Massachusetts Financial Services
EFA icon

Massachusetts Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Massachusetts Financial Services’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 		$15.8M Buy
152,387
+93,697
+160% +$9.64M 0.01% 713
2026
Q1 		$5.7M Buy
58,690
+48,474
+474% +$4.85M ﹤0.01% 749
2025
Q4 		$981K Sell
10,216
-10,755
-51% -$1.02M ﹤0.01% 833
2025
Q3 		$1.96M Hold
20,971
– – ﹤0.01% 768
2025
Q2 		$1.87M Buy
20,971
+13,465
+179% +$1.15M ﹤0.01% 770
2025
Q1 		$613K Buy
+7,506
New +$605K ﹤0.01% 837
2020
Q2 		– Sell
-3,939
Closed -$211K – 803
2020
Q1 		$211K Sell
3,939
-2,209
-36% -$140K ﹤0.01% 790
2019
Q4 		$427K Buy
+6,148
New +$415K ﹤0.01% 787
2019
Q1 		– Sell
-51,662
Closed -$3.04M – 847
2018
Q4 		$3.04M Buy
+51,662
New +$3.23M ﹤0.01% 680
2017
Q1 		– Sell
-52,903
Closed -$3.05M – 852
2016
Q4 		$3.05M Buy
+52,903
New +$3.05M ﹤0.01% 700
2016
Q1 		– Sell
-56,614
Closed -$3.32M – 843
2015
Q4 		$3.32M Buy
56,614
+46,207
+444% +$2.78M ﹤0.01% 683
2015
Q3 		$597K Buy
+10,407
New +$642K ﹤0.01% 798
2015
Q1 		– Sell
-34,923
Closed -$2.12M – 887
2014
Q4 		$2.12M Buy
+34,923
New +$2.18M ﹤0.01% 746
2014
Q1 		– Sell
-4,631
Closed -$311K – 876
2013
Q4 		$311K Buy
+4,631
New +$303K ﹤0.01% 809
2013
Q3 		– Sell
-4,826
Closed -$277K – 832
2013
Q2 		$277K Buy
+4,826
New +$292K ﹤0.01% 789

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Massachusetts Financial Services's EFA Position: Q2 2026 in Review

Massachusetts Financial Services increased its iShares MSCI EAFE ETF (EFA) stake by 160% in Q2 2026, buying an estimated $9.64M and bringing the position to 152,387 shares worth $15.8M. The position accounts for 0.01% of the portfolio, ranked #713.

Massachusetts Financial Services first reported a position in EFA in Q2 2013 and has held it in 15 quarters since. 1,541 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Massachusetts Financial Services held 152,387 shares of iShares MSCI EAFE ETF worth $15.8M as of Q2 2026.
  • Massachusetts Financial Services bought 93,697 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $9.64M.
  • iShares MSCI EAFE ETF made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #713 holding.
  • Massachusetts Financial Services first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 15 quarters since.
  • 1,541 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.