Grandfield & Dodd’s iShares MSCI EAFE ETF EFA Stock Holding History

Grandfield & Dodd’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	$868K	Buy	8,355 +2,400	+40%	+$247K	0.05%	120
2026 Q1	$578K	Hold	5,955	–	–	0.03%	136
2025 Q4	$572K	Buy	5,955 +1,034	+21%	+$98.1K	0.03%	134
2025 Q3	$460K	Hold	4,921	–	–	0.03%	145
2025 Q2	$440K	Hold	4,921	–	–	0.03%	145
2025 Q1	$402K	Hold	4,921	–	–	0.02%	149
2024 Q4	$372K	Hold	4,921	–	–	0.02%	161
2024 Q3	$412K	Sell	4,921 -20	-0.4%	-$1.61K	0.02%	149
2024 Q2	$387K	Hold	4,941	–	–	0.02%	151
2024 Q1	$395K	Hold	4,941	–	–	0.02%	151
2023 Q4	$372K	Hold	4,941	–	–	0.03%	150
2023 Q3	$341K	Hold	4,941	–	–	0.03%	149
2023 Q2	$358K	Hold	4,941	–	–	0.03%	149
2023 Q1	$353K	Sell	4,941 -206	-4%	-$14.4K	0.02%	156
2022 Q4	$338K	Hold	5,147	–	–	0.02%	155
2022 Q3	$290K	Sell	5,147 -760	-13%	-$47.4K	0.02%	156
2022 Q2	$370K	Buy	5,907 +446	+8%	+$30.4K	0.03%	143
2022 Q1	$400K	Buy	5,461 +275	+5%	+$20.6K	0.03%	150
2021 Q4	$410K	Hold	5,186	–	–	0.03%	153
2021 Q3	$400K	Buy	5,186 +321	+7%	+$25.7K	0.03%	154
2021 Q2	$380K	Hold	4,865	–	–	0.03%	150
2021 Q1	$370K	Hold	4,865	–	–	0.03%	148
2020 Q4	$350K	Buy	4,865 +926	+24%	+$63.3K	0.03%	146
2020 Q3	$250K	Hold	3,939	–	–	0.02%	162
2020 Q2	$240K	Sell	3,939 -1,080	-22%	-$62.4K	0.02%	157
2020 Q1	$268K	Buy	+5,019	New	+$319K	0.03%	146

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

Grandfield & Dodd's EFA Position: Q2 2026 in Review

Grandfield & Dodd increased its iShares MSCI EAFE ETF (EFA) stake by 40% in Q2 2026, buying an estimated $247K and bringing the position to 8,355 shares worth $868K. The position accounts for 0.05% of the portfolio, ranked #120.

Grandfield & Dodd first reported a position in EFA in Q1 2020 and has held it in 26 quarters since. 2,266 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Grandfield & Dodd held 8,355 shares of iShares MSCI EAFE ETF worth $868K as of Q2 2026.
Grandfield & Dodd bought 2,400 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $247K.
iShares MSCI EAFE ETF made up 0.05% of Grandfield & Dodd's portfolio in Q2 2026, its #120 holding.
Grandfield & Dodd first reported a position in iShares MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
2,266 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Grandfield & Dodd's 13F filing for Q2 2026, filed 7 Aug 2026.