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

Glass Jacobson 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
Q1 		$4.21M Sell
43,390
-1,174
-3% -$117K 1.45% 9
2025
Q4 		$4.28M Sell
44,564
-1,262
-3% -$120K 1.54% 9
2025
Q3 		$4.28M Buy
45,826
+308
+0.7% +$28K 1.55% 9
2025
Q2 		$4.07M Sell
45,518
-3,073
-6% -$262K 1.57% 9
2025
Q1 		$3.67M Hold
48,591
– – 1.21% 13
2024
Q4 		$3.67M Sell
48,591
-305
-0.6% -$24.2K 1.21% 13
2024
Q3 		$4.09M Hold
48,896
– – 1.36% 10
2024
Q2 		$3.83M Buy
48,896
+769
+2% +$60.9K 1.4% 11
2024
Q1 		$3.84M Buy
48,127
+64
+0.1% +$4.89K 1.44% 9
2023
Q4 		$3.62M Buy
48,063
+3,248
+7% +$230K 1.48% 10
2023
Q3 		$3.09M Buy
44,815
+847
+2% +$60.7K 1.41% 9
2023
Q2 		$3.19M Buy
+43,968
New +$3.19M 1.46% 9
2022
Q4 		$2.87M Buy
+43,744
New +$2.74M 1.42% 10

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

Glass Jacobson Investment Advisors's EFA Position: Q1 2026 in Review

Glass Jacobson Investment Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 2.6% in Q1 2026, selling an estimated $117K and leaving 43,390 shares worth $4.21M. The position accounts for 1.45% of the portfolio, ranked #9.

Glass Jacobson Investment Advisors first reported a position in EFA in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.28M in Q4 2025. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Glass Jacobson Investment Advisors held 43,390 shares of iShares MSCI EAFE ETF worth $4.21M as of Q1 2026.
  • Glass Jacobson Investment Advisors sold 1,174 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $117K.
  • iShares MSCI EAFE ETF made up 1.45% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #9 holding.
  • Glass Jacobson Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 13 quarters since.
  • Glass Jacobson Investment Advisors's iShares MSCI EAFE ETF position peaked at $4.28M in Q4 2025.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.