Howland Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Howland Capital Management’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	$601K	Hold	5,781	–	–	0.02%	196
2026 Q1	$562K	Buy	5,781 +67	+1%	+$6.7K	0.02%	191
2025 Q4	$549K	Hold	5,714	–	–	0.02%	191
2025 Q3	$534K	Sell	5,714 -39	-0.7%	-$3.54K	0.02%	199
2025 Q2	$514K	Sell	5,753 -278	-5%	-$23.7K	0.02%	199
2025 Q1	$493K	Sell	6,031 -1,345	-18%	-$108K	0.02%	200
2024 Q4	$558K	Sell	7,376 -568	-7%	-$45K	0.02%	198
2024 Q3	$664K	Buy	7,944 +50	+0.6%	+$4.02K	0.03%	183
2024 Q2	$618K	Hold	7,894	–	–	0.03%	175
2024 Q1	$630K	Sell	7,894 -1,725	-18%	-$132K	0.03%	168
2023 Q4	$725K	Sell	9,619 -1,072	-10%	-$75.8K	0.04%	158
2023 Q3	$737K	Sell	10,691 -400	-4%	-$28.7K	0.04%	148
2023 Q2	$804K	Hold	11,091	–	–	0.05%	142
2023 Q1	$793K	Buy	11,091 +3,900	+54%	+$273K	0.05%	143
2022 Q4	$472K	Hold	7,191	–	–	0.03%	179
2022 Q3	$403K	Sell	7,191 -110	-2%	-$6.86K	0.03%	184
2022 Q2	$456K	Hold	7,301	–	–	0.03%	172
2022 Q1	$537K	Hold	7,301	–	–	0.03%	146
2021 Q4	$574K	Hold	7,301	–	–	0.03%	143
2021 Q3	$570K	Hold	7,301	–	–	0.03%	157
2021 Q2	$576K	Hold	7,301	–	–	0.03%	156
2021 Q1	$554K	Buy	7,301 +4,166	+133%	+$314K	0.03%	158
2020 Q4	$229K	Hold	3,135	–	–	0.01%	211
2020 Q3	$200K	Sell	3,135 -800	-20%	-$51.2K	0.01%	208
2020 Q2	$240K	Sell	3,935 -221	-5%	-$12.8K	0.02%	190
2020 Q1	$222K	Hold	4,156	–	–	0.02%	183
2019 Q4	$289K	Buy	4,156 +1,021	+33%	+$69K	0.02%	184
2019 Q3	$204K	Sell	3,135 -11	-0.3%	-$709	0.02%	204
2019 Q2	$207K	Sell	3,146 -659	-17%	-$43.1K	0.02%	196
2019 Q1	$247K	Buy	3,805 +300	+9%	+$18.9K	0.02%	181
2018 Q4	$206K	Sell	3,505 -1,320	-27%	-$82.4K	0.02%	192
2018 Q3	$328K	Buy	4,825 +362	+8%	+$24.4K	0.02%	179
2018 Q2	$299K	Buy	4,463 +17	+0.4%	+$1.19K	0.02%	181
2018 Q1	$310K	Buy	4,446 +601	+16%	+$42.9K	0.03%	185
2017 Q4	$270K	Sell	3,845 -5	-0.1%	-$348	0.02%	198
2017 Q3	$264K	Buy	3,850 +187	+5%	+$12.5K	0.02%	193
2017 Q2	$239K	Sell	3,663 -8,150	-69%	-$527K	0.02%	202
2017 Q1	$736K	Buy	11,813 +200	+2%	+$12.1K	0.06%	131
2016 Q4	$670K	Buy	11,613 +266	+2%	+$15.3K	0.06%	137
2016 Q3	$671K	Buy	11,347 +90	+0.8%	+$5.22K	0.06%	132
2016 Q2	$628K	Buy	11,257 +383	+4%	+$22K	0.06%	135
2016 Q1	$622K	Hold	10,874	–	–	0.06%	131
2015 Q4	$639K	Buy	10,874 +15	+0.1%	+$904	0.06%	136
2015 Q3	$622K	Sell	10,859 -800	-7%	-$49.4K	0.07%	134
2015 Q2	$740K	Buy	11,659 +40	+0.3%	+$2.66K	0.08%	129
2015 Q1	$746K	Buy	11,619 +32	+0.3%	+$2.02K	0.08%	123
2014 Q4	$705K	Buy	11,587 +300	+3%	+$18.7K	0.07%	128
2014 Q3	$724K	Buy	11,287 +7	+0.1%	+$467	0.07%	123
2014 Q2	$771K	Buy	11,280 +195	+2%	+$13.4K	0.08%	113
2014 Q1	$745K	Buy	11,085 +25	+0.2%	+$1.65K	0.08%	115
2013 Q4	$742K	Sell	11,060 -200	-2%	-$13.1K	0.09%	114
2013 Q3	$718K	Buy	11,260 +850	+8%	+$52.1K	0.1%	111
2013 Q2	$596K	Buy	+10,410	New	+$629K	0.09%	97

Other funds holding EFA

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Howland Capital Management's EFA Position: Q2 2026 in Review

Howland Capital Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 5,781 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #196.

Howland Capital Management first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $804K in Q2 2023. 629 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Howland Capital Management held 5,781 shares of iShares MSCI EAFE ETF worth $601K as of Q2 2026.
Howland Capital Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.02% of Howland Capital Management's portfolio in Q2 2026, its #196 holding.
Howland Capital Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
Howland Capital Management's iShares MSCI EAFE ETF position peaked at $804K in Q2 2023.
629 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.