McDonald Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

McDonald Partners’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	$243K	Hold	2,505	–	–	0.06%	200
2025 Q4	$241K	Buy	+2,505	New	+$238K	0.08%	195
2023 Q3	–	Sell	-3,006	Closed	-$218K	–	231
2023 Q2	$218K	Buy	+3,006	New	+$218K	0.07%	220
2022 Q2	–	Sell	-4,363	Closed	-$321K	–	301
2022 Q1	$321K	Sell	4,363 -1,266	-22%	-$94.7K	0.07%	249
2021 Q4	$444K	Buy	5,629 +1,416	+34%	+$112K	0.41%	55
2021 Q3	$329K	Hold	4,213	–	–	0.08%	239
2021 Q2	$332K	Sell	4,213 -1,000	-19%	-$79.4K	0.08%	238
2021 Q1	$396K	Buy	5,213 +1,250	+32%	+$94.1K	0.1%	199
2020 Q4	$289K	Buy	+3,963	New	+$271K	0.08%	232

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

McDonald Partners's EFA Position: Q1 2026 in Review

McDonald Partners held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 2,505 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #200.

McDonald Partners first reported a position in EFA in Q4 2020 and has held it in 9 quarters since. The position peaked at $444K in Q4 2021. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

McDonald Partners held 2,505 shares of iShares MSCI EAFE ETF worth $243K as of Q1 2026.
McDonald Partners left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.06% of McDonald Partners's portfolio in Q1 2026, its #200 holding.
McDonald Partners first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 9 quarters since.
McDonald Partners's iShares MSCI EAFE ETF position peaked at $444K in Q4 2021.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.