J.P. Marvel Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $298K | Hold |
3,069
| – | – | 0.04% | 58 |
|
|
2025
Q4 | $295K | Hold |
3,069
| – | – | 0.04% | 58 |
|
|
2025
Q3 | $287K | Hold |
3,069
| – | – | 0.04% | 59 |
|
|
2025
Q2 | $274K | Hold |
3,069
| – | – | 0.04% | 62 |
|
|
2025
Q1 | $251K | Hold |
3,069
| – | – | 0.04% | 67 |
|
|
2024
Q4 | $232K | Hold |
3,069
| – | – | 0.04% | 68 |
|
|
2024
Q3 | $257K | Hold |
3,069
| – | – | 0.04% | 74 |
|
|
2024
Q2 | $240K | Hold |
3,069
| – | – | 0.04% | 73 |
|
|
2024
Q1 | $245K | Hold |
3,069
| – | – | 0.04% | 73 |
|
|
2023
Q4 | $231K | Hold |
3,069
| – | – | 0.05% | 70 |
|
|
2023
Q3 | $212K | Hold |
3,069
| – | – | 0.05% | 69 |
|
|
2023
Q2 | $223K | Hold |
3,069
| – | – | 0.05% | 70 |
|
|
2023
Q1 | $219K | Hold |
3,069
| – | – | 0.05% | 71 |
|
|
2022
Q4 | $201K | Buy |
+3,069
| New | +$192K | 0.05% | 69 |
|
|
2022
Q2 | – | Sell |
-4,049
| Closed | -$298K | – | 69 |
|
|
2022
Q1 | $298K | Hold |
4,049
| – | – | 0.06% | 67 |
|
|
2021
Q4 | $319K | Hold |
4,049
| – | – | 0.06% | 67 |
|
|
2021
Q3 | $316K | Hold |
4,049
| – | – | 0.1% | 53 |
|
|
2021
Q2 | $319K | Hold |
4,049
| – | – | 0.07% | 70 |
|
|
2021
Q1 | $307K | Hold |
4,049
| – | – | 0.07% | 70 |
|
|
2020
Q4 | $295K | Hold |
4,049
| – | – | 0.08% | 68 |
|
|
2020
Q3 | $258K | Hold |
4,049
| – | – | 0.07% | 67 |
|
|
2020
Q2 | $246K | Hold |
4,049
| – | – | 0.08% | 64 |
|
|
2020
Q1 | $216K | Hold |
4,049
| – | – | 0.08% | 63 |
|
|
2019
Q4 | $281K | Hold |
4,049
| – | – | 0.08% | 67 |
|
|
2019
Q3 | $264K | Buy |
+4,049
| New | +$261K | 0.08% | 73 |
|
|
2019
Q1 | $263K | Hold |
4,049
| – | – | 0.09% | 71 |
|
|
2018
Q4 | $238K | Buy |
+4,049
| New | +$253K | 0.09% | 69 |
|
|
2018
Q2 | $271K | Hold |
4,049
| – | – | 0.08% | 76 |
|
|
2018
Q1 | $282K | Hold |
4,049
| – | – | 0.09% | 73 |
|
|
2017
Q4 | $285K | Hold |
4,049
| – | – | 0.09% | 75 |
|
|
2017
Q3 | $277K | Hold |
4,049
| – | – | 0.09% | 77 |
|
|
2017
Q2 | $264K | Hold |
4,049
| – | – | 0.09% | 78 |
|
|
2017
Q1 | $252K | Hold |
4,049
| – | – | 0.08% | 78 |
|
|
2016
Q4 | $234K | Hold |
4,049
| – | – | 0.08% | 78 |
|
|
2016
Q3 | $239K | Hold |
4,049
| – | – | 0.08% | 77 |
|
|
2016
Q2 | $226K | Hold |
4,049
| – | – | 0.08% | 74 |
|
|
2016
Q1 | $231K | Hold |
4,049
| – | – | 0.08% | 78 |
|
|
2015
Q4 | $238K | Buy |
+4,049
| New | +$244K | 0.08% | 79 |
|
Other funds holding EFA
NMIMC
J.P. Marvel Investment Advisors's EFA Position: Q1 2026 in Review
J.P. Marvel Investment Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 3,069 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #58.
J.P. Marvel Investment Advisors first reported a position in EFA in Q4 2015 and has held it in 38 quarters since. The position peaked at $319K in Q4 2021. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- J.P. Marvel Investment Advisors held 3,069 shares of iShares MSCI EAFE ETF worth $298K as of Q1 2026.
- J.P. Marvel Investment Advisors left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
- iShares MSCI EAFE ETF made up 0.04% of J.P. Marvel Investment Advisors's portfolio in Q1 2026, its #58 holding.
- J.P. Marvel Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 38 quarters since.
- J.P. Marvel Investment Advisors's iShares MSCI EAFE ETF position peaked at $319K in Q4 2021.
- 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on J.P. Marvel Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.