IC
EFA icon

IEQ Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

IEQ Capital’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 		$32.5M Sell
313,036
-130,488
-29% -$13.4M 0.15% 125
2026
Q1 		$43.1M Buy
443,524
+18,455
+4% +$1.85M 0.2% 93
2025
Q4 		$40.8M Buy
425,069
+25,395
+6% +$2.41M 0.12% 104
2025
Q3 		$37.3M Buy
399,674
+15,986
+4% +$1.45M 0.11% 89
2025
Q2 		$34.3M Buy
383,688
+5,433
+1% +$464K 0.21% 64
2025
Q1 		$30.9M Buy
378,255
+475
+0.1% +$38.3K 0.25% 62
2024
Q4 		$28.6M Buy
377,780
+85,018
+29% +$6.73M 0.28% 51
2024
Q3 		$24.5M Buy
292,762
+9,210
+3% +$741K 0.3% 49
2024
Q2 		$22.2M Buy
283,552
+2,333
+0.8% +$185K 0.3% 51
2024
Q1 		$22.5M Buy
281,219
+5,421
+2% +$415K 0.32% 49
2023
Q4 		$20.8M Sell
275,798
-10,749
-4% -$760K 0.35% 48
2023
Q3 		$19.7M Buy
286,547
+11,775
+4% +$844K 0.4% 47
2023
Q2 		$19.9M Buy
274,772
+50,150
+22% +$3.64M 0.4% 47
2023
Q1 		$16.1M Buy
224,622
+21,124
+10% +$1.48M 0.37% 46
2022
Q4 		$13.4M Buy
203,498
+1,509
+0.7% +$94.5K 0.37% 49
2022
Q3 		$11.3M Buy
201,989
+32,662
+19% +$2.04M 0.31% 51
2022
Q2 		$10.6M Sell
169,327
-6,335
-4% -$431K 0.32% 55
2022
Q1 		$12.9M Buy
175,662
+5,388
+3% +$403K 0.31% 53
2021
Q4 		$13.4M Buy
170,274
+256
+0.2% +$20.3K 0.31% 54
2021
Q3 		$13.3M Buy
170,018
+990
+0.6% +$79.2K 0.35% 49
2021
Q2 		$13.3M Sell
169,028
-1,459
-0.9% -$116K 0.39% 42
2021
Q1 		$12.9M Sell
170,487
-10,889
-6% -$820K 0.53% 35
2020
Q4 		$13.2M Sell
181,376
-41,381
-19% -$2.83M 0.59% 39
2020
Q3 		$14.2M Buy
222,757
+1,124
+0.5% +$71.9K 0.76% 24
2020
Q2 		$13.5M Sell
221,633
-172,398
-44% -$9.97M 0.88% 24
2020
Q1 		$21.1M Buy
394,031
+277,745
+239% +$17.6M 1.69% 14
2019
Q4 		$8.07M Buy
+116,286
New +$7.85M 0.71% 24

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

IEQ Capital's EFA Position: Q2 2026 in Review

IEQ Capital reduced its iShares MSCI EAFE ETF (EFA) stake by 29% in Q2 2026, selling an estimated $13.4M and leaving 313,036 shares worth $32.5M. The position accounts for 0.15% of the portfolio, ranked #125.

IEQ Capital first reported a position in EFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $43.1M in Q1 2026. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • IEQ Capital held 313,036 shares of iShares MSCI EAFE ETF worth $32.5M as of Q2 2026.
  • IEQ Capital sold 130,488 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $13.4M.
  • iShares MSCI EAFE ETF made up 0.15% of IEQ Capital's portfolio in Q2 2026, its #125 holding.
  • IEQ Capital first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • IEQ Capital's iShares MSCI EAFE ETF position peaked at $43.1M in Q1 2026.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.