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Essex Savings Bank’s iShares MSCI EAFE ETF EFA Stock Holding History

Essex Savings Bank’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
Q2 		$867K Sell
8,348
-71
-0.8% -$7.3K 0.19% 114
2026
Q1 		$818K Buy
8,419
+303
+4% +$30.3K 0.18% 115
2025
Q4 		$779K Buy
8,116
+154
+2% +$14.6K 0.17% 117
2025
Q3 		$743K Sell
7,962
-2,000
-20% -$182K 0.17% 116
2025
Q2 		$890K Sell
9,962
-67
-0.7% -$5.72K 0.21% 101
2025
Q1 		$820K Sell
10,029
-561
-5% -$45.2K 0.2% 106
2024
Q4 		$801K Sell
10,590
-221
-2% -$17.5K 0.2% 105
2024
Q3 		$904K Buy
10,811
+270
+3% +$21.7K 0.23% 98
2024
Q2 		$826K Buy
10,541
+2,884
+38% +$228K 0.22% 98
2024
Q1 		$577K Hold
7,657
– – 0.17% 124
2023
Q4 		$577K Buy
7,657
+401
+6% +$28.3K 0.17% 124
2023
Q3 		$500K Buy
7,256
+1,297
+22% +$92.9K 0.17% 119
2023
Q2 		$432K Sell
5,959
-122
-2% -$8.86K 0.14% 134
2023
Q1 		$435K Sell
6,081
-272
-4% -$19K 0.15% 137
2022
Q4 		$417K Sell
6,353
-61
-1% -$3.82K 0.15% 138
2022
Q3 		$359K Sell
6,414
-41
-0.6% -$2.56K 0.14% 141
2022
Q2 		$404K Hold
6,455
– – 0.15% 134
2022
Q1 		$475K Sell
6,455
-442
-6% -$33.1K 0.16% 126
2021
Q4 		$543K Hold
6,897
– – 0.18% 120
2021
Q3 		$556K Sell
6,897
-31
-0.4% -$2.48K 0.2% 113
2021
Q2 		$560K Sell
6,928
-28
-0.4% -$2.22K 0.22% 109
2021
Q1 		$515K Sell
6,956
-595
-8% -$44.8K 0.23% 106
2020
Q4 		$551K Sell
7,551
-1,322
-15% -$90.4K 0.25% 99
2020
Q3 		$564K Buy
8,873
+476
+6% +$30.5K 0.28% 90
2020
Q2 		$511K Sell
8,397
-2,875
-26% -$166K 0.3% 84
2020
Q1 		$602K Sell
11,272
-32,238
-74% -$2.05M 0.43% 65
2019
Q4 		$3.02M Sell
43,510
-209
-0.5% -$14.1K 1.54% 11
2019
Q3 		$2.85M Sell
43,719
-3,050
-7% -$197K 1.51% 12
2019
Q2 		$3.07M Buy
46,769
+37,962
+431% +$2.48M 1.08% 16
2019
Q1 		$571K Sell
8,807
-1,026
-10% -$64.6K 0.32% 71
2018
Q4 		$578K Buy
+9,833
New +$614K 0.36% 68

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Essex Savings Bank's EFA Position: Q2 2026 in Review

Essex Savings Bank reduced its iShares MSCI EAFE ETF (EFA) stake by 0.84% in Q2 2026, selling an estimated $7.3K and leaving 8,348 shares worth $867K. The position accounts for 0.19% of the portfolio, ranked #114.

Essex Savings Bank first reported a position in EFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.07M in Q2 2019. 1,541 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Essex Savings Bank held 8,348 shares of iShares MSCI EAFE ETF worth $867K as of Q2 2026.
  • Essex Savings Bank sold 71 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $7.3K.
  • iShares MSCI EAFE ETF made up 0.19% of Essex Savings Bank's portfolio in Q2 2026, its #114 holding.
  • Essex Savings Bank first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • Essex Savings Bank's iShares MSCI EAFE ETF position peaked at $3.07M in Q2 2019.
  • 1,541 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.