HighTower Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

HighTower 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	–	Sell	-700	Closed	-$193	–	3746
2025 Q3	$193	Buy	700 +200	+40%	+$18.2K	﹤0.01%	3791
2025 Q2	$168	Hold	500	–	–	﹤0.01%	3745
2025 Q1	$630	Sell	500 -300	-38%	-$24.2K	﹤0.01%	3671
2024 Q4	$1.03K	Sell	800 -200	-20%	-$15.8K	﹤0.01%	3705
2024 Q3	$393	Sell	1,000 -1,000	-50%	-$80.5K	﹤0.01%	3694
2024 Q2	$278	Buy	2,000 +900	+82%	+$71.3K	﹤0.01%	3606
2024 Q1	$45	Hold	1,100	–	–	﹤0.01%	3597
2023 Q4	$326	Buy	+1,100	New	+$77.7K	﹤0.01%	3588
2023 Q3	–	Sell	-11	Closed	-$561	–	3615
2023 Q2	$561	Sell	11 -1,189	-99%	-$86.3K	﹤0.01%	3400
2023 Q1	$209	Buy	1,200 +1,185	+7,900%	+$82.9K	﹤0.01%	3357
2022 Q4	$242	Sell	15 -1	-6%	-$63	﹤0.01%	3315
2022 Q3	$18K	Sell	16 -1,484	-99%	-$92.5K	﹤0.01%	2979
2022 Q2	$7K	Buy	1,500 +1,485	+9,900%	+$101K	﹤0.01%	3086
2022 Q1	$2K	Buy	+15	New	+$1.12K	﹤0.01%	3335

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors's EFA Position: Q1 2026 in Review

HighTower Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 1% in Q1 2026, buying an estimated $1.65M and bringing the position to 1,668,203 shares worth $162M. The position accounts for 0.17% of the portfolio, ranked #123.

HighTower Advisors first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

HighTower Advisors held 1,668,203 shares of iShares MSCI EAFE ETF worth $162M as of Q1 2026.
HighTower Advisors bought 16,453 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1.65M.
iShares MSCI EAFE ETF made up 0.17% of HighTower Advisors's portfolio in Q1 2026, its #123 holding.
HighTower Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.