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Halbert Hargrove Global Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Halbert Hargrove Global Advisors’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 		$5.36M Sell
55,185
-380,188
-87% -$38M 0.26% 24
2025
Q4 		$41.8M Buy
435,373
+14,684
+3% +$1.39M 1.99% 12
2025
Q3 		$39.3M Buy
420,689
+25,304
+6% +$2.3M 1.91% 12
2025
Q2 		$35.3M Sell
395,385
-802,724
-67% -$68.5M 1.84% 12
2025
Q1 		$97.9M Buy
1,198,109
+1,171,094
+4,335% +$94.4M 5.53% 9
2024
Q4 		$2.04M Sell
27,015
-1,192,876
-98% -$94.5M 0.11% 31
2024
Q3 		$102M Sell
1,219,891
-276,877
-18% -$22.3M 5.59% 8
2024
Q2 		$117M Buy
1,496,768
+16,746
+1% +$1.33M 6.8% 6
2024
Q1 		$118M Buy
1,480,022
+15,900
+1% +$1.22M 7.73% 5
2023
Q4 		$110M Buy
1,464,122
+1,443,290
+6,928% +$102M 7.58% 5
2023
Q3 		$1.44M Sell
20,832
-1,455,040
-99% -$104M 0.11% 35
2023
Q2 		$107M Buy
1,475,872
+15,326
+1% +$1.11M 7.81% 5
2023
Q1 		$104M Sell
1,460,546
-831
-0.1% -$58.1K 7.08% 6
2022
Q4 		$95.9M Buy
1,461,377
+1,436,867
+5,862% +$90M 6.86% 6
2022
Q3 		$1.37M Sell
24,510
-2,282
-9% -$142K 0.11% 39
2022
Q2 		$1.67M Sell
26,792
-21,367
-44% -$1.45M 0.12% 38
2022
Q1 		$3.54M Sell
48,159
-7,832
-14% -$586K 0.23% 28
2021
Q4 		$4.41M Sell
55,991
-1,245,129
-96% -$98.6M 0.28% 23
2021
Q3 		$102M Sell
1,301,120
-74,918
-5% -$5.99M 7.05% 5
2021
Q2 		$109M Buy
1,376,038
+36,925
+3% +$2.93M 7.12% 5
2021
Q1 		$102M Buy
1,339,113
+2,939
+0.2% +$221K 7.3% 5
2020
Q4 		$97.5M Buy
1,336,174
+32,805
+3% +$2.24M 7.39% 5
2020
Q3 		$83M Buy
1,303,369
+1,269,592
+3,759% +$81.2M 7.97% 5
2020
Q2 		$2.06M Buy
33,777
+7,591
+29% +$439K 0.3% 19
2020
Q1 		$1.4M Sell
26,186
-1,332,184
-98% -$84.5M 0.24% 20
2019
Q4 		$94.3M Buy
1,358,370
+3,024
+0.2% +$204K 24.34% 2
2019
Q3 		$88.4M Sell
1,355,346
-59,196
-4% -$3.81M 23.44% 2
2019
Q2 		$93M Buy
+1,414,542
New +$92.6M 25.24% 2
2019
Q1 		– Sell
-33,556
Closed -$1.97M – 50
2018
Q4 		$1.97M Buy
33,556
+312
+0.9% +$19.5K 0.45% 19
2018
Q3 		$2.26M Sell
33,244
-1,135
-3% -$76.6K 0.59% 10
2018
Q2 		$2.3M Sell
34,379
-1,383,119
-98% -$97M 0.61% 9
2018
Q1 		$98.8M Buy
1,417,498
+34,476
+2% +$2.46M 26.19% 2
2017
Q4 		$97.2M Buy
1,383,022
+10,975
+0.8% +$763K 25.46% 2
2017
Q3 		$94M Sell
1,372,047
-28,690
-2% -$1.92M 25.86% 2
2017
Q2 		$91.3M Buy
1,400,737
+56,093
+4% +$3.63M 24.27% 2
2017
Q1 		$83.8M Buy
1,344,644
+58,145
+5% +$3.51M 21.34% 2
2016
Q4 		$74.3M Buy
1,286,499
+12,553
+1% +$724K 20.62% 2
2016
Q3 		$75.3M Buy
1,273,946
+1,214,635
+2,048% +$70.4M 21.19% 2
2016
Q2 		$3.31M Sell
59,311
-43,707
-42% -$2.51M 0.95% 6
2016
Q1 		$5.89M Sell
103,018
-29,117
-22% -$1.6M 2.12% 4
2015
Q4 		$7.76M Buy
132,135
+48,547
+58% +$2.92M 3.34% 4
2015
Q3 		$4.79M Sell
83,588
-1,139,873
-93% -$70.4M 2.35% 4
2015
Q2 		$77.7M Buy
1,223,461
+7,170
+0.6% +$477K 18.89% 3
2015
Q1 		$78M Buy
1,216,291
+1,134,473
+1,387% +$71.4M 25.05% 2
2014
Q4 		$4.98M Buy
81,818
+592
+0.7% +$37K 2.48% 3
2014
Q3 		$5.21M Sell
81,226
-1,232,538
-94% -$82.2M 1.44% 5
2014
Q2 		$89.8M Sell
1,313,764
-29,145
-2% -$2M 27.06% 2
2014
Q1 		$90.2M Buy
1,342,909
+5,644
+0.4% +$373K 27.73% 2
2013
Q4 		$89.7M Sell
1,337,265
-11,200
-0.8% -$732K 27.72% 2
2013
Q3 		$86M Buy
1,348,465
+69,708
+5% +$4.27M 28.52% 2
2013
Q2 		$73.3M Buy
+1,278,757
New +$77.3M 26.85% 2

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Halbert Hargrove Global Advisors's EFA Position: Q1 2026 in Review

Halbert Hargrove Global Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 87% in Q1 2026, selling an estimated $38M and leaving 55,185 shares worth $5.36M. The position accounts for 0.26% of the portfolio, ranked #24.

Halbert Hargrove Global Advisors first reported a position in EFA in Q2 2013 and has held it in 51 quarters since. The position peaked at $118M in Q1 2024. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Halbert Hargrove Global Advisors held 55,185 shares of iShares MSCI EAFE ETF worth $5.36M as of Q1 2026.
  • Halbert Hargrove Global Advisors sold 380,188 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $38M.
  • iShares MSCI EAFE ETF made up 0.26% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #24 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 51 quarters since.
  • Halbert Hargrove Global Advisors's iShares MSCI EAFE ETF position peaked at $118M in Q1 2024.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.