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 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 $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Grandfield & Dodd's EFA Position: Q1 2026 in Review

Grandfield & Dodd held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 5,955 shares worth $578K. The position accounts for 0.03% of the portfolio, ranked #136.

Grandfield & Dodd first reported a position in EFA in Q1 2020 and has held it in 25 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Grandfield & Dodd held 5,955 shares of iShares MSCI EAFE ETF worth $578K as of Q1 2026.
Grandfield & Dodd left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.03% of Grandfield & Dodd's portfolio in Q1 2026, its #136 holding.
Grandfield & Dodd first reported a position in iShares MSCI EAFE ETF in Q1 2020 and has held it in 25 quarters since.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.