HI
EFA icon

Horizon Investments’s iShares MSCI EAFE ETF EFA Stock Holding History

Horizon Investments’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 		$138K Buy
1,420
+1,158
+442% +$116K ﹤0.01% 1043
2025
Q4 		$25.2K Buy
262
+252
+2,520% +$23.9K ﹤0.01% 1143
2025
Q3 		$934 Sell
10
-500
-98% -$45.5K ﹤0.01% 1120
2025
Q2 		$45.6K Sell
510
-1
-0.2% -$85 ﹤0.01% 971
2025
Q1 		$41.8K Sell
511
-6
-1% -$484 ﹤0.01% 652
2024
Q4 		$39.1K Buy
517
+7
+1% +$554 ﹤0.01% 652
2024
Q3 		$42.7K Sell
510
-147
-22% -$11.8K ﹤0.01% 641
2024
Q2 		$51.5K Sell
657
-6
-0.9% -$475 ﹤0.01% 642
2024
Q1 		$52.9K Sell
663
-756
-53% -$57.8K ﹤0.01% 625
2023
Q4 		$107K Buy
1,419
+771
+119% +$54.5K ﹤0.01% 597
2023
Q3 		$44.7K Buy
648
+644
+16,100% +$46.1K ﹤0.01% 631
2023
Q2 		$290 Sell
4
-4
-50% -$290 ﹤0.01% 731
2023
Q1 		$572 Buy
+8
New +$560 ﹤0.01% 682
2017
Q3 		– Sell
-1,511,999
Closed -$98.6M – 172
2017
Q2 		$98.6M Buy
1,511,999
+716,509
+90% +$46.4M 5.88% 6
2017
Q1 		$49.6M Sell
795,490
-1,208,571
-60% -$73.1M 3.28% 8
2016
Q4 		$116M Buy
+2,004,061
New +$116M 7.98% 3
2015
Q4 		– Sell
-1,568,376
Closed -$89.9M – 97
2015
Q3 		$89.9M Buy
+1,568,376
New +$96.8M 8.3% 2
2015
Q1 		– Sell
-108,743
Closed -$6.62M – 119
2014
Q4 		$6.62M Buy
108,743
+16,571
+18% +$1.03M 0.67% 22
2014
Q3 		$5.91M Buy
92,172
+10,389
+13% +$693K 0.62% 23
2014
Q2 		$5.59M Buy
81,783
+14,495
+22% +$993K 0.67% 24
2014
Q1 		$4.52M Sell
67,288
-5,922
-8% -$391K 0.59% 23
2013
Q4 		$4.91M Buy
73,210
+17,919
+32% +$1.17M 0.75% 14
2013
Q3 		$3.53M Buy
55,291
+14,740
+36% +$903K 0.82% 13
2013
Q2 		$2.32M Buy
+40,551
New +$2.45M 0.68% 15

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Horizon Investments's EFA Position: Q1 2026 in Review

Horizon Investments increased its iShares MSCI EAFE ETF (EFA) stake by 442% in Q1 2026, buying an estimated $116K and bringing the position to 1,420 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Horizon Investments first reported a position in EFA in Q2 2013 and has held it in 24 quarters since. The position peaked at $116M in Q4 2016. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Horizon Investments held 1,420 shares of iShares MSCI EAFE ETF worth $138K as of Q1 2026.
  • Horizon Investments bought 1,158 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $116K.
  • iShares MSCI EAFE ETF made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1043 holding.
  • Horizon Investments first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 24 quarters since.
  • Horizon Investments's iShares MSCI EAFE ETF position peaked at $116M in Q4 2016.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

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