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Grimes & Company’s iShares MSCI EAFE ETF EFA Stock Holding History

Grimes & Company’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 		$10.3M Buy
99,527
+218
+0.2% +$22.4K 0.22% 78
2026
Q1 		$9.65M Buy
99,309
+37
+0% +$3.7K 0.27% 78
2025
Q4 		$9.53M Sell
99,272
-491
-0.5% -$46.6K 0.23% 80
2025
Q3 		$9.31M Buy
99,763
+2,355
+2% +$214K 0.23% 82
2025
Q2 		$8.71M Buy
97,408
+402
+0.4% +$34.3K 0.24% 84
2025
Q1 		$7.93M Sell
97,006
-1,653
-2% -$133K 0.25% 90
2024
Q4 		$7.46M Sell
98,659
-3,899
-4% -$309K 0.21% 90
2024
Q3 		$8.58M Sell
102,558
-770
-0.7% -$62K 0.23% 87
2024
Q2 		$8.09M Buy
103,328
+1,455
+1% +$115K 0.24% 88
2024
Q1 		$8.14M Sell
101,873
-1,402
-1% -$107K 0.25% 87
2023
Q4 		$7.78M Sell
103,275
-1,050
-1% -$74.2K 0.26% 81
2023
Q3 		$7.19M Buy
104,325
+203
+0.2% +$14.5K 0.28% 83
2023
Q2 		$7.55M Sell
104,122
-5,868
-5% -$426K 0.27% 79
2023
Q1 		$7.87M Buy
109,990
+3,701
+3% +$259K 0.32% 71
2022
Q4 		$6.98M Sell
106,289
-9,672
-8% -$606K 0.29% 68
2022
Q3 		$6.5M Buy
115,961
+10,993
+10% +$685K 0.34% 64
2022
Q2 		$6.56M Sell
104,968
-128,300
-55% -$8.73M 0.33% 68
2022
Q1 		$17.2M Sell
233,268
-91
-0% -$6.81K 0.9% 29
2021
Q4 		$18.4M Sell
233,359
-127,767
-35% -$10.1M 0.84% 34
2021
Q3 		$28.2M Sell
361,126
-1,911
-0.5% -$153K 1.23% 19
2021
Q2 		$28.6M Buy
363,037
+3,546
+1% +$282K 1.24% 19
2021
Q1 		$27.3M Sell
359,491
-183
-0.1% -$13.8K 1.31% 18
2020
Q4 		$26.2M Buy
359,674
+255,229
+244% +$17.5M 1.36% 17
2020
Q3 		$6.65M Sell
104,445
-343
-0.3% -$21.9K 0.43% 67
2020
Q2 		$6.38M Buy
104,788
+4,451
+4% +$257K 0.44% 65
2020
Q1 		$5.36M Buy
100,337
+58,449
+140% +$3.71M 0.49% 52
2019
Q4 		$2.91M Sell
41,888
-2,254
-5% -$152K 0.19% 90
2019
Q3 		$2.88M Sell
44,142
-1
-0% -$64 0.21% 86
2019
Q2 		$2.9M Sell
44,143
-1,977
-4% -$129K 0.22% 87
2019
Q1 		$2.99M Sell
46,120
-510
-1% -$32.1K 0.23% 86
2018
Q4 		$2.74M Sell
46,630
-190,789
-80% -$11.9M 0.27% 76
2018
Q3 		$16.1M Sell
237,419
-14,645
-6% -$989K 1.29% 16
2018
Q2 		$16.9M Buy
252,064
+4,841
+2% +$339K 1.49% 14
2018
Q1 		$17.2M Buy
247,223
+31,546
+15% +$2.25M 1.67% 18
2017
Q4 		$15.2M Buy
215,677
+32,420
+18% +$2.25M 1.46% 19
2017
Q3 		$12.5M Buy
183,257
+19,819
+12% +$1.32M 1.33% 19
2017
Q2 		$10.7M Sell
163,438
-82,389
-34% -$5.33M 1.19% 20
2017
Q1 		$15.3M Buy
245,827
+227,100
+1,213% +$13.7M 1.68% 14
2016
Q4 		$1.08M Sell
18,727
-8,178
-30% -$472K 0.13% 107
2016
Q3 		$1.59M Sell
26,905
-1,499
-5% -$86.9K 0.21% 91
2016
Q2 		$1.59M Sell
28,404
-3,233
-10% -$186K 0.21% 89
2016
Q1 		$1.81M Buy
31,637
+2,417
+8% +$133K 0.23% 83
2015
Q4 		$1.72M Buy
+29,220
New +$1.76M 0.23% 82

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
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

Grimes & Company's EFA Position: Q2 2026 in Review

Grimes & Company increased its iShares MSCI EAFE ETF (EFA) stake by 0.22% in Q2 2026, buying an estimated $22.4K and bringing the position to 99,527 shares worth $10.3M. The position accounts for 0.22% of the portfolio, ranked #78.

Grimes & Company first reported a position in EFA in Q4 2015 and has held it in 43 quarters since. The position peaked at $28.6M in Q2 2021. 1,078 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Grimes & Company held 99,527 shares of iShares MSCI EAFE ETF worth $10.3M as of Q2 2026.
  • Grimes & Company bought 218 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $22.4K.
  • iShares MSCI EAFE ETF made up 0.22% of Grimes & Company's portfolio in Q2 2026, its #78 holding.
  • Grimes & Company first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 43 quarters since.
  • Grimes & Company's iShares MSCI EAFE ETF position peaked at $28.6M in Q2 2021.
  • 1,078 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.