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Global Trust Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Global Trust Asset Management’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
2025
Q2 		– Sell
-832
Closed -$68K – 485
2025
Q1 		$68K Sell
832
-13,980
-94% -$1.13M 0.04% 231
2024
Q4 		$1.12M Buy
14,812
+69
+0.5% +$5.46K 0.42% 60
2024
Q3 		$1.23M Sell
14,743
-150
-1% -$12.1K 0.46% 61
2024
Q2 		$1.17M Hold
14,893
– – 0.47% 53
2024
Q1 		$1.19M Hold
14,893
– – 0.49% 53
2023
Q4 		$1.12M Hold
14,893
– – 0.49% 55
2023
Q3 		$1.03M Hold
14,893
– – 0.49% 58
2023
Q2 		$1.08M Hold
14,893
– – 0.49% 58
2023
Q1 		$1.07M Hold
14,893
– – 0.51% 60
2022
Q4 		$978K Sell
14,893
-150
-1% -$9.4K 0.49% 60
2022
Q3 		$843K Hold
15,043
– – 0.44% 64
2022
Q2 		$940K Sell
15,043
-232
-2% -$15.8K 0.46% 58
2022
Q1 		$1.12M Hold
15,275
– – 0.47% 53
2021
Q4 		$1.2M Buy
15,275
+300
+2% +$23.8K 0.47% 52
2021
Q3 		$1.17M Sell
14,975
-218
-1% -$17.4K 0.52% 51
2021
Q2 		$1.2M Hold
15,193
– – 0.57% 43
2021
Q1 		$1.15M Buy
15,193
+695
+5% +$52.3K 0.64% 40
2020
Q4 		$1.06M Hold
14,498
– – 0.58% 41
2020
Q3 		$928K Hold
14,498
– – 0.59% 38
2020
Q2 		$882K Sell
14,498
-3,370
-19% -$195K 0.62% 37
2020
Q1 		$963K Sell
17,868
-450
-2% -$28.6K 0.75% 28
2019
Q4 		$1.27M Sell
18,318
-51
-0.3% -$3.44K 0.77% 31
2019
Q3 		$1.2M Hold
18,369
– – 0.79% 38
2019
Q2 		$1.21M Buy
18,369
+31
+0.2% +$2.03K 0.81% 30
2019
Q1 		$1.19M Sell
18,338
-150
-0.8% -$9.45K 0.88% 26
2018
Q4 		$1.09M Buy
18,488
+400
+2% +$25K 0.97% 27
2018
Q3 		$1.23M Sell
18,088
-25
-0.1% -$1.69K 0.85% 30
2018
Q2 		$1.21M Sell
18,113
-475
-3% -$33.3K 0.91% 33
2018
Q1 		$1.3M Sell
18,588
-180
-1% -$12.8K 1.02% 24
2017
Q4 		$1.32M Buy
+18,768
New +$1.3M 0.94% 27

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Trust Asset Management's EFA Position: Q2 2025 in Review

Global Trust Asset Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2025, closing a stake of 832 shares — an estimated $68K sold.

Global Trust Asset Management first reported a position in EFA in Q4 2017 and held it in 30 quarters. The position peaked at $1.32M in Q4 2017. 2,024 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

  • Global Trust Asset Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Global Trust Asset Management sold 832 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $68K.
  • Global Trust Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2017 and held it in 30 quarters.
  • Global Trust Asset Management's iShares MSCI EAFE ETF position peaked at $1.32M in Q4 2017.
  • 2,024 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Global Trust Asset Management's 13F filing for Q2 2025, filed 17 Jul 2025.