EH
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Equitable Holdings’s iShares MSCI EAFE ETF EFA Stock Holding History

Equitable Holdings’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 		$20.9M Buy
442,789
+45,402
+11% +$4.54M 0.13% 150
2025
Q4 		$38.2M Sell
397,387
-73,828
-16% -$7M 0.26% 83
2025
Q3 		$44M Buy
471,215
+13,507
+3% +$1.23M 0.32% 65
2025
Q2 		$40.9M Buy
457,708
+35,905
+9% +$3.07M 0.34% 64
2025
Q1 		$34.5M Buy
421,803
+1,790
+0.4% +$144K 0.33% 69
2024
Q4 		$31.8M Buy
420,013
+72,333
+21% +$5.73M 0.3% 75
2024
Q3 		$29.1M Buy
347,680
+21,397
+7% +$1.72M 0.28% 77
2024
Q2 		$25.6M Buy
326,283
+109,331
+50% +$8.66M 0.27% 79
2024
Q1 		$17.3M Buy
216,952
+2,653
+1% +$203K 0.2% 97
2023
Q4 		$16.1M Buy
214,299
+10,677
+5% +$755K 0.2% 96
2023
Q3 		$14M Buy
203,622
+43,558
+27% +$3.12M 0.2% 98
2023
Q2 		$11.6M Buy
160,064
+21,307
+15% +$1.55M 0.17% 110
2023
Q1 		$9.92M Buy
138,757
+3,037
+2% +$212K 0.16% 107
2022
Q4 		$8.91M Buy
135,720
+8,669
+7% +$543K 0.16% 106
2022
Q3 		$7.12M Sell
127,051
-1,548
-1% -$96.5K 0.14% 115
2022
Q2 		$8.04M Sell
128,599
-2,632
-2% -$179K 0.15% 105
2022
Q1 		$9.66M Sell
131,231
-9,921
-7% -$742K 0.16% 100
2021
Q4 		$11.1M Sell
141,152
-62,465
-31% -$4.95M 0.17% 90
2021
Q3 		$15.9M Buy
203,617
+57,961
+40% +$4.64M 0.27% 64
2021
Q2 		$11.5M Buy
145,656
+12,877
+10% +$1.02M 0.2% 76
2021
Q1 		$10.1M Buy
132,779
+71,119
+115% +$5.36M 0.21% 78
2020
Q4 		$4.5M Sell
61,660
-5,082
-8% -$348K 0.1% 132
2020
Q3 		$4.25M Buy
66,742
+10,162
+18% +$650K 0.11% 121
2020
Q2 		$3.44M Sell
56,580
-4,360
-7% -$252K 0.1% 128
2020
Q1 		$3.26M Sell
60,940
-57,177
-48% -$3.63M 0.12% 114
2019
Q4 		$8.2M Buy
+118,117
New +$7.98M 0.24% 70

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

Equitable Holdings's EFA Position: Q1 2026 in Review

Equitable Holdings increased its iShares MSCI EAFE ETF (EFA) stake by 11% in Q1 2026, buying an estimated $4.54M and bringing the position to 442,789 shares worth $20.9M. The position accounts for 0.13% of the portfolio, ranked #150.

Equitable Holdings first reported a position in EFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $44M in Q3 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Equitable Holdings held 442,789 shares of iShares MSCI EAFE ETF worth $20.9M as of Q1 2026.
  • Equitable Holdings bought 45,402 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $4.54M.
  • iShares MSCI EAFE ETF made up 0.13% of Equitable Holdings's portfolio in Q1 2026, its #150 holding.
  • Equitable Holdings first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's iShares MSCI EAFE ETF position peaked at $44M in Q3 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.