Marshall Wace’s iShares MSCI EAFE ETF EFA Stock Holding History

Marshall Wace’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	$1.24M	Sell	12,729 -10,011	-44%	-$1M	﹤0.01%	2033
2025 Q4	$2.18M	Buy	+22,740	New	+$2.16M	﹤0.01%	1538
2025 Q2	–	Sell	-137,046	Closed	-$11.7M	–	2822
2025 Q1	$11.2M	Buy	+137,046	New	+$11M	0.01%	732
2024 Q2	–	Sell	-500	Closed	-$39.9K	–	2645
2024 Q1	$39.9K	Buy	+500	New	+$38.2K	﹤0.01%	2356
2023 Q3	–	Sell	-19,700	Closed	-$1.43M	–	2305
2023 Q2	$1.43M	Buy	+19,700	New	+$1.43M	﹤0.01%	1572
2021 Q4	–	Sell	-134,583	Closed	-$10.7M	–	3951
2021 Q3	$10.5M	Buy	+134,583	New	+$10.8M	0.04%	528
2021 Q2	–	Sell	-6,816	Closed	-$541K	–	2746
2021 Q1	$517K	Buy	+6,816	New	+$513K	﹤0.01%	1924
2020 Q1	–	Sell	-237,458	Closed	-$16.5M	–	1725
2019 Q4	$16.5M	Buy	+237,458	New	+$16M	0.11%	196
2018 Q3	–	Sell	-21,699	Closed	-$1.45M	–	1169
2018 Q2	$1.45M	Buy	+21,699	New	+$1.52M	0.02%	461
2016 Q3	–	Sell	-190,000	Closed	-$10.6M	–	986
2016 Q2	$10.6M	Buy	+190,000	New	+$10.9M	0.09%	238

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

Marshall Wace's EFA Position: Q1 2026 in Review

Marshall Wace reduced its iShares MSCI EAFE ETF (EFA) stake by 44% in Q1 2026, selling an estimated $1M and leaving 12,729 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Marshall Wace first reported a position in EFA in Q2 2016 and has held it in 10 quarters since. The position peaked at $16.5M in Q4 2019. 2,201 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Marshall Wace held 12,729 shares of iShares MSCI EAFE ETF worth $1.24M as of Q1 2026.
Marshall Wace sold 10,011 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1M.
iShares MSCI EAFE ETF made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2033 holding.
Marshall Wace first reported a position in iShares MSCI EAFE ETF in Q2 2016 and has held it in 10 quarters since.
Marshall Wace's iShares MSCI EAFE ETF position peaked at $16.5M in Q4 2019.
2,201 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.