Greenwood Capital Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Greenwood Capital Associates’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	$330K	Hold	3,175	–	–	0.03%	261
2026 Q1	$308K	Hold	3,175	–	–	0.03%	262
2025 Q4	$305K	Hold	3,175	–	–	0.03%	240
2025 Q3	$296K	Hold	3,175	–	–	0.03%	236
2025 Q2	$284K	Hold	3,175	–	–	0.04%	230
2025 Q1	$259K	Buy	+3,175	New	+$256K	0.04%	217
2014 Q3	–	Sell	-46,150	Closed	-$3.15M	–	145
2014 Q2	$3.15M	Sell	46,150 -3,260	-7%	-$223K	0.98%	44
2014 Q1	$3.32M	Sell	49,410 -520	-1%	-$34.4K	1.07%	43
2013 Q4	$3.35M	Sell	49,930 -3,200	-6%	-$209K	1.04%	42
2013 Q3	$3.39M	Buy	+53,130	New	+$3.26M	1.2%	33

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

Greenwood Capital Associates's EFA Position: Q2 2026 in Review

Greenwood Capital Associates held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 3,175 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #261.

Greenwood Capital Associates first reported a position in EFA in Q3 2013 and has held it in 10 quarters since. The position peaked at $3.39M in Q3 2013. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Greenwood Capital Associates held 3,175 shares of iShares MSCI EAFE ETF worth $330K as of Q2 2026.
Greenwood Capital Associates left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.03% of Greenwood Capital Associates's portfolio in Q2 2026, its #261 holding.
Greenwood Capital Associates first reported a position in iShares MSCI EAFE ETF in Q3 2013 and has held it in 10 quarters since.
Greenwood Capital Associates's iShares MSCI EAFE ETF position peaked at $3.39M in Q3 2013.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.