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

Leavell 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	$339K	Sell	3,268 -65	-2%	-$6.68K	0.01%	510
2026 Q1	$324K	Sell	3,333 -30	-0.9%	-$3K	0.01%	497
2025 Q4	$323K	Hold	3,363	–	–	0.01%	483
2025 Q3	$314K	Sell	3,363 -2,322	-41%	-$211K	0.01%	494
2025 Q2	$508K	Hold	5,685	–	–	0.02%	404
2025 Q1	$465K	Buy	5,685 +198	+4%	+$16K	0.02%	400
2024 Q4	$415K	Sell	5,487 -26	-0.5%	-$2.06K	0.02%	405
2024 Q3	$461K	Sell	5,513 -579	-10%	-$46.6K	0.02%	397
2024 Q2	$477K	Buy	6,092 +365	+6%	+$28.9K	0.03%	363
2024 Q1	$457K	Buy	5,727 +499	+10%	+$38.2K	0.03%	364
2023 Q4	$394K	Hold	5,228	–	–	0.03%	361
2023 Q3	$360K	Sell	5,228 -912	-15%	-$65.3K	0.03%	375
2023 Q2	$445K	Sell	6,140 -532	-8%	-$38.6K	0.03%	345
2023 Q1	$477K	Buy	6,672 +14	+0.2%	+$979	0.03%	325
2022 Q4	$437K	Hold	6,658	–	–	0.03%	329
2022 Q3	$373K	Hold	6,658	–	–	0.03%	347
2022 Q2	$416K	Buy	6,658 +16	+0.2%	+$1.09K	0.03%	332
2022 Q1	$489K	Sell	6,642 -1,800	-21%	-$135K	0.03%	315
2021 Q4	$666K	Hold	8,442	–	–	0.04%	286
2021 Q3	$659K	Sell	8,442 -505	-6%	-$40.4K	0.05%	263
2021 Q2	$679K	Hold	8,947	–	–	0.06%	256
2021 Q1	$679K	Buy	8,947 +482	+6%	+$36.3K	0.06%	256
2020 Q4	$618K	Sell	8,465 -3,582	-30%	-$245K	0.05%	251
2020 Q3	$767K	Buy	12,047 +130	+1%	+$8.32K	0.07%	212
2020 Q2	$725K	Sell	11,917 -500	-4%	-$28.9K	0.07%	209
2020 Q1	$664K	Hold	12,417	–	–	0.08%	197
2019 Q4	$862K	Hold	12,417	–	–	0.08%	200
2019 Q3	$810K	Sell	12,417 -13	-0.1%	-$838	0.08%	202
2019 Q2	$817K	Hold	12,430	–	–	0.09%	206
2019 Q1	$806K	Hold	12,430	–	–	0.09%	199
2018 Q4	$731K	Buy	12,430 +150	+1%	+$9.37K	0.09%	200
2018 Q3	$835K	Buy	12,280 +6,221	+103%	+$420K	0.09%	206
2018 Q2	$406K	Hold	6,059	–	–	0.05%	280
2018 Q1	$422K	Buy	6,059 +2,700	+80%	+$193K	0.05%	277
2017 Q4	$236K	Hold	3,359	–	–	0.03%	341
2017 Q3	$230K	Hold	3,359	–	–	0.03%	339
2017 Q2	$219K	Hold	3,359	–	–	0.03%	348
2017 Q1	$209K	Sell	3,359 -10,320	-75%	-$624K	0.03%	355
2016 Q4	$790K	Buy	13,679 +106	+0.8%	+$6.11K	0.11%	177
2016 Q3	$803K	Sell	13,573 -600	-4%	-$34.8K	0.12%	178
2016 Q2	$791K	Buy	14,173 +214	+2%	+$12.3K	0.12%	180
2016 Q1	$798K	Sell	13,959 -162	-1%	-$8.93K	0.12%	175
2015 Q4	$829K	Sell	14,121 -485	-3%	-$29.2K	0.12%	169
2015 Q3	$837K	Sell	14,606 -1,957	-12%	-$121K	0.13%	164
2015 Q2	$1.05M	Hold	16,563	–	–	0.16%	160
2015 Q1	$1.06M	Sell	16,563 -725	-4%	-$45.6K	0.16%	157
2014 Q4	$1.05M	Sell	17,288 -29	-0.2%	-$1.81K	0.16%	164
2014 Q3	$1.11M	Sell	17,317 -995	-5%	-$66.4K	0.18%	155
2014 Q2	$1.25M	Sell	18,312 -16,100	-47%	-$1.1M	0.2%	146
2014 Q1	$2.31M	Buy	34,412 +14,000	+69%	+$925K	0.39%	82
2013 Q4	$1.37M	Sell	20,412 -1,533	-7%	-$100K	0.23%	126
2013 Q3	$1.4M	Sell	21,945 -1,791	-8%	-$110K	0.25%	109
2013 Q2	$1.36M	Buy	+23,736	New	+$1.44M	0.25%	107

Other funds holding EFA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Leavell Investment Management reduced its iShares MSCI EAFE ETF (EFA) stake by 2% in Q2 2026, selling an estimated $6.68K and leaving 3,268 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #510.

Leavell Investment Management first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.31M in Q1 2014. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Leavell Investment Management held 3,268 shares of iShares MSCI EAFE ETF worth $339K as of Q2 2026.
Leavell Investment Management sold 65 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $6.68K.
iShares MSCI EAFE ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #510 holding.
Leavell Investment Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
Leavell Investment Management's iShares MSCI EAFE ETF position peaked at $2.31M in Q1 2014.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.