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HM Payson & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

HM Payson & Co’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 		$372K Sell
3,580
-1,209
-25% -$124K ﹤0.01% 339
2026
Q1 		$465K Sell
4,789
-1,658
-26% -$166K 0.01% 306
2025
Q4 		$619K Buy
6,447
+2,000
+45% +$190K 0.01% 271
2025
Q3 		$415K Sell
4,447
-262
-6% -$23.8K 0.01% 314
2025
Q2 		$421K Sell
4,709
-538
-10% -$45.9K 0.01% 302
2025
Q1 		$429K Sell
5,247
-658
-11% -$53K 0.01% 300
2024
Q4 		$446K Buy
5,905
+540
+10% +$42.8K 0.01% 293
2024
Q3 		$449K Sell
5,365
-160
-3% -$12.9K 0.01% 300
2024
Q2 		$433K Hold
5,525
– – 0.01% 295
2024
Q1 		$441K Sell
5,525
-900
-14% -$68.8K 0.01% 299
2023
Q4 		$484K Hold
6,425
– – 0.01% 279
2023
Q3 		$443K Hold
6,425
– – 0.01% 278
2023
Q2 		$466K Hold
6,425
– – 0.01% 269
2023
Q1 		$460K Buy
6,425
+3,043
+90% +$213K 0.01% 259
2022
Q4 		$222K Hold
3,382
– – 0.01% 351
2022
Q3 		$189K Sell
3,382
-2,360
-41% -$147K 0.01% 371
2022
Q2 		$359K Sell
5,742
-1,001
-15% -$68.1K 0.01% 291
2022
Q1 		$496K Sell
6,743
-456
-6% -$34.1K 0.01% 270
2021
Q4 		$566K Buy
7,199
+8
+0.1% +$634 0.01% 268
2021
Q3 		$561K Hold
7,191
– – 0.01% 262
2021
Q2 		$567K Buy
7,191
+448
+7% +$35.6K 0.01% 259
2021
Q1 		$512K Sell
6,743
-650
-9% -$48.9K 0.01% 270
2020
Q4 		$539K Sell
7,393
-220
-3% -$15K 0.01% 262
2020
Q3 		$485K Sell
7,613
-418
-5% -$26.7K 0.01% 255
2020
Q2 		$489K Sell
8,031
-19,896
-71% -$1.15M 0.02% 232
2020
Q1 		$1.49M Sell
27,927
-10,555
-27% -$670K 0.06% 137
2019
Q4 		$2.67M Sell
38,482
-748
-2% -$50.5K 0.09% 128
2019
Q3 		$2.56M Sell
39,230
-19,042
-33% -$1.23M 0.09% 130
2019
Q2 		$3.83M Sell
58,272
-5,570
-9% -$365K 0.14% 104
2019
Q1 		$4.14M Buy
63,842
+63,592
+25,437% +$4.01M 0.16% 99
2018
Q4 		$15K Sell
250
-48,480
-99% -$3.03M 0.04% 100
2018
Q3 		$3.31M Sell
48,730
-11,064
-19% -$747K 0.15% 105
2018
Q2 		$4M Buy
59,794
+31,260
+110% +$2.19M 0.17% 97
2018
Q1 		$1.99M Buy
28,534
+1,987
+7% +$142K 0.08% 140
2017
Q4 		$1.87M Buy
26,547
+1,143
+4% +$79.5K 0.08% 152
2017
Q3 		$1.74M Buy
25,404
+3,762
+17% +$251K 0.07% 152
2017
Q2 		$1.41M Buy
21,642
+4,001
+23% +$259K 0.06% 162
2017
Q1 		$1.1M Sell
17,641
-1,504
-8% -$90.9K 0.05% 176
2016
Q4 		$1.1M Buy
19,145
+7,779
+68% +$449K 0.05% 176
2016
Q3 		$672K Sell
11,366
-142
-1% -$8.23K 0.03% 208
2016
Q2 		$642K Sell
11,508
-399
-3% -$23K 0.03% 205
2016
Q1 		$681K Buy
11,907
+90
+0.8% +$4.96K 0.04% 194
2015
Q4 		$694K Buy
11,817
+5,993
+103% +$361K 0.04% 200
2015
Q3 		$334K Sell
5,824
-200
-3% -$12.3K 0.02% 236
2015
Q2 		$382K Sell
6,024
-310
-5% -$20.6K 0.02% 233
2015
Q1 		$406K Sell
6,334
-1,852
-23% -$117K 0.02% 231
2014
Q4 		$498K Hold
8,186
– – 0.02% 225
2014
Q3 		$525K Sell
8,186
-100
-1% -$6.67K 0.03% 214
2014
Q2 		$567K Buy
8,286
+37
+0.4% +$2.54K 0.03% 212
2014
Q1 		$554K Buy
8,249
+1,339
+19% +$88.5K 0.03% 205
2013
Q4 		$464K Buy
6,910
+508
+8% +$33.2K 0.02% 214
2013
Q3 		$408K Hold
6,402
– – 0.02% 224
2013
Q2 		$367K Buy
+6,402
New +$387K 0.02% 226

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

HM Payson & Co's EFA Position: Q2 2026 in Review

HM Payson & Co reduced its iShares MSCI EAFE ETF (EFA) stake by 25% in Q2 2026, selling an estimated $124K and leaving 3,580 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

HM Payson & Co first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.14M in Q1 2019. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • HM Payson & Co held 3,580 shares of iShares MSCI EAFE ETF worth $372K as of Q2 2026.
  • HM Payson & Co sold 1,209 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $124K.
  • iShares MSCI EAFE ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #339 holding.
  • HM Payson & Co first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • HM Payson & Co's iShares MSCI EAFE ETF position peaked at $4.14M in Q1 2019.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.