Horizon Investment Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Horizon Investment Services’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 Q1	$400K	Hold	4,122	–	–	0.14%	95
2025 Q4	$396K	Hold	4,122	–	–	0.14%	89
2025 Q3	$385K	Hold	4,122	–	–	0.15%	84
2025 Q2	$368K	Hold	4,122	–	–	0.16%	82
2025 Q1	$337K	Hold	4,122	–	–	0.16%	84
2024 Q4	$312K	Buy	4,122 +500	+14%	+$39.6K	0.13%	100
2024 Q3	$303K	Hold	3,622	–	–	0.13%	95
2024 Q2	$284K	Hold	3,622	–	–	0.13%	96
2024 Q1	$289K	Hold	3,622	–	–	0.14%	95
2023 Q4	$273K	Buy	3,622 +28	+0.8%	+$1.98K	0.15%	92
2023 Q3	$248K	Hold	3,594	–	–	0.15%	93
2023 Q2	$261K	Hold	3,594	–	–	0.16%	92
2023 Q1	$257K	Hold	3,594	–	–	0.16%	98
2022 Q4	$236K	Buy	+3,594	New	+$225K	0.17%	95
2016 Q1	–	Sell	-5,128	Closed	-$301K	–	118
2015 Q4	$301K	Sell	5,128 -47	-0.9%	-$2.83K	0.13%	98
2015 Q3	$297K	Buy	5,175 +123	+2%	+$7.59K	0.14%	94
2015 Q2	$321K	Buy	5,052 +416	+9%	+$27.7K	0.13%	103
2015 Q1	$298K	Buy	+4,636	New	+$292K	0.12%	112

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

Horizon Investment Services's EFA Position: Q1 2026 in Review

Horizon Investment Services held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 4,122 shares worth $400K. The position accounts for 0.14% of the portfolio, ranked #95.

Horizon Investment Services first reported a position in EFA in Q1 2015 and has held it in 18 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Horizon Investment Services held 4,122 shares of iShares MSCI EAFE ETF worth $400K as of Q1 2026.
Horizon Investment Services left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.14% of Horizon Investment Services's portfolio in Q1 2026, its #95 holding.
Horizon Investment Services first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 18 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Horizon Investment Services's 13F filing for Q1 2026, filed 15 May 2026.