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Great Diamond Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Great Diamond Partners’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 		$653K Sell
6,287
-220
-3% -$22.6K 0.11% 149
2026
Q1 		$632K Hold
6,507
– – 0.12% 142
2025
Q4 		$625K Sell
6,507
-111
-2% -$10.5K 0.12% 143
2025
Q3 		$618K Buy
6,618
+511
+8% +$46.5K 0.12% 140
2025
Q2 		$546K Buy
+6,107
New +$521K 0.12% 143
2023
Q1 		– Sell
-5,954
Closed -$391K – 218
2022
Q4 		$391K Sell
5,954
-26,412
-82% -$1.65M 0.12% 139
2022
Q3 		$1.81M Sell
32,366
-738
-2% -$46K 0.62% 45
2022
Q2 		$2.07M Sell
33,104
-7,277
-18% -$495K 0.69% 41
2022
Q1 		$2.97M Buy
40,381
+571
+1% +$42.7K 0.83% 35
2021
Q4 		$3.13M Buy
39,810
+2,489
+7% +$197K 0.81% 38
2021
Q3 		$2.91M Buy
37,321
+11,617
+45% +$929K 0.8% 39
2021
Q2 		$2.03M Buy
25,704
+1,077
+4% +$85.6K 0.57% 51
2021
Q1 		$1.87M Sell
24,627
-66
-0.3% -$4.97K 0.57% 51
2020
Q4 		$1.8M Sell
24,693
-249
-1% -$17K 0.57% 48
2020
Q3 		$1.59M Buy
24,942
+272
+1% +$17.4K 0.58% 47
2020
Q2 		$1.5M Sell
24,670
-205
-0.8% -$11.9K 0.62% 42
2020
Q1 		$1.33M Sell
24,875
-7,346
-23% -$466K 0.68% 39
2019
Q4 		$2.24M Buy
+32,221
New +$2.18M 0.85% 30

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Great Diamond Partners's EFA Position: Q2 2026 in Review

Great Diamond Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 3.4% in Q2 2026, selling an estimated $22.6K and leaving 6,287 shares worth $653K. The position accounts for 0.11% of the portfolio, ranked #149.

Great Diamond Partners first reported a position in EFA in Q4 2019 and has held it in 18 quarters since. The position peaked at $3.13M in Q4 2021. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Great Diamond Partners held 6,287 shares of iShares MSCI EAFE ETF worth $653K as of Q2 2026.
  • Great Diamond Partners sold 220 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $22.6K.
  • iShares MSCI EAFE ETF made up 0.11% of Great Diamond Partners's portfolio in Q2 2026, its #149 holding.
  • Great Diamond Partners first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 18 quarters since.
  • Great Diamond Partners's iShares MSCI EAFE ETF position peaked at $3.13M in Q4 2021.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.