HSBC Holdings’s iShares MSCI EAFE ETF EFA Stock Holding History

HSBC Holdings’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	–	Sell	-314,000	Closed	-$30.2M	–	2999
2025 Q4	$30.2M	Buy	314,000 +295,000	+1,553%	+$28M	0.02%	625
2025 Q3	$1.77M	Hold	19,000	–	–	﹤0.01%	1548
2025 Q2	$1.7M	Hold	19,000	–	–	﹤0.01%	1547
2025 Q1	$1.55M	Sell	19,000 -163,500	-90%	-$13.2M	﹤0.01%	1566
2024 Q4	$13.8M	Hold	182,500	–	–	0.01%	825
2024 Q3	$15.3M	Hold	182,500	–	–	0.01%	806
2024 Q2	$14.3M	Hold	182,500	–	–	0.01%	767
2024 Q1	$14.6M	Sell	182,500 -345,000	-65%	-$26.4M	0.01%	777
2023 Q4	$39.7M	Hold	527,500	–	–	0.03%	480
2023 Q3	$36.3M	Hold	527,500	–	–	0.04%	457
2023 Q2	$38.2M	Sell	527,500 -450,000	-46%	-$32.7M	0.04%	449
2023 Q1	$69.8M	Buy	977,500 +346,500	+55%	+$24.2M	0.08%	243
2022 Q4	$41.5M	Hold	631,000	–	–	0.05%	402
2022 Q3	$35.4M	Hold	631,000	–	–	0.06%	345
2022 Q2	$39.4M	Hold	631,000	–	–	0.06%	352
2022 Q1	$46.7M	Hold	631,000	–	–	0.06%	335
2021 Q4	$49.8M	Sell	631,000 -345,000	-35%	-$27.3M	0.05%	390
2021 Q3	$76.2M	Buy	976,000 +103,500	+12%	+$8.28M	0.08%	216
2021 Q2	$68.6M	Buy	872,500 +527,500	+153%	+$41.9M	0.07%	254
2021 Q1	$26.3M	Buy	+345,000	New	+$26M	0.03%	512
2019 Q4	–	Sell	-2,275,000	Closed	-$148M	–	3075
2019 Q3	$148M	Sell	2,275,000 -1,042,200	-31%	-$67.2M	0.28%	59
2019 Q2	$218M	Buy	3,317,200 +2,092,200	+171%	+$137M	0.41%	39
2019 Q1	$79.5M	Sell	1,225,000 -2,448,400	-67%	-$154M	0.15%	145
2018 Q4	$216M	Buy	3,673,400 +1,665,400	+83%	+$104M	0.4%	42
2018 Q3	$137M	Buy	2,008,000 +453,400	+29%	+$30.6M	0.22%	83
2018 Q2	$104M	Buy	1,554,600 +694,300	+81%	+$48.7M	0.19%	96
2018 Q1	$59.9M	Buy	+860,300	New	+$61.3M	0.09%	210
2017 Q4	–	Sell	-2,027,500	Closed	-$139M	–	2141
2017 Q3	$139M	Buy	2,027,500 +100,000	+5%	+$6.69M	0.22%	79
2017 Q2	$126M	Buy	1,927,500 +300,000	+18%	+$19.4M	0.23%	73
2017 Q1	$101M	Sell	1,627,500 -1,177,000	-42%	-$71.2M	0.21%	86
2016 Q4	$162M	Buy	2,804,500 +2,679,500	+2,144%	+$155M	0.38%	45
2016 Q3	$7.39M	Sell	125,000 -1,193,000	-91%	-$69.2M	0.02%	775
2016 Q2	$73.6M	Buy	+1,318,000	New	+$75.8M	0.2%	108
2016 Q1	–	Sell	-406,100	Closed	-$23.8M	–	2125
2015 Q4	$23.8M	Buy	+406,100	New	+$24.5M	0.06%	381
2015 Q2	–	Sell	-1,817,100	Closed	-$117M	–	2130
2015 Q1	$117M	Sell	1,817,100 -39,300	-2%	-$2.47M	0.22%	91
2014 Q4	$113M	Buy	1,856,400 +890,100	+92%	+$55.6M	0.23%	87
2014 Q3	$62M	Buy	966,300 +326,800	+51%	+$21.8M	0.13%	162
2014 Q2	$43.7M	Sell	639,500 -448,000	-41%	-$30.7M	0.09%	216
2014 Q1	$73.1M	Buy	1,087,500 +585,200	+117%	+$38.7M	0.17%	120
2013 Q4	$33.7M	Buy	502,300 +161,100	+47%	+$10.5M	0.09%	259
2013 Q3	$21.8M	Buy	+341,200	New	+$20.9M	0.06%	364

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

HSBC Holdings's EFA Position: Q1 2026 in Review

HSBC Holdings increased its iShares MSCI EAFE ETF (EFA) stake by 60% in Q1 2026, buying an estimated $22M and bringing the position to 583,389 shares worth $55.7M. The position accounts for 0.03% of the portfolio, ranked #482.

HSBC Holdings first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $222M in Q2 2015. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

HSBC Holdings held 583,389 shares of iShares MSCI EAFE ETF worth $55.7M as of Q1 2026.
HSBC Holdings bought 219,400 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $22M.
iShares MSCI EAFE ETF made up 0.03% of HSBC Holdings's portfolio in Q1 2026, its #482 holding.
HSBC Holdings first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
HSBC Holdings's iShares MSCI EAFE ETF position peaked at $222M in Q2 2015.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.