HT Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

HT Partners’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	$45.1M	Sell	434,456 -16,032	-4%	-$1.65M	12.5%	2
2026 Q1	$43.8M	Sell	450,488 -4,938	-1%	-$494K	13.25%	2
2025 Q4	$43.7M	Sell	455,426 -281	-0.1%	-$26.7K	13%	2
2025 Q3	$42.5M	Sell	455,707 -35,719	-7%	-$3.25M	13.01%	2
2025 Q2	$43.9M	Sell	491,426 -1,834	-0.4%	-$157K	13.42%	2
2025 Q1	$40.3M	Sell	493,260 -83,831	-15%	-$6.76M	13.83%	2
2024 Q4	$43.6M	Sell	577,091 -877	-0.2%	-$69.5K	14.84%	2
2024 Q3	$48.3M	Sell	577,968 -35,946	-6%	-$2.89M	17.11%	2
2024 Q2	$48.1M	Sell	613,914 -1,406	-0.2%	-$111K	17%	2
2024 Q1	$49.1M	Sell	615,320 -2,420	-0.4%	-$185K	17.79%	2
2023 Q4	$46.5M	Buy	617,740 +12,275	+2%	+$868K	18.55%	2
2023 Q3	$41.7M	Sell	605,465 -4,773	-0.8%	-$342K	12.47%	2
2023 Q2	$44.2M	Sell	610,238 -2,711	-0.4%	-$197K	12.74%	2
2023 Q1	$43.8M	Sell	612,949 -18,329	-3%	-$1.28M	12.95%	2
2022 Q4	$41.4M	Sell	631,278 -1,863	-0.3%	-$117K	13.62%	2
2022 Q3	$35.5M	Sell	633,141 -277	-0%	-$17.3K	15.14%	3
2022 Q2	$39.6M	Buy	633,418 +1,668	+0.3%	+$114K	15.75%	2
2022 Q1	$46.5M	Sell	631,750 -1,655	-0.3%	-$124K	14.33%	2
2021 Q4	$49.8M	Sell	633,405 -5	-0%	-$396	14.57%	2
2021 Q3	$49.4M	Sell	633,410 -261	-0%	-$20.9K	15.1%	2
2021 Q2	$50M	Sell	633,671 -665	-0.1%	-$52.8K	15.36%	2
2021 Q1	$48.1M	Sell	634,336 -63,621	-9%	-$4.79M	15.9%	2
2020 Q4	$50.9M	Sell	697,957 -2,745	-0.4%	-$188K	17.19%	2
2020 Q3	$44.6M	Sell	700,702 -492	-0.1%	-$31.5K	16.93%	2
2020 Q2	$42.7M	Sell	701,194 -4,342	-0.6%	-$251K	17.19%	2
2020 Q1	$37.7M	Buy	705,536 +699,956	+12,544%	+$44.4M	17.32%	2
2019 Q4	$387K	Sell	5,580 -60	-1%	-$4.05K	0.15%	22
2019 Q3	$368K	Hold	5,640	–	–	0.15%	22
2019 Q2	$371K	Hold	5,640	–	–	0.16%	22
2019 Q1	$366K	Sell	5,640 -590	-9%	-$37.2K	0.16%	22
2018 Q4	$366K	Buy	+6,230	New	+$389K	0.18%	19

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

HT Partners's EFA Position: Q2 2026 in Review

HT Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 3.6% in Q2 2026, selling an estimated $1.65M and leaving 434,456 shares worth $45.1M. The position accounts for 12.5% of the portfolio, ranked #2.

HT Partners first reported a position in EFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $50.9M in Q4 2020. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

HT Partners held 434,456 shares of iShares MSCI EAFE ETF worth $45.1M as of Q2 2026.
HT Partners sold 16,032 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.65M.
iShares MSCI EAFE ETF made up 12.5% of HT Partners's portfolio in Q2 2026, its #2 holding.
HT Partners first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
HT Partners's iShares MSCI EAFE ETF position peaked at $50.9M in Q4 2020.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on HT Partners's 13F filing for Q2 2026, filed 16 Jul 2026.