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Matthew Hamilton Rosenberg’s iShares MSCI EAFE ETF EFA Stock Holding History

Matthew Hamilton Rosenberg’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 		$118K Hold
1,134
– – 0.02% 325
2026
Q1 		$110K Hold
1,134
– – 0.02% 307
2025
Q4 		$109K Sell
1,134
-10
-0.9% -$948 0.02% 313
2025
Q3 		$107K Sell
1,144
-8
-0.7% -$727 0.02% 319
2025
Q2 		$103K Sell
1,152
-665
-37% -$56.8K 0.02% 322
2025
Q1 		$149K Hold
1,817
– – 0.04% 239
2024
Q4 		$137K Hold
1,817
– – 0.04% 251
2024
Q3 		$152K Buy
1,817
+850
+88% +$68.4K 0.04% 239
2024
Q2 		$75.9K Sell
967
-850
-47% -$67.3K 0.02% 349
2024
Q1 		$144K Sell
1,817
-63
-3% -$4.82K 0.04% 244
2023
Q4 		$142K Hold
1,880
– – 0.04% 235
2023
Q3 		$130K Hold
1,880
– – 0.04% 248
2023
Q2 		$136K Sell
1,880
-322
-15% -$23.4K 0.05% 238
2023
Q1 		$157K Sell
2,202
-171
-7% -$12K 0.05% 225
2022
Q4 		$156K Buy
2,373
+20
+0.8% +$1.25K 0.05% 223
2022
Q3 		$132K Buy
2,353
+38
+2% +$2.37K 0.05% 230
2022
Q2 		$145K Buy
2,315
+26
+1% +$1.77K 0.05% 222
2022
Q1 		$168K Buy
2,289
+188
+9% +$14.1K 0.06% 216
2021
Q4 		$165K Hold
2,101
– – 0.06% 217
2021
Q3 		$164K Buy
2,101
+1,301
+163% +$104K 0.06% 198
2021
Q2 		$63K Buy
800
+539
+207% +$42.8K 0.03% 327
2021
Q1 		$20K Buy
261
+1
+0.4% +$75 0.01% 443
2020
Q4 		$19K Buy
260
+2
+0.8% +$137 0.01% 426
2020
Q3 		$16K Buy
258
+9
+4% +$576 0.01% 419
2020
Q2 		$15K Buy
+249
New +$14.4K 0.01% 443

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Matthew Hamilton Rosenberg's EFA Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 1,134 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #325.

Matthew Hamilton Rosenberg first reported a position in EFA in Q2 2020 and has held it in 25 quarters since. The position peaked at $168K in Q1 2022. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Matthew Hamilton Rosenberg held 1,134 shares of iShares MSCI EAFE ETF worth $118K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #325 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares MSCI EAFE ETF in Q2 2020 and has held it in 25 quarters since.
  • Matthew Hamilton Rosenberg's iShares MSCI EAFE ETF position peaked at $168K in Q1 2022.
  • 2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.