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

Investment Research 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 		$741K Hold
7,138
– – 0.25% 93
2026
Q1 		$693K Sell
7,138
-516
-7% -$51.6K 0.28% 90
2025
Q4 		$735K Hold
7,654
– – 0.32% 77
2025
Q3 		$728K Buy
+7,654
New +$696K 0.33% 76

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Investment Research Partners's EFA Position: Q2 2026 in Review

Investment Research Partners held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 7,138 shares worth $741K. The position accounts for 0.25% of the portfolio, ranked #93.

Investment Research Partners first reported a position in EFA in Q3 2025 and has held it in 4 quarters since. 1,849 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Investment Research Partners held 7,138 shares of iShares MSCI EAFE ETF worth $741K as of Q2 2026.
  • Investment Research Partners left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.25% of Investment Research Partners's portfolio in Q2 2026, its #93 holding.
  • Investment Research Partners first reported a position in iShares MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,849 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.