FMI
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F/M Investments’s iShares MSCI EAFE ETF EFA Stock Holding History

F/M Investments’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 		– Sell
-168,222
Closed -$16.2M – 363
2025
Q4 		$16.2M Sell
168,222
-4,244
-2% -$403K 0.61% 32
2025
Q3 		$16.1M Buy
172,466
+121
+0.1% +$11K 0.62% 29
2025
Q2 		$15.4M Sell
172,345
-8,268
-5% -$706K 0.56% 32
2025
Q1 		$14.8M Sell
180,613
-1,196
-0.7% -$96.4K 0.59% 32
2024
Q4 		$13.7M Sell
181,809
-100,883
-36% -$7.99M 0.51% 37
2024
Q3 		$23.6M Hold
282,692
– – 0.74% 21
2024
Q2 		$22.1M Buy
+282,692
New +$22.4M 0.8% 21

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

F/M Investments's EFA Position: Q1 2026 in Review

F/M Investments sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 168,222 shares — an estimated $16.2M sold.

F/M Investments first reported a position in EFA in Q2 2024 and held it in 7 quarters. The position peaked at $23.6M in Q3 2024. 2,212 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • F/M Investments reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • F/M Investments sold 168,222 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $16.2M.
  • F/M Investments first reported a position in iShares MSCI EAFE ETF in Q2 2024 and held it in 7 quarters.
  • F/M Investments's iShares MSCI EAFE ETF position peaked at $23.6M in Q3 2024.
  • 2,212 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.