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GLOBALT Investments’s iShares MSCI EAFE ETF EFA Stock Holding History

GLOBALT Investments’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 		$13.4M Buy
137,745
+3,889
+3% +$389K 0.48% 28
2025
Q4 		$12.9M Sell
133,856
-167
-0.1% -$15.8K 0.47% 31
2025
Q3 		$12.5M Sell
134,023
-5,896
-4% -$536K 0.46% 28
2025
Q2 		$12.5M Sell
139,919
-19,341
-12% -$1.65M 0.48% 28
2025
Q1 		$13M Sell
159,260
-9,628
-6% -$776K 0.53% 24
2024
Q4 		$12.8M Sell
168,888
-6,475
-4% -$513K 0.49% 25
2024
Q3 		$14.7M Buy
175,363
+50,431
+40% +$4.06M 0.55% 23
2024
Q2 		$9.79M Buy
124,932
+4,647
+4% +$368K 0.39% 31
2024
Q1 		$9.61M Sell
120,285
-2,392
-2% -$183K 0.38% 32
2023
Q4 		$9.24M Buy
+122,677
New +$8.67M 0.38% 30

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

GLOBALT Investments's EFA Position: Q1 2026 in Review

GLOBALT Investments increased its iShares MSCI EAFE ETF (EFA) stake by 2.9% in Q1 2026, buying an estimated $389K and bringing the position to 137,745 shares worth $13.4M. The position accounts for 0.48% of the portfolio, ranked #28.

GLOBALT Investments first reported a position in EFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.7M in Q3 2024. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • GLOBALT Investments held 137,745 shares of iShares MSCI EAFE ETF worth $13.4M as of Q1 2026.
  • GLOBALT Investments bought 3,889 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $389K.
  • iShares MSCI EAFE ETF made up 0.48% of GLOBALT Investments's portfolio in Q1 2026, its #28 holding.
  • GLOBALT Investments first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
  • GLOBALT Investments's iShares MSCI EAFE ETF position peaked at $14.7M in Q3 2024.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.