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Insight Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Insight Advisors’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 		$586K Buy
6,029
+1,794
+42% +$179K 0.11% 125
2025
Q4 		$407K Buy
4,235
+65
+2% +$6.17K 0.06% 177
2025
Q3 		$390K Sell
4,170
-3
-0.1% -$273 0.06% 182
2025
Q2 		$373K Sell
4,173
-51
-1% -$4.35K 0.06% 188
2025
Q1 		$345K Hold
4,224
– – 0.06% 191
2024
Q4 		$319K Sell
4,224
-340
-7% -$26.9K 0.05% 211
2024
Q3 		$382K Sell
4,564
-77
-2% -$6.2K 0.07% 197
2024
Q2 		$363K Buy
4,641
+419
+10% +$33.2K 0.07% 204
2024
Q1 		$337K Buy
4,222
+386
+10% +$29.5K 0.06% 216
2023
Q4 		$289K Buy
3,836
+237
+7% +$16.8K 0.06% 220
2023
Q3 		$248K Buy
3,599
+440
+14% +$31.5K 0.06% 235
2023
Q2 		$229K Buy
+3,159
New +$229K 0.05% 254

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

Insight Advisors's EFA Position: Q1 2026 in Review

Insight Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 42% in Q1 2026, buying an estimated $179K and bringing the position to 6,029 shares worth $586K. The position accounts for 0.11% of the portfolio, ranked #125.

Insight Advisors first reported a position in EFA in Q2 2023 and has held it in 12 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Insight Advisors held 6,029 shares of iShares MSCI EAFE ETF worth $586K as of Q1 2026.
  • Insight Advisors bought 1,794 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $179K.
  • iShares MSCI EAFE ETF made up 0.11% of Insight Advisors's portfolio in Q1 2026, its #125 holding.
  • Insight Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 12 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.