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Joel Greenblatt’s iShares MSCI EAFE ETF EFA Stock Holding History

Joel Greenblatt’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 		$16.8M Buy
161,612
+25,817
+19% +$2.66M 0.04% 638
2026
Q1 		$13.2M Buy
135,795
+46,750
+53% +$4.68M 0.04% 609
2025
Q4 		$8.55M Hold
89,045
– – 0.03% 677
2025
Q3 		$8.31M Buy
89,045
+10,887
+14% +$990K 0.04% 637
2025
Q2 		$6.99M Buy
78,158
+21,128
+37% +$1.8M 0.04% 566
2025
Q1 		$4.66M Buy
57,030
+22,757
+66% +$1.83M 0.04% 546
2024
Q4 		$2.59M Buy
34,273
+6,460
+23% +$512K 0.02% 657
2024
Q3 		$2.33M Buy
27,813
+11,107
+66% +$894K 0.02% 685
2024
Q2 		$1.31M Buy
16,706
+4,021
+32% +$319K 0.02% 805
2024
Q1 		$1.01M Buy
+12,685
New +$970K 0.02% 842
2023
Q4 		– Sell
-13,502
Closed -$931K – 1356
2023
Q3 		$931K Sell
13,502
-37,578
-74% -$2.69M 0.02% 807
2023
Q2 		$3.7M Buy
51,080
+37,884
+287% +$2.75M 0.08% 342
2023
Q1 		$944K Hold
13,196
– – 0.02% 765
2022
Q4 		$866K Sell
13,196
-696
-5% -$43.6K 0.02% 733
2022
Q3 		$778K Buy
+13,892
New +$866K 0.02% 737
2022
Q2 		– Sell
-98,682
Closed -$7.26M – 1155
2022
Q1 		$7.26M Buy
+98,682
New +$7.38M 0.22% 102

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Joel Greenblatt's EFA Position: Q2 2026 in Review

Joel Greenblatt increased its iShares MSCI EAFE ETF (EFA) stake by 19% in Q2 2026, buying an estimated $2.66M and bringing the position to 161,612 shares worth $16.8M. The position accounts for 0.04% of the portfolio, ranked #638.

Joel Greenblatt first reported a position in EFA in Q1 2022 and has held it in 16 quarters since. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Joel Greenblatt held 161,612 shares of iShares MSCI EAFE ETF worth $16.8M as of Q2 2026.
  • Joel Greenblatt bought 25,817 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.66M.
  • iShares MSCI EAFE ETF made up 0.04% of Joel Greenblatt's portfolio in Q2 2026, its #638 holding.
  • Joel Greenblatt first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 16 quarters since.
  • 2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.