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Financial Insights’s iShares MSCI EAFE ETF EFA Stock Holding History

Financial Insights’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 		$404K Buy
4,158
+103
+3% +$10.3K 0.13% 91
2025
Q4 		$389K Hold
4,055
– – 0.13% 87
2025
Q3 		$379K Sell
4,055
-89
-2% -$8.09K 0.13% 86
2025
Q2 		$370K Sell
4,144
-603
-13% -$51.5K 0.14% 81
2025
Q1 		$388K Buy
4,747
+427
+10% +$34.4K 0.15% 70
2024
Q4 		$327K Sell
4,320
-10,745
-71% -$851K 0.12% 80
2024
Q3 		$1.26M Sell
15,065
-16,279
-52% -$1.31M 0.4% 42
2024
Q2 		$2.46M Buy
31,344
+1,398
+5% +$111K 0.68% 30
2024
Q1 		$2.39M Buy
29,946
+25,881
+637% +$1.98M 0.67% 31
2023
Q4 		$306K Buy
4,065
+894
+28% +$63.2K 0.1% 130
2023
Q3 		$212K Sell
3,171
-759
-19% -$54.4K 0.08% 142
2023
Q2 		$285K Sell
3,930
-877
-18% -$63.7K 0.1% 134
2023
Q1 		$344K Sell
4,807
-24
-0.5% -$1.68K 0.14% 119
2022
Q4 		$317K Sell
4,831
-266
-5% -$16.7K 0.15% 114
2022
Q3 		$286K Sell
5,097
-250
-5% -$15.6K 0.19% 97
2022
Q2 		$334K Sell
5,347
-970
-15% -$66K 0.34% 58
2022
Q1 		$465K Buy
6,317
+967
+18% +$72.3K 0.43% 44
2021
Q4 		$421K Buy
5,350
+352
+7% +$27.9K 0.36% 47
2021
Q3 		$390K Buy
4,998
+283
+6% +$22.6K 0.36% 51
2021
Q2 		$3.72M Buy
4,715
+388
+9% +$30.8K 0.31% 51
2021
Q1 		$328K Buy
4,327
+87
+2% +$6.55K 0.24% 57
2020
Q4 		$309K Buy
4,240
+152
+4% +$10.4K 0.24% 54
2020
Q3 		$260K Buy
4,088
+1,915
+88% +$123K 0.22% 59
2020
Q2 		$244 Sell
2,173
-1,817
-46% -$105K 0.22% 62
2020
Q1 		$213K Buy
3,990
+111
+3% +$7.04K 0.22% 66
2019
Q4 		$269K Hold
3,879
– – 0.24% 62
2019
Q3 		$253K Hold
3,879
– – 0.24% 62
2019
Q2 		$242K Sell
3,879
-100
-3% -$6.54K 0.25% 57
2019
Q1 		$266K Hold
3,979
– – 0.28% 49
2018
Q4 		$249K Buy
+3,979
New +$249K 0.28% 47

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

Financial Insights's EFA Position: Q1 2026 in Review

Financial Insights increased its iShares MSCI EAFE ETF (EFA) stake by 2.5% in Q1 2026, buying an estimated $10.3K and bringing the position to 4,158 shares worth $404K. The position accounts for 0.13% of the portfolio, ranked #91.

Financial Insights first reported a position in EFA in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.72M in Q2 2021. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Financial Insights held 4,158 shares of iShares MSCI EAFE ETF worth $404K as of Q1 2026.
  • Financial Insights bought 103 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $10.3K.
  • iShares MSCI EAFE ETF made up 0.13% of Financial Insights's portfolio in Q1 2026, its #91 holding.
  • Financial Insights first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • Financial Insights's iShares MSCI EAFE ETF position peaked at $3.72M in Q2 2021.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.