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Harvest Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Harvest Investment 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
2025
Q4 		$13M Buy
+135,012
New +$12.8M 7.35% 2
2025
Q2 		$11.8M Sell
131,472
-1,144
-0.9% -$97.7K 7.56% 2
2025
Q1 		$10.8M Sell
132,616
-951
-0.7% -$76.7K 7.83% 2
2024
Q4 		$10.1M Buy
133,567
+1,697
+1% +$134K 6.98% 2
2024
Q3 		$11M Sell
131,870
-1,214
-0.9% -$97.7K 7.5% 2
2024
Q2 		$10.4M Buy
133,084
+833
+0.6% +$66K 7.69% 2
2024
Q1 		$10.6M Buy
132,251
+675
+0.5% +$51.6K 7.9% 2
2023
Q4 		$9.91M Sell
131,576
-53
-0% -$3.75K 7.96% 2
2023
Q3 		$9.07M Sell
131,629
-1,265
-1% -$90.6K 8.13% 2
2023
Q2 		$9.63M Sell
132,894
-680
-0.5% -$49.4K 8.25% 2
2023
Q1 		$9.55M Sell
133,574
-429
-0.3% -$30K 8.5% 2
2022
Q4 		$8.8M Buy
+134,003
New +$8.39M 8.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harvest Investment Advisors's EFA Position: Q4 2025 in Review

Harvest Investment Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q4 2025: 135,012 shares worth $13M. The stake represents 7.35% of the portfolio and ranks #2 among its holdings. This is a return to the name: Harvest Investment Advisors previously reported a position in EFA as recently as Q2 2025.

Harvest Investment Advisors first reported a position in EFA in Q4 2022 and has held it in 12 quarters since. 2,208 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

  • Harvest Investment Advisors held 135,012 shares of iShares MSCI EAFE ETF worth $13M as of Q4 2025.
  • iShares MSCI EAFE ETF was a new Harvest Investment Advisors position in Q4 2025.
  • iShares MSCI EAFE ETF made up 7.35% of Harvest Investment Advisors's portfolio in Q4 2025, its #2 holding.
  • Harvest Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 12 quarters since.
  • 2,208 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Harvest Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.