Marquette Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Marquette Associates’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	$117K	Buy	1,209 +432	+56%	+$43.2K	0.13%	24
2025 Q4	$74.6K	Sell	777 -2,039	-72%	-$193K	0.1%	20
2025 Q3	$263K	Hold	2,816	–	–	0.32%	20
2025 Q2	$252K	Sell	2,816 -258	-8%	-$22K	0.25%	22
2025 Q1	$251K	Sell	3,074 -175,967	-98%	-$14.2M	0.25%	21
2024 Q4	$13.5M	Buy	179,041 +3,707	+2%	+$294K	11.23%	2
2024 Q3	$14.7M	Hold	175,334	–	–	10.56%	3
2024 Q2	$13.7M	Buy	175,334 +1,812	+1%	+$144K	10.35%	3
2024 Q1	$13.9M	Buy	173,522 +170,295	+5,277%	+$13M	9.8%	3
2023 Q4	$13.1M	Buy	+3,227	New	+$228K	13.14%	3

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

Marquette Associates's EFA Position: Q1 2026 in Review

Marquette Associates increased its iShares MSCI EAFE ETF (EFA) stake by 56% in Q1 2026, buying an estimated $43.2K and bringing the position to 1,209 shares worth $117K. The position accounts for 0.13% of the portfolio, ranked #24.

Marquette Associates first reported a position in EFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.7M in Q3 2024. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Marquette Associates held 1,209 shares of iShares MSCI EAFE ETF worth $117K as of Q1 2026.
Marquette Associates bought 432 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $43.2K.
iShares MSCI EAFE ETF made up 0.13% of Marquette Associates's portfolio in Q1 2026, its #24 holding.
Marquette Associates first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Marquette Associates's iShares MSCI EAFE ETF position peaked at $14.7M in Q3 2024.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Marquette Associates's 13F filing for Q1 2026, filed 15 May 2026.