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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
2026
Q2 		$14.3M Buy
137,673
+581
+0.4% +$59.8K 7.1% 2
2026
Q1 		$13.3M Buy
137,092
+2,080
+2% +$208K 7.41% 2
2025
Q4 		$13M Buy
135,012
+2,862
+2% +$271K 7.35% 2
2025
Q3 		$12.3M Buy
132,150
+678
+0.5% +$61.6K 7.25% 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 $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

Harvest Investment Advisors's EFA Position: Q2 2026 in Review

Harvest Investment Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 0.42% in Q2 2026, buying an estimated $59.8K and bringing the position to 137,673 shares worth $14.3M. The position accounts for 7.1% of the portfolio, ranked #2.

Harvest Investment Advisors first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Harvest Investment Advisors held 137,673 shares of iShares MSCI EAFE ETF worth $14.3M as of Q2 2026.
  • Harvest Investment Advisors bought 581 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $59.8K.
  • iShares MSCI EAFE ETF made up 7.1% of Harvest Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Harvest Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Harvest Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.