Long Road Investment Counsel’s iShares MSCI EAFE ETF EFA Stock Holding History

Long Road Investment Counsel’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	$1.32M	Buy	13,640 +300	+2%	+$30K	0.52%	44
2025 Q4	$1.28M	Sell	13,340 -1,725	-11%	-$164K	0.49%	45
2025 Q3	$1.41M	Hold	15,065	–	–	0.5%	45
2025 Q2	$1.35M	Buy	15,065 +225	+2%	+$19.2K	0.5%	46
2025 Q1	$1.21M	Sell	14,840 -150	-1%	-$12.1K	0.47%	46
2024 Q4	$1.13M	Hold	14,990	–	–	0.46%	47
2024 Q3	$1.25M	Hold	14,990	–	–	0.5%	44
2024 Q2	$1.17M	Hold	14,990	–	–	0.51%	45
2024 Q1	$1.2M	Buy	14,990 +200	+1%	+$15.3K	0.5%	44
2023 Q4	$1.11M	Sell	14,790 -350	-2%	-$24.7K	0.46%	45
2023 Q3	$1.04M	Hold	15,140	–	–	0.51%	44
2023 Q2	$1.1M	Sell	15,140 -200	-1%	-$14.5K	0.51%	43
2023 Q1	$1.1M	Hold	15,340	–	–	0.53%	44
2022 Q4	$1.01M	Hold	15,340	–	–	0.5%	45
2022 Q3	$859K	Hold	15,340	–	–	0.47%	47
2022 Q2	$959K	Hold	15,340	–	–	0.49%	46
2022 Q1	$1.13M	Hold	15,340	–	–	0.51%	47
2021 Q4	$1.21M	Hold	15,340	–	–	0.48%	47
2021 Q3	$1.2M	Hold	15,340	–	–	0.53%	47
2021 Q2	$1.21M	Hold	15,340	–	–	0.53%	47
2021 Q1	$1.16M	Hold	15,340	–	–	0.52%	46
2020 Q4	$1.12M	Hold	15,340	–	–	0.54%	46
2020 Q3	$976K	Hold	15,340	–	–	0.55%	44
2020 Q2	$934K	Sell	15,340 -150	-1%	-$8.67K	0.55%	46
2020 Q1	$828K	Hold	15,490	–	–	0.59%	43
2019 Q4	$1.08M	Sell	15,490 -3,163	-17%	-$214K	0.64%	44
2019 Q3	$1.22M	Hold	18,653	–	–	0.71%	41
2019 Q2	$1.23M	Sell	18,653 -100	-0.5%	-$6.54K	0.72%	39
2019 Q1	$1.22M	Buy	18,753 +300	+2%	+$18.9K	0.74%	41
2018 Q4	$1.08M	Sell	18,453 -300	-2%	-$18.7K	0.83%	37
2018 Q3	$1.27M	Sell	18,753 -200	-1%	-$13.5K	0.85%	39
2018 Q2	$1.27M	Hold	18,953	–	–	0.9%	37
2018 Q1	$1.32M	Hold	18,953	–	–	0.92%	37
2017 Q4	$1.33M	Sell	18,953 -200	-1%	-$13.9K	0.92%	38
2017 Q3	$1.31M	Buy	19,153 +2,963	+18%	+$198K	0.93%	37
2017 Q2	$1.06M	Hold	16,190	–	–	0.78%	41
2017 Q1	$1.01M	Hold	16,190	–	–	0.74%	41
2016 Q4	$935K	Hold	16,190	–	–	0.72%	40
2016 Q3	$957K	Hold	16,190	–	–	0.74%	40
2016 Q2	$904K	Buy	16,190 +300	+2%	+$17.3K	0.71%	42
2016 Q1	$908K	Hold	15,890	–	–	0.71%	39
2015 Q4	$933K	Hold	15,890	–	–	0.77%	37
2015 Q3	$911K	Sell	15,890 -120	-0.7%	-$7.41K	0.78%	36
2015 Q2	$1.02M	Buy	16,010 +120	+0.8%	+$7.99K	0.83%	34
2015 Q1	$1.02M	Hold	15,890	–	–	0.87%	33
2014 Q4	$967K	Buy	+15,890	New	+$992K	0.87%	35

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Long Road Investment Counsel's EFA Position: Q1 2026 in Review

Long Road Investment Counsel increased its iShares MSCI EAFE ETF (EFA) stake by 2.2% in Q1 2026, buying an estimated $30K and bringing the position to 13,640 shares worth $1.32M. The position accounts for 0.52% of the portfolio, ranked #44.

Long Road Investment Counsel first reported a position in EFA in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.41M in Q3 2025. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Long Road Investment Counsel held 13,640 shares of iShares MSCI EAFE ETF worth $1.32M as of Q1 2026.
Long Road Investment Counsel bought 300 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $30K.
iShares MSCI EAFE ETF made up 0.52% of Long Road Investment Counsel's portfolio in Q1 2026, its #44 holding.
Long Road Investment Counsel first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 46 quarters since.
Long Road Investment Counsel's iShares MSCI EAFE ETF position peaked at $1.41M in Q3 2025.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Long Road Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.