Joel Isaacson & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

Joel Isaacson & Co’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	$3.26M	Buy	31,387 +381	+1%	+$39.2K	0.09%	96
2026 Q1	$3.01M	Buy	31,006 +2,029	+7%	+$203K	0.1%	96
2025 Q4	$2.78M	Buy	28,977 +1,373	+5%	+$130K	0.09%	102
2025 Q3	$2.58M	Buy	27,604 +1,725	+7%	+$157K	0.09%	103
2025 Q2	$2.31M	Buy	25,879 +3,935	+18%	+$336K	0.09%	98
2025 Q1	$1.79M	Buy	21,944 +1,367	+7%	+$110K	0.08%	111
2024 Q4	$1.56M	Buy	20,577 +511	+3%	+$40.5K	0.07%	115
2024 Q3	$1.68M	Sell	20,066 -1,250	-6%	-$101K	0.08%	106
2024 Q2	$1.67M	Sell	21,316 -35	-0.2%	-$2.77K	0.09%	101
2024 Q1	$1.71M	Sell	21,351 -150	-0.7%	-$11.5K	0.09%	99
2023 Q4	$1.62M	Buy	21,501 +11,936	+125%	+$844K	0.1%	93
2023 Q3	$659K	Buy	9,565 +755	+9%	+$54.1K	0.05%	153
2023 Q2	$639K	Buy	8,810 +49	+0.6%	+$3.56K	0.04%	162
2023 Q1	$627K	Hold	8,761	–	–	0.05%	160
2022 Q4	$575K	Buy	8,761 +11	+0.1%	+$689	0.04%	161
2022 Q3	$490K	Sell	8,750 -378	-4%	-$23.6K	0.04%	167
2022 Q2	$570K	Sell	9,128 -90	-1%	-$6.13K	0.05%	151
2022 Q1	$660K	Sell	9,218 -139	-1%	-$10.4K	0.05%	152
2021 Q4	$736K	Sell	9,357 -1,303	-12%	-$103K	0.05%	148
2021 Q3	$832K	Sell	10,660 -530	-5%	-$42.4K	0.06%	133
2021 Q2	$883K	Buy	11,190 +4,010	+56%	+$319K	0.07%	118
2021 Q1	$545K	Buy	7,180 +1,350	+23%	+$102K	0.05%	151
2020 Q4	$425K	Hold	5,830	–	–	0.04%	161
2020 Q3	$371K	Hold	5,830	–	–	0.05%	153
2020 Q2	$355K	Sell	5,830 -4,932	-46%	-$285K	0.05%	147
2020 Q1	$575K	Sell	10,762 -1,550	-13%	-$98.4K	0.1%	93
2019 Q4	$855K	Buy	12,312 +18	+0.1%	+$1.22K	0.11%	83
2019 Q3	$802K	Buy	12,294 +2,314	+23%	+$149K	0.11%	85
2019 Q2	$656K	Buy	9,980 +32	+0.3%	+$2.09K	0.1%	96
2019 Q1	$645K	Sell	9,948 -3,000	-23%	-$189K	0.09%	115
2018 Q4	$790K	Buy	12,948 +350	+3%	+$21.9K	0.13%	92
2018 Q3	$857K	Hold	12,598	–	–	0.13%	79
2018 Q2	$844K	Buy	12,598 +89	+0.7%	+$6.24K	0.14%	75
2018 Q1	$872K	Buy	12,509 +2,075	+20%	+$148K	0.15%	72
2017 Q4	$734K	Buy	10,434 +2,324	+29%	+$162K	0.13%	86
2017 Q3	$555K	Hold	8,110	–	–	0.1%	98
2017 Q2	$529K	Buy	8,110 +24	+0.3%	+$1.55K	0.1%	92
2017 Q1	$504K	Hold	8,086	–	–	0.1%	91
2016 Q4	$467K	Sell	8,086 -494	-6%	-$28.5K	0.09%	89
2016 Q3	$507K	Buy	8,580 +171	+2%	+$9.91K	0.1%	88
2016 Q2	$469K	Buy	8,409 +1,510	+22%	+$86.9K	0.1%	89
2016 Q1	$394K	Hold	6,899	–	–	0.09%	110
2015 Q4	$405K	Sell	6,899 -836	-11%	-$50.4K	0.1%	98
2015 Q3	$443K	Buy	7,735 +363	+5%	+$22.4K	0.12%	77
2015 Q2	$468K	Buy	7,372 +750	+11%	+$49.9K	0.12%	87
2015 Q1	$425K	Buy	6,622 +52	+0.8%	+$3.27K	0.11%	96
2014 Q4	$400K	Buy	6,570 +5,690	+647%	+$355K	0.11%	90
2014 Q3	$56K	Hold	880	–	–	0.02%	284
2014 Q2	$60K	Hold	880	–	–	0.02%	279
2014 Q1	$59K	Hold	880	–	–	0.02%	266
2013 Q4	$59K	Hold	880	–	–	0.02%	245
2013 Q3	$56K	Hold	880	–	–	0.02%	240
2013 Q2	$50K	Buy	+880	New	+$53.2K	0.02%	225

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Joel Isaacson & Co's EFA Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares MSCI EAFE ETF (EFA) stake by 1.2% in Q2 2026, buying an estimated $39.2K and bringing the position to 31,387 shares worth $3.26M. The position accounts for 0.09% of the portfolio, ranked #96.

Joel Isaacson & Co first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. 1,541 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Joel Isaacson & Co held 31,387 shares of iShares MSCI EAFE ETF worth $3.26M as of Q2 2026.
Joel Isaacson & Co bought 381 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $39.2K.
iShares MSCI EAFE ETF made up 0.09% of Joel Isaacson & Co's portfolio in Q2 2026, its #96 holding.
Joel Isaacson & Co first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
1,541 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.