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

Investment 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
Q1 		$4.05M Sell
41,681
-51
-0.1% -$5.1K 1.44% 19
2025
Q4 		$4.01M Sell
41,732
-6,080
-13% -$577K 1.4% 19
2025
Q3 		$4.46M Hold
47,812
– – 1.57% 19
2025
Q2 		$4.27M Hold
47,812
– – 1.62% 19
2025
Q1 		$3.91M Sell
47,812
-1,143
-2% -$92.1K 1.62% 19
2024
Q4 		$3.7M Sell
48,955
-426
-0.9% -$33.7K 1.52% 20
2024
Q3 		$4.13M Buy
49,381
+227
+0.5% +$18.3K 1.72% 15
2024
Q2 		$3.85M Buy
49,154
+5
+0% +$396 1.73% 14
2024
Q1 		$3.93M Hold
49,149
– – 1.78% 14
2023
Q4 		$3.7M Buy
49,149
+98
+0.2% +$6.93K 1.82% 14
2023
Q3 		$3.38M Sell
49,051
-198
-0.4% -$14.2K 1.78% 14
2023
Q2 		$3.57M Sell
49,249
-55
-0.1% -$3.99K 1.86% 14
2023
Q1 		$3.53M Hold
49,304
– – 1.85% 14
2022
Q4 		$3.24M Sell
49,304
-3,723
-7% -$233K 1.71% 15
2022
Q3 		$2.97M Buy
53,027
+3,116
+6% +$194K 0.88% 27
2022
Q2 		$3.12M Sell
49,911
-28
-0.1% -$1.91K 1.52% 15
2022
Q1 		$3.68M Hold
49,939
– – 1.55% 16
2021
Q4 		$3.93M Buy
49,939
+181
+0.4% +$14.3K 1.6% 14
2021
Q3 		$3.88M Buy
49,758
+845
+2% +$67.6K 1.76% 14
2021
Q2 		$3.86M Sell
48,913
-6,004
-11% -$477K 1.76% 14
2021
Q1 		$4.17M Buy
54,917
+4,793
+10% +$361K 2.02% 12
2020
Q4 		$3.66M Hold
50,124
– – 1.94% 13
2020
Q3 		$3.19M Sell
50,124
-3,073
-6% -$197K 1.9% 14
2020
Q2 		$3.24M Buy
53,197
+440
+0.8% +$25.4K 1.9% 12
2020
Q1 		$2.82M Sell
52,757
-752
-1% -$47.7K 2.03% 11
2019
Q4 		$3.72M Buy
53,509
+378
+0.7% +$25.5K 2.51% 9
2019
Q3 		$3.46M Buy
53,131
+60
+0.1% +$3.87K 2.53% 8
2019
Q2 		$3.49M Sell
53,071
-5,379
-9% -$352K 2.5% 6
2019
Q1 		$3.79M Buy
58,450
+2,800
+5% +$176K 2.74% 7
2018
Q4 		$3.27M Buy
55,650
+300
+0.5% +$18.7K 2.76% 7
2018
Q3 		$10.2K Buy
55,350
+952
+2% +$64.3K 5.69% 2
2018
Q2 		$3.64M Buy
54,398
+5,900
+12% +$414K 2.71% 7
2018
Q1 		$3.38M Buy
48,498
+4,967
+11% +$354K 2.52% 6
2017
Q4 		$3.06M Hold
43,531
– – 2.27% 10
2017
Q3 		$2.98M Hold
43,531
– – 2.55% 9
2017
Q2 		$2.84M Hold
43,531
– – 2.58% 9
2017
Q1 		$2.71M Buy
43,531
+422
+1% +$25.5K 2.61% 6
2016
Q4 		$2.49M Sell
43,109
-1,241
-3% -$71.6K 2.43% 6
2016
Q3 		$2.62M Buy
44,350
+1,794
+4% +$104K 1.48% 17
2016
Q2 		$2.38M Buy
42,556
+4,286
+11% +$247K 2.37% 8
2016
Q1 		$2.25M Buy
38,270
+1,357
+4% +$74.8K 1.46% 18
2015
Q4 		$2.17M Buy
36,913
+733
+2% +$44.2K 2.61% 7
2015
Q3 		$2.07M Sell
36,180
-606
-2% -$37.4K 2.71% 7
2015
Q2 		$2.34M Buy
36,786
+1,000
+3% +$66.6K 2.82% 7
2015
Q1 		$2.3M Buy
35,786
+44
+0.1% +$2.77K 2.52% 9
2014
Q4 		$2.18M Buy
+35,742
New +$2.23M 2.51% 9

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

Investment Partners's EFA Position: Q1 2026 in Review

Investment Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 0.12% in Q1 2026, selling an estimated $5.1K and leaving 41,681 shares worth $4.05M. The position accounts for 1.44% of the portfolio, ranked #19.

Investment Partners first reported a position in EFA in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.46M in Q3 2025. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Investment Partners held 41,681 shares of iShares MSCI EAFE ETF worth $4.05M as of Q1 2026.
  • Investment Partners sold 51 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $5.1K.
  • iShares MSCI EAFE ETF made up 1.44% of Investment Partners's portfolio in Q1 2026, its #19 holding.
  • Investment Partners first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 46 quarters since.
  • Investment Partners's iShares MSCI EAFE ETF position peaked at $4.46M in Q3 2025.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.