022
Q4 | $550M | Buy |
8,378,093
+595,046
| +8% | +$37.3M | 0.28% | 64 |
|
|
2022
Q3 | $436M | Buy |
7,783,047
+307,120
| +4% | +$19.1M | 0.25% | 73 |
|
|
2022
Q2 | $467M | Sell |
7,475,927
-2,943,159
| -28% | -$200M | 0.26% | 73 |
|
|
2022
Q1 | $767M | Sell |
10,419,086
-188,380
| -2% | -$14.1M | 0.39% | 43 |
|
|
2021
Q4 | $835M | Buy |
10,607,466
+3,417,965
| +48% | +$271M | 0.41% | 43 |
|
|
2021
Q3 | $561M | Sell |
7,189,501
-800,470
| -10% | -$64M | 0.31% | 61 |
|
|
2021
Q2 | $630M | Sell |
7,989,971
-1,880,722
| -19% | -$149M | 0.36% | 50 |
|
|
2021
Q1 | $749M | Sell |
9,870,693
-655,916
| -6% | -$49.4M | 0.49% | 42 |
|
|
2020
Q4 | $768M | Sell |
10,526,609
-296,051
| -3% | -$20.2M | 0.58% | 36 |
|
|
2020
Q3 | $689M | Sell |
10,822,660
-351,700
| -3% | -$22.5M | 0.61% | 34 |
|
|
2020
Q2 | $680M | Sell |
11,174,360
-2,125,413
| -16% | -$123M | 0.67% | 31 |
|
|
2020
Q1 | $711M | Buy |
13,299,773
+713,348
| +6% | +$45.3M | 0.84% | 27 |
|
|
2019
Q4 | $874M | Buy |
12,586,425
+301,484
| +2% | +$20.4M | 0.92% | 21 |
|
|
2019
Q3 | $801M | Sell |
12,284,941
-142,658
| -1% | -$9.19M | 0.88% | 25 |
|
|
2019
Q2 | $817M | Sell |
12,427,599
-621,320
| -5% | -$40.7M | 1.03% | 19 |
|
|
2019
Q1 | $846M | Sell |
13,048,919
-3,620,594
| -22% | -$228M | 1.16% | 17 |
|
|
2018
Q4 | $980M | Buy |
16,669,513
+7,132,385
| +75% | +$445M | 1.52% | 10 |
|
|
2018
Q3 | $648M | Buy |
9,537,128
+1,856,482
| +24% | +$125M | 1.12% | 24 |
|
|
2018
Q2 | $514M | Sell |
7,680,646
-66,418
| -0.9% | -$4.66M | 1.17% | 21 |
|
|
2018
Q1 | $547M | Buy |
7,747,064
+33,716
| +0.4% | +$2.4M | 1.55% | 15 |
|
|
2017
Q4 | $542M | Buy |
7,713,348
+332,883
| +5% | +$23.1M | 1.21% | 19 |
|
|
2017
Q3 | $505M | Buy |
7,380,465
+205,448
| +3% | +$13.7M | 1.21% | 20 |
|
|
2017
Q2 | $468M | Buy |
7,175,017
+1,238,299
| +21% | +$80.1M | 1.29% | 20 |
|
|
2017
Q1 | $370M | Buy |
5,936,718
+338,544
| +6% | +$20.5M | 1.18% | 22 |
|
|
2016
Q4 | $323M | Sell |
5,598,174
-269,950
| -5% | -$15.6M | 1.17% | 21 |
|
|
2016
Q3 | $347M | Buy |
5,868,124
+421,404
| +8% | +$24.4M | 1.34% | 16 |
|
|
2016
Q2 | $304M | Buy |
5,446,720
+135,008
| +3% | +$7.77M | 1.21% | 14 |
|
|
2016
Q1 | $304M | Sell |
5,311,712
-755,758
| -12% | -$41.7M | 1.31% | 14 |
|
|
2015
Q4 | $356M | Buy |
6,067,470
+551,475
| +10% | +$33.2M | 1.62% | 9 |
|
|
2015
Q3 | $316M | Sell |
5,515,995
-1,008,819
| -15% | -$62.3M | 1.57% | 10 |
|
|
2015
Q2 | $414M | Buy |
6,524,814
+1,070,152
| +20% | +$71.3M | 1.97% | 1 |
|
|
2015
Q1 | $350M | Buy |
5,454,662
+2,289,479
| +72% | +$144M | 1.81% | 5 |
|
|
2014
Q4 | $193M | Sell |
3,165,183
-1,448,243
| -31% | -$90.4M | 1.96% | 7 |
|
|
2014
Q3 | $296M | Sell |
4,613,426
-59,409
| -1% | -$3.96M | 2.98% | 1 |
|
|
2014
Q2 | $319M | Buy |
4,672,835
+586,023
| +14% | +$40.2M | 3.32% | 1 |
|
|
2014
Q1 | $275M | Sell |
4,086,812
-58,677
| -1% | -$3.88M | 3.04% | 1 |
|
|
2013
Q4 | $278M | Buy |
4,145,489
+280,312
| +7% | +$18.3M | 3.19% | 1 |
|
|
2013
Q3 | $247M | Buy |
3,865,177
+908,909
| +31% | +$55.7M | 3.01% | 2 |
|
|
2013
Q2 | $169M | Buy |
+2,956,268
| New | +$179M | 2.19% | 4 |
|
Other funds holding EFA
NMIMC
Envestnet Asset Management's EFA Position: Q1 2026 in Review
Envestnet Asset Management increased its iShares MSCI EAFE ETF (EFA) stake by 10% in Q1 2026, buying an estimated $59.8M and bringing the position to 6,571,755 shares worth $638M. The position accounts for 0.17% of the portfolio, ranked #100.
Envestnet Asset Management first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $980M in Q4 2018. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Envestnet Asset Management held 6,571,755 shares of iShares MSCI EAFE ETF worth $638M as of Q1 2026.
- Envestnet Asset Management bought 597,836 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $59.8M.
- iShares MSCI EAFE ETF made up 0.17% of Envestnet Asset Management's portfolio in Q1 2026, its #100 holding.
- Envestnet Asset Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
- Envestnet Asset Management's iShares MSCI EAFE ETF position peaked at $980M in Q4 2018.
- 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.