EFS
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Essex Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Essex Financial Services’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 		$868K Buy
8,941
+330
+4% +$33K 0.05% 319
2025
Q4 		$827K Buy
8,611
+934
+12% +$88.6K 0.05% 334
2025
Q3 		$717K Buy
7,677
+19
+0.2% +$1.73K 0.04% 339
2025
Q2 		$685K Buy
7,658
+1,621
+27% +$138K 0.04% 346
2025
Q1 		$493K Buy
6,037
+1,633
+37% +$132K 0.04% 383
2024
Q4 		$333K Buy
4,404
+66
+2% +$5.23K 0.02% 463
2024
Q3 		$349K Sell
4,338
-3,863
-47% -$311K 0.03% 453
2024
Q2 		$632K Buy
8,201
+2,832
+53% +$224K 0.05% 322
2024
Q1 		$429K Sell
5,369
-1,214
-18% -$92.9K 0.04% 357
2023
Q4 		$496K Buy
6,583
+257
+4% +$18.2K 0.05% 308
2023
Q3 		$436K Sell
6,326
-319
-5% -$22.9K 0.05% 308
2023
Q2 		$482K Buy
6,645
+878
+15% +$63.8K 0.05% 288
2023
Q1 		$412K Buy
5,767
+137
+2% +$9.58K 0.04% 321
2022
Q4 		$369K Buy
5,630
+2
+0% +$125 0.04% 333
2022
Q3 		$315K Buy
5,628
+125
+2% +$7.79K 0.04% 332
2022
Q2 		$344K Sell
5,503
-136
-2% -$9.26K 0.04% 328
2022
Q1 		$415K Sell
5,639
-100
-2% -$7.48K 0.04% 314
2021
Q4 		$452K Buy
5,739
+98
+2% +$7.76K 0.04% 304
2021
Q3 		$440K Buy
5,641
+605
+12% +$48.4K 0.05% 285
2021
Q2 		$382K Hold
5,036
– – 0.06% 274
2021
Q1 		$382K Buy
5,036
+1,138
+29% +$85.7K 0.07% 223
2020
Q4 		$284K Buy
3,898
+145
+4% +$9.92K 0.06% 250
2020
Q3 		$239K Buy
+3,753
New +$240K 0.06% 243
2018
Q4 		– Sell
-4,491
Closed -$305K – 260
2018
Q3 		$305K Buy
+4,491
New +$303K 0.07% 219
2018
Q2 		– Sell
-30,168
Closed -$2.1M – 295
2018
Q1 		$2.1M Buy
+30,168
New +$2.15M 0.41% 63
2017
Q3 		– Sell
-20,595
Closed -$1.34M – 294
2017
Q2 		$1.34M Buy
20,595
+4,962
+32% +$321K 0.28% 94
2017
Q1 		$974K Buy
15,633
+7,262
+87% +$439K 0.22% 111
2016
Q4 		$483K Buy
8,371
+2,360
+39% +$136K 0.1% 180
2016
Q3 		$355K Sell
6,011
-989
-14% -$57.3K 0.08% 217
2016
Q2 		$391K Buy
7,000
+469
+7% +$27K 0.09% 201
2016
Q1 		$373K Sell
6,531
-1,056
-14% -$58.2K 0.09% 206
2015
Q4 		$445K Buy
7,587
+1,117
+17% +$67.3K 0.11% 187
2015
Q3 		$371K Hold
6,470
– – 0.1% 210
2015
Q2 		$411K Sell
6,470
-2,475
-28% -$165K 0.11% 201
2015
Q1 		$574K Buy
8,945
+3,354
+60% +$211K 0.15% 162
2014
Q4 		$340K Hold
5,591
– – 0.09% 219
2014
Q3 		$358K Buy
5,591
+463
+9% +$30.9K 0.11% 199
2014
Q2 		$351K Sell
5,128
-463
-8% -$31.7K 0.11% 205
2014
Q1 		$376K Buy
5,591
+717
+15% +$47.4K 0.12% 184
2013
Q4 		$327K Sell
4,874
-627
-11% -$41K 0.11% 192
2013
Q3 		$351 Sell
5,501
-55
-1% -$3.37K 0.11% 169
2013
Q2 		$318K Buy
+5,556
New +$336K 0.11% 181

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

Essex Financial Services's EFA Position: Q1 2026 in Review

Essex Financial Services increased its iShares MSCI EAFE ETF (EFA) stake by 3.8% in Q1 2026, buying an estimated $33K and bringing the position to 8,941 shares worth $868K. The position accounts for 0.05% of the portfolio, ranked #319.

Essex Financial Services first reported a position in EFA in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.1M in Q1 2018. 2,201 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Essex Financial Services held 8,941 shares of iShares MSCI EAFE ETF worth $868K as of Q1 2026.
  • Essex Financial Services bought 330 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $33K.
  • iShares MSCI EAFE ETF made up 0.05% of Essex Financial Services's portfolio in Q1 2026, its #319 holding.
  • Essex Financial Services first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 42 quarters since.
  • Essex Financial Services's iShares MSCI EAFE ETF position peaked at $2.1M in Q1 2018.
  • 2,201 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.