Means Investment Company’s iShares MSCI EAFE ETF EFA Stock Holding History

Means Investment Company’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	$346K	Buy	3,334 +571	+21%	+$58.7K	0.03%	156
2026 Q1	$268K	Buy	+2,763	New	+$276K	0.02%	171
2025 Q3	–	Sell	-3,121	Closed	-$279K	–	191
2025 Q2	$279K	Hold	3,121	–	–	0.03%	164
2025 Q1	$255K	Hold	3,121	–	–	0.03%	174
2024 Q4	$236K	Buy	+3,121	New	+$247K	0.02%	188
2020 Q1	–	Sell	-2,955	Closed	-$208K	–	145
2019 Q4	$208K	Buy	+2,955	New	+$200K	0.07%	140

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Means Investment Company's EFA Position: Q2 2026 in Review

Means Investment Company increased its iShares MSCI EAFE ETF (EFA) stake by 21% in Q2 2026, buying an estimated $58.7K and bringing the position to 3,334 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #156.

Means Investment Company first reported a position in EFA in Q4 2019 and has held it in 6 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Means Investment Company held 3,334 shares of iShares MSCI EAFE ETF worth $346K as of Q2 2026.
Means Investment Company bought 571 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $58.7K.
iShares MSCI EAFE ETF made up 0.03% of Means Investment Company's portfolio in Q2 2026, its #156 holding.
Means Investment Company first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 6 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.