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Harbour Trust & Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Harbour Trust & Investment Management’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 		$5.83M Buy
56,106
+1,138
+2% +$117K 0.56% 46
2026
Q1 		$5.34M Buy
54,968
+84
+0.2% +$8.4K 0.57% 44
2025
Q4 		$5.27M Sell
54,884
-557
-1% -$52.8K 0.54% 47
2025
Q3 		$5.18M Buy
55,441
+541
+1% +$49.2K 0.54% 48
2025
Q2 		$4.91M Buy
54,900
+1,360
+3% +$116K 0.54% 51
2025
Q1 		$4.38M Sell
53,540
-2,919
-5% -$235K 0.53% 56
2024
Q4 		$4.27M Buy
56,459
+698
+1% +$55.3K 0.49% 58
2024
Q3 		$4.66M Buy
55,761
+1,175
+2% +$94.5K 0.53% 57
2024
Q2 		$4.28M Buy
54,586
+241
+0.4% +$19.1K 0.51% 58
2024
Q1 		$4.34M Buy
54,345
+2,572
+5% +$197K 0.54% 58
2023
Q4 		$3.9M Buy
+51,773
New +$3.66M 0.55% 58

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 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
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 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

Harbour Trust & Investment Management's EFA Position: Q2 2026 in Review

Harbour Trust & Investment Management increased its iShares MSCI EAFE ETF (EFA) stake by 2.1% in Q2 2026, buying an estimated $117K and bringing the position to 56,106 shares worth $5.83M. The position accounts for 0.56% of the portfolio, ranked #46.

Harbour Trust & Investment Management first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 1,146 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Harbour Trust & Investment Management held 56,106 shares of iShares MSCI EAFE ETF worth $5.83M as of Q2 2026.
  • Harbour Trust & Investment Management bought 1,138 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $117K.
  • iShares MSCI EAFE ETF made up 0.56% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #46 holding.
  • Harbour Trust & Investment Management first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,146 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.