HIA
EFA icon

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

CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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. 876 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.
  • 876 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.