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Ipswich Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Ipswich Investment Management’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 		$511K Sell
4,923
-50
-1% -$5.14K 0.11% 127
2026
Q1 		$483K Buy
4,973
+55
+1% +$5.5K 0.11% 128
2025
Q4 		$472K Buy
4,918
+760
+18% +$72.1K 0.11% 126
2025
Q3 		$388K Buy
4,158
+233
+6% +$21.2K 0.09% 134
2025
Q2 		$351K Hold
3,925
– – 0.08% 138
2025
Q1 		$321K Sell
3,925
-599
-13% -$48.3K 0.08% 142
2024
Q4 		$342K Hold
4,524
– – 0.08% 145
2024
Q3 		$378K Sell
4,524
-20
-0.4% -$1.61K 0.09% 141
2024
Q2 		$356K Sell
4,544
-94
-2% -$7.45K 0.08% 144
2024
Q1 		$370K Sell
4,638
-202
-4% -$15.4K 0.09% 146
2023
Q4 		$365K Sell
4,840
-61
-1% -$4.31K 0.09% 141
2023
Q3 		$338K Sell
4,901
-318
-6% -$22.8K 0.09% 140
2023
Q2 		$378K Buy
5,219
+20
+0.4% +$1.45K 0.1% 140
2023
Q1 		$372K Sell
5,199
-603
-10% -$42.2K 0.1% 139
2022
Q4 		$381K Sell
5,802
-460
-7% -$28.8K 0.11% 138
2022
Q3 		$351K Sell
6,262
-1,419
-18% -$88.4K 0.11% 136
2022
Q2 		$480K Sell
7,681
-45
-0.6% -$3.06K 0.14% 122
2022
Q1 		$569K Sell
7,726
-321
-4% -$24K 0.14% 119
2021
Q4 		$633K Sell
8,047
-141
-2% -$11.2K 0.15% 116
2021
Q3 		$639K Sell
8,188
-315
-4% -$25.2K 0.16% 114
2021
Q2 		$671K Sell
8,503
-333
-4% -$26.5K 0.17% 116
2021
Q1 		$670K Sell
8,836
-92
-1% -$6.93K 0.19% 107
2020
Q4 		$651K Sell
8,928
-500
-5% -$34.2K 0.2% 105
2020
Q3 		$600K Sell
9,428
-205
-2% -$13.1K 0.19% 104
2020
Q2 		$586K Hold
9,633
– – 0.2% 101
2020
Q1 		$515K Sell
9,633
-55
-0.6% -$3.49K 0.2% 102
2019
Q4 		$673K Hold
9,688
– – 0.2% 106
2019
Q3 		$632K Sell
9,688
-95
-1% -$6.12K 0.2% 105
2019
Q2 		$643K Sell
9,783
-50
-0.5% -$3.27K 0.21% 103
2019
Q1 		$638K Buy
9,833
+1,550
+19% +$97.7K 0.21% 101
2018
Q4 		$487K Sell
8,283
-153
-2% -$9.56K 0.18% 106
2018
Q3 		$574K Buy
+8,436
New +$570K 0.19% 101
2018
Q2 		– Sell
-8,689
Closed -$605K – 107
2018
Q1 		$605K Sell
8,689
-437
-5% -$31.2K 0.26% 89
2017
Q4 		$642K Buy
9,126
+34
+0.4% +$2.36K 0.27% 86
2017
Q3 		$623K Sell
9,092
-15
-0.2% -$1K 0.28% 84
2017
Q2 		$594K Buy
9,107
+573
+7% +$37.1K 0.28% 82
2017
Q1 		$532K Buy
8,534
+14
+0.2% +$846 0.23% 86
2016
Q4 		$492K Sell
8,520
-1,171
-12% -$67.5K 0.22% 87
2016
Q3 		$573K Sell
9,691
-715
-7% -$41.5K 0.28% 76
2016
Q2 		$581K Sell
10,406
-61,619
-86% -$3.55M 0.29% 76
2016
Q1 		$6.18M Buy
72,025
+57,319
+390% +$3.16M 2.94% 5
2015
Q4 		$864K Sell
14,706
-3,703
-20% -$223K 0.39% 62
2015
Q3 		$1.05M Buy
18,409
+136
+0.7% +$8.4K 0.5% 54
2015
Q2 		$1.16M Buy
18,273
+704
+4% +$46.9K 0.52% 55
2015
Q1 		$1.13M Buy
17,569
+3,927
+29% +$247K 0.49% 56
2014
Q4 		$830K Sell
13,642
-482
-3% -$30.1K 0.35% 62
2014
Q3 		$906K Sell
14,124
-425
-3% -$28.4K 0.39% 56
2014
Q2 		$995K Buy
+14,549
New +$997K 0.39% 60
2014
Q1 		– Sell
-13,233
Closed -$888K – 137
2013
Q4 		$888K Buy
13,233
+77
+0.6% +$5.03K 0.37% 63
2013
Q3 		$840K Buy
+13,156
New +$806K 0.38% 64

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Ipswich Investment Management's EFA Position: Q2 2026 in Review

Ipswich Investment Management reduced its iShares MSCI EAFE ETF (EFA) stake by 1% in Q2 2026, selling an estimated $5.14K and leaving 4,923 shares worth $511K. The position accounts for 0.11% of the portfolio, ranked #127.

Ipswich Investment Management first reported a position in EFA in Q3 2013 and has held it in 50 quarters since. The position peaked at $6.18M in Q1 2016. 639 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Ipswich Investment Management held 4,923 shares of iShares MSCI EAFE ETF worth $511K as of Q2 2026.
  • Ipswich Investment Management sold 50 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $5.14K.
  • iShares MSCI EAFE ETF made up 0.11% of Ipswich Investment Management's portfolio in Q2 2026, its #127 holding.
  • Ipswich Investment Management first reported a position in iShares MSCI EAFE ETF in Q3 2013 and has held it in 50 quarters since.
  • Ipswich Investment Management's iShares MSCI EAFE ETF position peaked at $6.18M in Q1 2016.
  • 639 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.