GHP Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

GHP Investment Advisors’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	$469K	Sell	4,514 -293	-6%	-$30.1K	0.02%	328
2026 Q1	$467K	Sell	4,807 -1	-0%	-$100	0.02%	323
2025 Q4	$462K	Buy	4,808 +11	+0.2%	+$1.04K	0.02%	314
2025 Q3	$448K	Sell	4,797 -111	-2%	-$10.1K	0.02%	313
2025 Q2	$439K	Buy	4,908 +9	+0.2%	+$768	0.02%	311
2025 Q1	$400K	Sell	4,899 -302	-6%	-$24.3K	0.02%	315
2024 Q4	$393K	Buy	5,201 +146	+3%	+$11.6K	0.02%	317
2024 Q3	$423K	Sell	5,055 -1,490	-23%	-$120K	0.02%	316
2024 Q2	$513K	Sell	6,545 -139	-2%	-$11K	0.03%	295
2024 Q1	$534K	Sell	6,684 -61	-0.9%	-$4.67K	0.03%	306
2023 Q4	$508K	Buy	6,745 +1,907	+39%	+$135K	0.03%	304
2023 Q3	$331K	Sell	4,838 -42	-0.9%	-$3.01K	0.02%	330
2023 Q2	$352K	Sell	4,880 -1,404	-22%	-$102K	0.02%	330
2023 Q1	$449K	Hold	6,284	–	–	0.03%	308
2022 Q4	$412K	Sell	6,284 -763	-11%	-$47.8K	0.03%	312
2022 Q3	$395K	Buy	7,047 +940	+15%	+$58.6K	0.03%	304
2022 Q2	$382K	Buy	6,107 +724	+13%	+$49.3K	0.03%	306
2022 Q1	$396K	Buy	5,383 +197	+4%	+$14.7K	0.03%	303
2021 Q4	$408K	Buy	5,186 +749	+17%	+$59.3K	0.03%	262
2021 Q3	$346K	Buy	4,437 +461	+12%	+$36.9K	0.03%	258
2021 Q2	$314K	Buy	3,976 +256	+7%	+$20.3K	0.03%	260
2021 Q1	$282K	Hold	3,720	–	–	0.02%	262
2020 Q4	$271K	Sell	3,720 -97	-3%	-$6.63K	0.03%	258
2020 Q3	$243K	Sell	3,817 -931	-20%	-$59.6K	0.03%	251
2020 Q2	$289K	Buy	4,748 +109	+2%	+$6.3K	0.04%	243
2020 Q1	$248K	Sell	4,639 -116	-2%	-$7.36K	0.04%	253
2019 Q4	$330K	Sell	4,755 -503	-10%	-$34K	0.04%	260
2019 Q3	$343K	Buy	5,258 +835	+19%	+$53.8K	0.04%	256
2019 Q2	$291K	Hold	4,423	–	–	0.04%	276
2019 Q1	$287K	Hold	4,423	–	–	0.04%	278
2018 Q4	$260K	Buy	4,423 +800	+22%	+$50K	0.04%	262
2018 Q3	$246K	Hold	3,623	–	–	0.03%	277
2018 Q2	$243K	Sell	3,623 -295	-8%	-$20.7K	0.03%	269
2018 Q1	$273K	Hold	3,918	–	–	0.04%	262
2017 Q4	$275K	Sell	3,918 -822	-17%	-$57.2K	0.04%	267
2017 Q3	$325K	Sell	4,740 -1,162	-20%	-$77.7K	0.05%	256
2017 Q2	$385K	Buy	5,902 +28	+0.5%	+$1.81K	0.06%	249
2017 Q1	$366K	Buy	5,874 +665	+13%	+$40.2K	0.06%	245
2016 Q4	$301K	Sell	5,209 -1,659	-24%	-$95.7K	0.06%	255
2016 Q3	$406K	Buy	6,868 +20	+0.3%	+$1.16K	0.08%	226
2016 Q2	$382K	Hold	6,848	–	–	0.08%	231
2016 Q1	$391K	Hold	6,848	–	–	0.09%	220
2015 Q4	$402K	Hold	6,848	–	–	0.1%	213
2015 Q3	$393K	Hold	6,848	–	–	0.1%	203
2015 Q2	$438K	Hold	6,848	–	–	0.11%	191
2015 Q1	$439K	Buy	6,848 +19	+0.3%	+$1.2K	0.11%	191
2014 Q4	$415K	Sell	6,829 -70	-1%	-$4.37K	0.11%	193
2014 Q3	$442K	Hold	6,899	–	–	0.13%	173
2014 Q2	$472K	Hold	6,899	–	–	0.14%	170
2014 Q1	$464K	Buy	6,899 +149	+2%	+$9.85K	0.15%	162
2013 Q4	$453K	Sell	6,750 -900	-12%	-$58.8K	0.15%	159
2013 Q3	$488K	Hold	7,650	–	–	0.18%	144
2013 Q2	$438K	Buy	+7,650	New	+$463K	0.17%	141

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

GHP Investment Advisors's EFA Position: Q2 2026 in Review

GHP Investment Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 6.1% in Q2 2026, selling an estimated $30.1K and leaving 4,514 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #328.

GHP Investment Advisors first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $534K in Q1 2024. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

GHP Investment Advisors held 4,514 shares of iShares MSCI EAFE ETF worth $469K as of Q2 2026.
GHP Investment Advisors sold 293 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $30.1K.
iShares MSCI EAFE ETF made up 0.02% of GHP Investment Advisors's portfolio in Q2 2026, its #328 holding.
GHP Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
GHP Investment Advisors's iShares MSCI EAFE ETF position peaked at $534K in Q1 2024.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.