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

Ironwood 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
Q1 		$12.2M Buy
125,547
+4,195
+3% +$420K 5.09% 2
2025
Q4 		$11.7M Buy
121,352
+7,253
+6% +$688K 4.9% 2
2025
Q3 		$10.7M Buy
114,099
+3,459
+3% +$314K 4.65% 2
2025
Q2 		$9.89M Buy
110,640
+2,659
+2% +$227K 4.81% 2
2025
Q1 		$8.83M Buy
107,981
+6
+0% +$484 4.81% 2
2024
Q4 		$8.16M Sell
107,975
-143
-0.1% -$11.3K 4.06% 3
2024
Q3 		$9.04M Buy
108,118
+339
+0.3% +$27.3K 4.4% 2
2024
Q2 		$8.44M Buy
107,779
+2,078
+2% +$165K 4.51% 2
2024
Q1 		$8.44M Sell
105,701
-3,623
-3% -$277K 4.12% 2
2023
Q4 		$8.24M Buy
109,324
+8,282
+8% +$585K 4.33% 3
2023
Q3 		$6.96M Buy
101,042
+11,534
+13% +$826K 4.25% 3
2023
Q2 		$6.49M Buy
89,508
+12,441
+16% +$903K 3.74% 3
2023
Q1 		$5.51M Buy
77,067
+328
+0.4% +$22.9K 3.45% 2
2022
Q4 		$5.04M Buy
76,739
+6,716
+10% +$421K 3.32% 2
2022
Q3 		$3.92M Buy
70,023
+9,906
+16% +$617K 2.74% 2
2022
Q2 		$3.76M Buy
60,117
+1,632
+3% +$111K 2.51% 4
2022
Q1 		$4.3M Buy
58,485
+8,966
+18% +$671K 2.34% 5
2021
Q4 		$3.9M Sell
49,519
-329
-0.7% -$26.1K 1.93% 7
2021
Q3 		$3.89M Sell
49,848
-1,269
-2% -$102K 2.02% 8
2021
Q2 		$4.03M Buy
51,117
+496
+1% +$39.4K 2.04% 7
2021
Q1 		$3.84M Buy
50,621
+738
+1% +$55.6K 2.03% 7
2020
Q4 		$3.64M Sell
49,883
-182
-0.4% -$12.4K 2.13% 7
2020
Q3 		$3.19M Buy
50,065
+3,485
+7% +$223K 2.28% 6
2020
Q2 		$2.83M Buy
46,580
+27,998
+151% +$1.62M 2.21% 5
2020
Q1 		$993K Buy
+18,582
New +$1.18M 0.99% 31

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

Ironwood Investment Management's EFA Position: Q1 2026 in Review

Ironwood Investment Management increased its iShares MSCI EAFE ETF (EFA) stake by 3.5% in Q1 2026, buying an estimated $420K and bringing the position to 125,547 shares worth $12.2M. The position accounts for 5.09% of the portfolio, ranked #2.

Ironwood Investment Management first reported a position in EFA in Q1 2020 and has held it in 25 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Ironwood Investment Management held 125,547 shares of iShares MSCI EAFE ETF worth $12.2M as of Q1 2026.
  • Ironwood Investment Management bought 4,195 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $420K.
  • iShares MSCI EAFE ETF made up 5.09% of Ironwood Investment Management's portfolio in Q1 2026, its #2 holding.
  • Ironwood Investment Management first reported a position in iShares MSCI EAFE ETF in Q1 2020 and has held it in 25 quarters since.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.