Harbor Advisory Corp’s iShares MSCI EAFE ETF EFA Stock Holding History

Harbor Advisory Corp’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	$2.39M	Hold	24,593	–	–	0.72%	36
2025 Q4	$2.36M	Sell	24,593 -553	-2%	-$52.5K	0.71%	37
2025 Q3	$2.35M	Hold	25,146	–	–	0.69%	36
2025 Q2	$2.25M	Hold	25,146	–	–	0.72%	35
2025 Q1	$2.06M	Hold	25,146	–	–	0.69%	40
2024 Q4	$1.9M	Hold	25,146	–	–	0.62%	44
2024 Q3	$2.1M	Sell	25,146 -640	-2%	-$51.5K	0.69%	43
2024 Q2	$2.02M	Hold	25,786	–	–	0.7%	41
2024 Q1	$2.06M	Hold	25,786	–	–	0.7%	45
2023 Q4	$1.94M	Sell	25,786 -2,132	-8%	-$151K	0.7%	44
2023 Q3	$1.92M	Hold	27,918	–	–	0.7%	48
2023 Q2	$2.02M	Hold	27,918	–	–	0.71%	48
2023 Q1	$2M	Hold	27,918	–	–	0.76%	48
2022 Q4	$1.83M	Buy	27,918 +2,711	+11%	+$170K	0.75%	42
2022 Q3	$1.41M	Hold	25,207	–	–	0.65%	43
2022 Q2	$1.57M	Sell	25,207 -581	-2%	-$39.5K	0.69%	43
2022 Q1	$1.9M	Hold	25,788	–	–	0.76%	41
2021 Q4	$2.03M	Hold	25,788	–	–	0.82%	40
2021 Q3	$2.01M	Sell	25,788 -450	-2%	-$36K	0.87%	39
2021 Q2	$2.07M	Hold	26,238	–	–	0.93%	39
2021 Q1	$1.99M	Buy	26,238 +12,691	+94%	+$956K	0.79%	44
2020 Q4	$988K	Buy	+13,547	New	+$926K	0.52%	51

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

Harbor Advisory Corp's EFA Position: Q1 2026 in Review

Harbor Advisory Corp held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 24,593 shares worth $2.39M. The position accounts for 0.72% of the portfolio, ranked #36.

Harbor Advisory Corp first reported a position in EFA in Q4 2020 and has held it in 22 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Harbor Advisory Corp held 24,593 shares of iShares MSCI EAFE ETF worth $2.39M as of Q1 2026.
Harbor Advisory Corp left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.72% of Harbor Advisory Corp's portfolio in Q1 2026, its #36 holding.
Harbor Advisory Corp first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Harbor Advisory Corp's 13F filing for Q1 2026, filed 7 May 2026.