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

Harbor Investment Advisory’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 		$7.97M Sell
76,734
-1,198
-2% -$123K 0.56% 32
2026
Q1 		$7.57M Sell
77,932
-100
-0.1% -$10K 0.6% 31
2025
Q4 		$7.49M Buy
78,032
+3,727
+5% +$353K 0.56% 32
2025
Q3 		$6.94M Buy
74,305
+879
+1% +$79.9K 0.57% 31
2025
Q2 		$6.56M Buy
73,426
+1
+0% +$85 0.58% 30
2025
Q1 		$6M Sell
73,425
-500
-0.7% -$40.3K 0.58% 29
2024
Q4 		$5.59M Buy
73,925
+1
+0% +$79 0.52% 33
2024
Q3 		$6.18M Buy
73,924
+2,900
+4% +$233K 0.61% 28
2024
Q2 		$5.56M Sell
71,024
-2,151
-3% -$170K 0.58% 28
2024
Q1 		$5.84M Sell
73,175
-138
-0.2% -$10.6K 0.61% 28
2023
Q4 		$5.52M Buy
73,313
+750
+1% +$53K 0.64% 26
2023
Q3 		$5M Sell
72,563
-1,184
-2% -$84.8K 0.65% 26
2023
Q2 		$5.35M Buy
73,747
+2
+0% +$145 0.74% 24
2023
Q1 		$5.27M Sell
73,745
-920
-1% -$64.3K 0.79% 23
2022
Q4 		$4.9M Sell
74,665
-816
-1% -$51.1K 0.77% 24
2022
Q3 		$4.23M Buy
75,481
+4,371
+6% +$272K 0.7% 26
2022
Q2 		$4.44M Sell
71,110
-611
-0.9% -$41.6K 0.71% 23
2022
Q1 		$5.28M Buy
71,721
+1,478
+2% +$111K 0.7% 24
2021
Q4 		$5.53M Buy
70,243
+51
+0.1% +$4.04K 0.7% 29
2021
Q3 		$5.48M Buy
70,192
+503
+0.7% +$40.2K 0.74% 26
2021
Q2 		$5.5M Sell
69,689
-247
-0.4% -$19.6K 0.74% 25
2021
Q1 		$5.31M Sell
69,936
-191
-0.3% -$14.4K 0.8% 22
2020
Q4 		$5.12M Buy
70,127
+3,238
+5% +$221K 0.82% 21
2020
Q3 		$4.26M Buy
66,889
+401
+0.6% +$25.7K 0.81% 22
2020
Q2 		$4.05M Buy
66,488
+3,702
+6% +$214K 0.86% 22
2020
Q1 		$3.36M Buy
62,786
+3,479
+6% +$221K 0.9% 20
2019
Q4 		$4.12M Buy
+59,307
New +$4.01M 0.95% 20

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Harbor Investment Advisory's EFA Position: Q2 2026 in Review

Harbor Investment Advisory reduced its iShares MSCI EAFE ETF (EFA) stake by 1.5% in Q2 2026, selling an estimated $123K and leaving 76,734 shares worth $7.97M. The position accounts for 0.56% of the portfolio, ranked #32.

Harbor Investment Advisory first reported a position in EFA in Q4 2019 and has held it in 27 quarters since. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Harbor Investment Advisory held 76,734 shares of iShares MSCI EAFE ETF worth $7.97M as of Q2 2026.
  • Harbor Investment Advisory sold 1,198 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $123K.
  • iShares MSCI EAFE ETF made up 0.56% of Harbor Investment Advisory's portfolio in Q2 2026, its #32 holding.
  • Harbor Investment Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.