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MassMutual Private Wealth & Trust’s iShares MSCI EAFE ETF EFA Stock Holding History

MassMutual Private Wealth & Trust’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 		$59.7M Sell
574,755
-32,467
-5% -$3.34M 1.54% 12
2026
Q1 		$59M Buy
607,222
+39,164
+7% +$3.92M 1.61% 12
2025
Q4 		$54.6M Sell
568,058
-13,139
-2% -$1.25M 1.4% 12
2025
Q3 		$54.3M Sell
581,197
-12,189
-2% -$1.11M 1.38% 12
2025
Q2 		$53M Buy
593,386
+42,999
+8% +$3.67M 1.41% 13
2025
Q1 		$45M Sell
550,387
-20,972
-4% -$1.69M 1.3% 16
2024
Q4 		$43.2M Sell
571,359
-71,535
-11% -$5.67M 1.21% 18
2024
Q3 		$53.8M Sell
642,894
-53,789
-8% -$4.33M 1.53% 12
2024
Q2 		$54.6M Sell
696,683
-76,525
-10% -$6.06M 1.66% 11
2024
Q1 		$61.7M Sell
773,208
-68,735
-8% -$5.26M 1.92% 9
2023
Q4 		$63.4M Sell
841,943
-25,445
-3% -$1.8M 2.13% 7
2023
Q3 		$59.8M Sell
867,388
-27,452
-3% -$1.97M 2.21% 5
2023
Q2 		$64.9M Sell
894,840
-31,322
-3% -$2.27M 2.33% 5
2023
Q1 		$66.2M Sell
926,162
-21,806
-2% -$1.53M 2.53% 5
2022
Q4 		$62.2M Sell
947,968
-13,160
-1% -$824K 2.56% 5
2022
Q3 		$53.8M Sell
961,128
-4,445
-0.5% -$277K 2.44% 5
2022
Q2 		$60.3M Sell
965,573
-36,342
-4% -$2.47M 2.61% 5
2022
Q1 		$73.7M Sell
1,001,915
-5,471
-0.5% -$409K 2.79% 5
2021
Q4 		$79.3M Buy
1,007,386
+8,274
+0.8% +$655K 2.94% 4
2021
Q3 		$77.9M Sell
999,112
-1,326
-0.1% -$106K 3.22% 4
2021
Q2 		$78.9M Sell
1,000,438
-17,025
-2% -$1.35M 3.35% 4
2021
Q1 		$77.2M Sell
1,017,463
-25,431
-2% -$1.91M 3.63% 3
2020
Q4 		$76.1M Sell
1,042,894
-56,809
-5% -$3.89M 3.9% 3
2020
Q3 		$70M Sell
1,099,703
-57,299
-5% -$3.67M 4.09% 2
2020
Q2 		$70.4M Sell
1,157,002
-48,373
-4% -$2.8M 4.54% 1
2020
Q1 		$64.4M Sell
1,205,375
-91,728
-7% -$5.82M 5.14% 1
2019
Q4 		$90.1M Buy
1,297,103
+13,812
+1% +$933K 5.56% 1
2019
Q3 		$83.7M Buy
1,283,291
+24
+0% +$1.55K 5.6% 1
2019
Q2 		$84.3M Sell
1,283,267
-227
-0% -$14.9K 5.83% 1
2019
Q1 		$83.2M Buy
1,283,494
+25,862
+2% +$1.63M 6% 1
2018
Q4 		$73.9M Sell
1,257,632
-46,771
-4% -$2.92M 6.33% 1
2018
Q3 		$88.7M Buy
1,304,403
+131,638
+11% +$8.89M 6.58% 1
2018
Q2 		$78.5M Buy
1,172,765
+133,080
+13% +$9.33M 6.27% 1
2018
Q1 		$72.4M Buy
1,039,685
+116,838
+13% +$8.33M 5.99% 1
2017
Q4 		$64.9M Buy
922,847
+81,008
+10% +$5.63M 5.38% 2
2017
Q3 		$57.6M Buy
841,839
+57,278
+7% +$3.83M 4.78% 2
2017
Q2 		$51.2M Buy
784,561
+46,320
+6% +$3M 4.55% 2
2017
Q1 		$46M Buy
738,241
+51,801
+8% +$3.13M 4.32% 2
2016
Q4 		$39.6M Buy
+686,440
New +$39.6M 4.85% 2
2016
Q2 		$29.5M Buy
527,797
+38,267
+8% +$2.2M 3.72% 2
2016
Q1 		$28M Buy
489,530
+53,611
+12% +$2.95M 3.77% 2
2015
Q4 		$25.6M Buy
435,919
+295,565
+211% +$17.8M 3.66% 2
2015
Q3 		$9M Buy
140,354
+3,248
+2% +$201K 1.9% 6
2015
Q2 		$9.37M Sell
137,106
-8,078
-6% -$538K 2.09% 4
2015
Q1 		$9.32M Buy
145,184
+49,868
+52% +$3.14M 1.54% 7
2014
Q4 		$5.8M Sell
95,316
-45,038
-32% -$2.81M 1.87% 6
2014
Q3 		$9M Buy
140,354
+64,748
+86% +$4.32M 1.79% 8
2014
Q2 		$5.17M Buy
75,606
+703
+0.9% +$48.2K 2.04% 7
2014
Q1 		$5.03M Buy
74,903
+9,545
+15% +$631K 2.94% 5
2013
Q4 		$4.39M Buy
+65,358
New +$4.27M 4.03% 5

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MassMutual Private Wealth & Trust's EFA Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares MSCI EAFE ETF (EFA) stake by 5.3% in Q2 2026, selling an estimated $3.34M and leaving 574,755 shares worth $59.7M. The position accounts for 1.54% of the portfolio, ranked #12.

MassMutual Private Wealth & Trust first reported a position in EFA in Q4 2013 and has held it in 50 quarters since. The position peaked at $90.1M in Q4 2019. 1,098 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • MassMutual Private Wealth & Trust held 574,755 shares of iShares MSCI EAFE ETF worth $59.7M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 32,467 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.34M.
  • iShares MSCI EAFE ETF made up 1.54% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #12 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's iShares MSCI EAFE ETF position peaked at $90.1M in Q4 2019.
  • 1,098 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.