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Freestone Capital Holdings’s iShares MSCI EAFE ETF EFA Stock Holding History

Freestone Capital Holdings’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 		$136K Buy
+1,400
New +$140K ﹤0.01% 530

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

Freestone Capital Holdings's EFA Position: Q1 2026 in Review

Freestone Capital Holdings reduced its iShares MSCI EAFE ETF (EFA) stake by 10% in Q1 2026, selling an estimated $1.31M and leaving 112,561 shares worth $10.9M. The position accounts for 0.33% of the portfolio, ranked #56.

Freestone Capital Holdings first reported a position in EFA in Q3 2015 and has held it in 43 quarters since. The position peaked at $19.2M in Q4 2021. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Freestone Capital Holdings held 112,561 shares of iShares MSCI EAFE ETF worth $10.9M as of Q1 2026.
  • Freestone Capital Holdings sold 13,063 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1.31M.
  • iShares MSCI EAFE ETF made up 0.33% of Freestone Capital Holdings's portfolio in Q1 2026, its #56 holding.
  • Freestone Capital Holdings first reported a position in iShares MSCI EAFE ETF in Q3 2015 and has held it in 43 quarters since.
  • Freestone Capital Holdings's iShares MSCI EAFE ETF position peaked at $19.2M in Q4 2021.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.