GIM
EFA icon

Goelzer Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Goelzer Investment 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
2026
Q2 		$2.6M Sell
25,001
-939
-4% -$96.6K 0.11% 119
2026
Q1 		$2.52M Buy
25,940
+5,515
+27% +$552K 0.12% 120
2025
Q4 		$1.96M Sell
20,425
-267
-1% -$25.3K 0.09% 127
2025
Q3 		$1.93M Sell
20,692
-5
-0% -$455 0.1% 129
2025
Q2 		$1.85M Buy
20,697
+89
+0.4% +$7.6K 0.1% 135
2025
Q1 		$1.68M Hold
20,608
– – 0.1% 132
2024
Q4 		$1.56M Sell
20,608
-61
-0.3% -$4.83K 0.09% 131
2024
Q3 		$1.73M Sell
20,669
-1,854
-8% -$149K 0.09% 130
2024
Q2 		$1.76M Sell
22,523
-86
-0.4% -$6.81K 0.1% 130
2024
Q1 		$1.81M Hold
22,609
– – 0.1% 130
2023
Q4 		$1.7M Sell
22,609
-1,721
-7% -$122K 0.11% 128
2023
Q3 		$1.68M Buy
24,330
+472
+2% +$33.8K 0.12% 124
2023
Q2 		$1.73M Sell
23,858
-358
-1% -$26K 0.15% 128
2023
Q1 		$1.73M Sell
24,216
-162
-0.7% -$11.3K 0.15% 130
2022
Q4 		$1.6M Buy
24,378
+1,823
+8% +$114K 0.14% 136
2022
Q3 		$1.26M Buy
22,555
+2,368
+12% +$148K 0.13% 139
2022
Q2 		$1.26M Sell
20,187
-716
-3% -$48.7K 0.12% 142
2022
Q1 		$1.54M Sell
20,903
-1,643
-7% -$123K 0.13% 142
2021
Q4 		$1.77M Sell
22,546
-595
-3% -$47.1K 0.14% 146
2021
Q3 		$1.8M Sell
23,141
-145
-0.6% -$11.6K 0.16% 147
2021
Q2 		$1.84M Sell
23,286
-1,276
-5% -$101K 0.15% 151
2021
Q1 		$1.86M Hold
24,562
– – 0.16% 144
2020
Q4 		$1.79M Sell
24,562
-15,350
-38% -$1.05M 0.17% 142
2020
Q3 		$2.54M Sell
39,912
-1,749
-4% -$112K 0.24% 116
2020
Q2 		$2.54M Sell
41,661
-69
-0.2% -$3.99K 0.24% 111
2020
Q1 		$2.23M Buy
41,730
+423
+1% +$26.8K 0.25% 106
2019
Q4 		$2.87M Sell
41,307
-338
-0.8% -$22.8K 0.25% 113
2019
Q3 		$2.72M Buy
41,645
+957
+2% +$61.7K 0.25% 115
2019
Q2 		$2.67M Buy
40,688
+1,330
+3% +$87K 0.25% 117
2019
Q1 		$2.55M Buy
39,358
+8,490
+28% +$535K 0.24% 125
2018
Q4 		$1.81M Sell
30,868
-425
-1% -$26.5K 0.23% 134
2018
Q3 		$2.13M Sell
31,293
-3,958
-11% -$267K 0.24% 134
2018
Q2 		$2.36M Buy
35,251
+5,236
+17% +$367K 0.27% 122
2018
Q1 		$2.09M Buy
30,015
+1,318
+5% +$94K 0.25% 134
2017
Q4 		$2.02M Sell
28,697
-101
-0.4% -$7.02K 0.23% 131
2017
Q3 		$1.97M Sell
28,798
-1,035
-3% -$69.2K 0.23% 129
2017
Q2 		$1.95M Sell
29,833
-1,342
-4% -$86.8K 0.24% 129
2017
Q1 		$1.94M Sell
31,175
-4,331
-12% -$262K 0.24% 130
2016
Q4 		$2.05M Buy
35,506
+3,513
+11% +$203K 0.27% 125
2016
Q3 		$1.89M Sell
31,993
-47,885
-60% -$2.78M 0.26% 134
2016
Q2 		$4.46M Sell
79,878
-288
-0.4% -$16.6K 0.61% 62
2016
Q1 		$4.58M Sell
80,166
-3,685
-4% -$203K 0.65% 56
2015
Q4 		$4.92M Sell
83,851
-17,026
-17% -$1.03M 0.72% 48
2015
Q3 		$5.78M Sell
100,877
-15,830
-14% -$977K 0.92% 30
2015
Q2 		$7.41M Buy
116,707
+2,238
+2% +$149K 1.12% 16
2015
Q1 		$7.34M Sell
114,469
-16,979
-13% -$1.07M 1.11% 15
2014
Q4 		$8M Sell
131,448
-31,602
-19% -$1.97M 1.21% 11
2014
Q3 		$10.5M Buy
163,050
+57,210
+54% +$3.82M 1.74% 2
2014
Q2 		$7.24M Buy
105,840
+60,677
+134% +$4.16M 1.2% 12
2014
Q1 		$3.04M Buy
45,163
+926
+2% +$61.2K 0.54% 89
2013
Q4 		$2.97M Buy
44,237
+690
+2% +$45.1K 0.54% 89
2013
Q3 		$2.78M Sell
43,547
-46,399
-52% -$2.84M 0.57% 87
2013
Q2 		$5.15M Buy
+89,946
New +$5.44M 0.55% 89

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Goelzer Investment Management's EFA Position: Q2 2026 in Review

Goelzer Investment Management reduced its iShares MSCI EAFE ETF (EFA) stake by 3.6% in Q2 2026, selling an estimated $96.6K and leaving 25,001 shares worth $2.6M. The position accounts for 0.11% of the portfolio, ranked #119.

Goelzer Investment Management first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.5M in Q3 2014. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Goelzer Investment Management held 25,001 shares of iShares MSCI EAFE ETF worth $2.6M as of Q2 2026.
  • Goelzer Investment Management sold 939 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $96.6K.
  • iShares MSCI EAFE ETF made up 0.11% of Goelzer Investment Management's portfolio in Q2 2026, its #119 holding.
  • Goelzer Investment Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • Goelzer Investment Management's iShares MSCI EAFE ETF position peaked at $10.5M in Q3 2014.
  • 806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.