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Howe & Rusling’s iShares MSCI EAFE ETF EFA Stock Holding History

Howe & Rusling’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 		$116K Buy
1,197
+447
+60% +$44.7K 0.01% 319
2025
Q4 		$72K Hold
750
– – ﹤0.01% 349
2025
Q3 		$70K Hold
750
– – ﹤0.01% 337
2025
Q2 		$67K Buy
750
+7
+0.9% +$598 0.01% 337
2025
Q1 		$60.7K Buy
743
+370
+99% +$29.8K 0.01% 321
2024
Q4 		$28.2K Buy
373
+42
+13% +$3.33K ﹤0.01% 333
2024
Q3 		$27.7K Buy
331
+93
+39% +$7.48K ﹤0.01% 322
2024
Q2 		$18.6K Hold
238
– – ﹤0.01% 315
2024
Q1 		$19K Sell
238
-98
-29% -$7.5K ﹤0.01% 319
2023
Q4 		$25.3K Buy
336
+178
+113% +$12.6K ﹤0.01% 296
2023
Q3 		$10.9K Sell
158
-80
-34% -$5.73K ﹤0.01% 296
2023
Q2 		$17.3K Buy
+238
New +$17.3K ﹤0.01% 285
2023
Q1 		– Sell
-80
Closed -$5.25K – 311
2022
Q4 		$5.25K Hold
80
– – ﹤0.01% 296
2022
Q3 		$4K Sell
80
-2,235
-97% -$139K ﹤0.01% 706
2022
Q2 		$145K Hold
2,315
– – 0.02% 225
2022
Q1 		$170K Hold
2,315
– – 0.02% 214
2021
Q4 		$182K Hold
2,315
– – 0.02% 208
2021
Q3 		$181K Buy
2,315
+80
+4% +$6.4K 0.02% 200
2021
Q2 		$176K Sell
2,235
-363
-14% -$28.8K 0.02% 201
2021
Q1 		$197K Sell
2,598
-29
-1% -$2.18K 0.03% 180
2020
Q4 		$192K Buy
2,627
+392
+18% +$26.8K 0.03% 168
2020
Q3 		$142K Hold
2,235
– – 0.02% 180
2020
Q2 		$136K Hold
2,235
– – 0.03% 166
2020
Q1 		$119K Buy
2,235
+1,725
+338% +$109K 0.03% 180
2019
Q4 		$35K Buy
+510
New +$34.4K 0.01% 327
2019
Q1 		– Sell
-175
Closed -$10K – 829
2018
Q4 		$10K Sell
175
-2,635
-94% -$165K ﹤0.01% 440
2018
Q3 		$191K Hold
2,810
– – 0.03% 160
2018
Q2 		$188K Sell
2,810
-8,878
-76% -$622K 0.03% 159
2018
Q1 		$814K Buy
11,688
+10,608
+982% +$756K 0.15% 87
2017
Q4 		$76K Buy
+1,080
New +$75.1K 0.01% 259
2017
Q1 		– Sell
-19,183
Closed -$1.11M – 1006
2016
Q4 		$1.11M Buy
19,183
+18,783
+4,696% +$1.08M 0.24% 78
2016
Q3 		$24K Buy
400
+366
+1,076% +$21.2K 0.01% 341
2016
Q2 		$2K Sell
34
-3,430
-99% -$197K ﹤0.01% 810
2016
Q1 		$198K Buy
3,464
+3,430
+10,088% +$189K 0.04% 144
2015
Q4 		$2K Hold
34
– – ﹤0.01% 817
2015
Q3 		$2K Hold
34
– – ﹤0.01% 815
2015
Q2 		$2K Hold
34
– – ﹤0.01% 848
2015
Q1 		$2K Hold
34
– – ﹤0.01% 760
2014
Q4 		$2K Hold
34
– – ﹤0.01% 765
2014
Q3 		$2K Sell
34
-100
-75% -$6.67K ﹤0.01% 736
2014
Q2 		$9K Buy
+134
New +$9.18K ﹤0.01% 502
2014
Q1 		– Sell
-471
Closed -$32K – 859
2013
Q4 		$32K Sell
471
-94
-17% -$6.14K 0.01% 347
2013
Q3 		$36K Sell
565
-1,298
-70% -$79.5K 0.01% 379
2013
Q2 		$107K Buy
+1,863
New +$113K 0.03% 208

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

Howe & Rusling's EFA Position: Q1 2026 in Review

Howe & Rusling increased its iShares MSCI EAFE ETF (EFA) stake by 60% in Q1 2026, buying an estimated $44.7K and bringing the position to 1,197 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #319.

Howe & Rusling first reported a position in EFA in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.11M in Q4 2016. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Howe & Rusling held 1,197 shares of iShares MSCI EAFE ETF worth $116K as of Q1 2026.
  • Howe & Rusling bought 447 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $44.7K.
  • iShares MSCI EAFE ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #319 holding.
  • Howe & Rusling first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 44 quarters since.
  • Howe & Rusling's iShares MSCI EAFE ETF position peaked at $1.11M in Q4 2016.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.