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McLean Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

McLean Asset Management’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 		$3.26M Sell
33,590
-1,780
-5% -$178K 0.57% 28
2025
Q4 		$3.51M Sell
35,370
-206
-0.6% -$19.5K 0.63% 26
2025
Q3 		$3.39M Sell
35,576
-1,305
-4% -$119K 0.7% 23
2025
Q2 		$3.3M Sell
36,881
-1,157
-3% -$98.8K 0.87% 21
2025
Q1 		$2.78M Sell
38,038
-4,140
-10% -$334K 0.92% 22
2024
Q4 		$3.19M Sell
42,178
-1,072
-2% -$84.9K 0.96% 21
2024
Q3 		$3.57M Buy
43,250
+944
+2% +$76K 1.08% 21
2024
Q2 		$3.41M Buy
42,306
+116
+0.3% +$9.19K 1.1% 21
2024
Q1 		$3.35M Sell
42,190
-1,473
-3% -$113K 1.15% 20
2023
Q4 		$3.24M Buy
43,663
+88
+0.2% +$6.22K 1.21% 19
2023
Q3 		$3.02M Sell
43,575
-1,196
-3% -$85.7K 1.24% 19
2023
Q2 		$3.25M Sell
44,771
-127
-0.3% -$9.22K 1.27% 20
2023
Q1 		$3.21M Sell
44,898
-2,849
-6% -$199K 1.32% 19
2022
Q4 		$3.13M Sell
47,747
-160
-0.3% -$10K 1.07% 22
2022
Q3 		$2.72M Sell
47,907
-1,552
-3% -$96.7K 1.05% 20
2022
Q2 		$3.03M Buy
49,459
+574
+1% +$39.1K 1.21% 17
2022
Q1 		$3.6M Buy
48,885
+3,362
+7% +$251K 2.66% 10
2021
Q4 		$3.63M Sell
45,523
-12,780
-22% -$1.01M 1.4% 15
2021
Q3 		$4.69M Sell
58,303
-2,162
-4% -$173K 1.8% 12
2021
Q2 		$4.74M Sell
60,465
-864
-1% -$68.6K 2.11% 11
2021
Q1 		$4.84M Sell
61,329
-498
-0.8% -$37.5K 3.82% 7
2020
Q4 		$4.51M Buy
+61,827
New +$4.23M 3.97% 7

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McLean Asset Management's EFA Position: Q1 2026 in Review

McLean Asset Management reduced its iShares MSCI EAFE ETF (EFA) stake by 5% in Q1 2026, selling an estimated $178K and leaving 33,590 shares worth $3.26M. The position accounts for 0.57% of the portfolio, ranked #28.

McLean Asset Management first reported a position in EFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.84M in Q1 2021. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • McLean Asset Management held 33,590 shares of iShares MSCI EAFE ETF worth $3.26M as of Q1 2026.
  • McLean Asset Management sold 1,780 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $178K.
  • iShares MSCI EAFE ETF made up 0.57% of McLean Asset Management's portfolio in Q1 2026, its #28 holding.
  • McLean Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • McLean Asset Management's iShares MSCI EAFE ETF position peaked at $4.84M in Q1 2021.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.