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Evensky & Katz’s iShares MSCI EAFE ETF EFA Stock Holding History

Evensky & Katz’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 		$74K Sell
762
-1,507
-66% -$151K ﹤0.01% 70
2025
Q4 		$218K Sell
2,269
-222
-9% -$21.1K 0.01% 64
2025
Q3 		$233K Hold
2,491
– – 0.01% 64
2025
Q2 		$223K Buy
2,491
+41
+2% +$3.5K 0.01% 63
2025
Q1 		$200K Sell
2,450
-377
-13% -$30.4K 0.01% 70
2024
Q4 		$214K Sell
2,827
-712
-20% -$56.4K 0.01% 70
2024
Q3 		$296K Buy
3,539
+490
+16% +$39.4K 0.02% 64
2024
Q2 		$239K Sell
3,049
-1
-0% -$79 0.02% 71
2024
Q1 		$244K Hold
3,050
– – 0.02% 71
2023
Q4 		$230K Buy
3,050
+35
+1% +$2.47K 0.02% 71
2023
Q3 		$208K Hold
3,015
– – 0.02% 69
2023
Q2 		$219K Sell
3,015
-84
-3% -$6.1K 0.02% 67
2023
Q1 		$222K Buy
3,099
+112
+4% +$7.83K 0.02% 65
2022
Q4 		$196K Sell
2,987
-1,718
-37% -$108K 0.02% 67
2022
Q3 		$264K Sell
4,705
-36
-0.8% -$2.24K 0.03% 63
2022
Q2 		$296K Buy
4,741
+85
+2% +$5.79K 0.03% 59
2022
Q1 		$343K Buy
4,656
+1,043
+29% +$78K 0.03% 54
2021
Q4 		$284K Buy
3,613
+63
+2% +$4.99K 0.03% 56
2021
Q3 		$277K Hold
3,550
– – 0.03% 52
2021
Q2 		$280K Sell
3,550
-646
-15% -$51.3K 0.03% 53
2021
Q1 		$318K Sell
4,196
-470
-10% -$35.4K 0.04% 51
2020
Q4 		$340K Sell
4,666
-223
-5% -$15.3K 0.04% 50
2020
Q3 		$311K Sell
4,889
-517
-10% -$33.1K 0.04% 55
2020
Q2 		$329K Buy
5,406
+69
+1% +$3.99K 0.05% 56
2020
Q1 		$285K Sell
5,337
-213
-4% -$13.5K 0.04% 61
2019
Q4 		$385K Sell
5,550
-1,602
-22% -$108K 0.05% 55
2019
Q3 		$466K Buy
7,152
+432
+6% +$27.8K 0.06% 65
2019
Q2 		$442K Buy
6,720
+107
+2% +$7K 0.06% 62
2019
Q1 		$428K Sell
6,613
-30,644
-82% -$1.93M 0.06% 62
2018
Q4 		$2.19M Buy
37,257
+85
+0.2% +$5.31K 0.36% 30
2018
Q3 		$2.53M Buy
37,172
+651
+2% +$44K 0.37% 20
2018
Q2 		$2.44M Sell
36,521
-570
-2% -$40K 0.43% 18
2018
Q1 		$2.58M Sell
37,091
-172
-0.5% -$12.3K 0.45% 18
2017
Q4 		$2.62M Sell
37,263
-121
-0.3% -$8.41K 0.43% 18
2017
Q3 		$2.56M Sell
37,384
-211
-0.6% -$14.1K 0.44% 19
2017
Q2 		$2.45M Sell
37,595
-49
-0.1% -$3.17K 0.44% 17
2017
Q1 		$2.35M Buy
37,644
+1,047
+3% +$63.3K 0.43% 18
2016
Q4 		$2.11M Buy
36,597
+331
+0.9% +$19.1K 0.4% 21
2016
Q3 		$2.14M Sell
36,266
-6,332
-15% -$367K 0.43% 20
2016
Q2 		$2.38M Buy
42,598
+18,494
+77% +$1.06M 0.53% 20
2016
Q1 		$1.38M Sell
24,104
-441
-2% -$24.3K 0.32% 24
2015
Q4 		$1.44M Sell
24,545
-1,042
-4% -$62.8K 0.35% 26
2015
Q3 		$1.47M Sell
25,587
-464
-2% -$28.6K 0.4% 23
2015
Q2 		$1.65M Sell
26,051
-144
-0.5% -$9.59K 0.43% 22
2015
Q1 		$1.68M Buy
26,195
+15,864
+154% +$999K 0.45% 21
2014
Q4 		$628K Sell
10,331
-17,276
-63% -$1.08M 0.19% 25
2014
Q3 		$1.77M Buy
27,607
+17,080
+162% +$1.14M 0.53% 21
2014
Q2 		$719K Buy
10,527
+209
+2% +$14.3K 0.27% 13
2014
Q1 		$693K Sell
10,318
-231
-2% -$15.3K 0.27% 12
2013
Q4 		$707K Sell
10,549
-119
-1% -$7.78K 0.27% 12
2013
Q3 		$680K Buy
10,668
+41
+0.4% +$2.51K 0.28% 12
2013
Q2 		$608K Buy
+10,627
New +$643K 0.27% 12

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

Evensky & Katz's EFA Position: Q1 2026 in Review

Evensky & Katz reduced its iShares MSCI EAFE ETF (EFA) stake by 66% in Q1 2026, selling an estimated $151K and leaving 762 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #70.

Evensky & Katz first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.62M in Q4 2017. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Evensky & Katz held 762 shares of iShares MSCI EAFE ETF worth $74K as of Q1 2026.
  • Evensky & Katz sold 1,507 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $151K.
  • iShares MSCI EAFE ETF made up ﹤0.01% of Evensky & Katz's portfolio in Q1 2026, its #70 holding.
  • Evensky & Katz first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
  • Evensky & Katz's iShares MSCI EAFE ETF position peaked at $2.62M in Q4 2017.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.