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Meritage Portfolio Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Meritage Portfolio 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
2025
Q4 		$204K Buy
+2,126
New +$202K 0.01% 312
2025
Q2 		– Sell
-3,119
Closed -$255K – 330
2025
Q1 		$255K Hold
3,119
– – 0.02% 297
2024
Q4 		$236K Buy
3,119
+144
+5% +$11.4K 0.01% 305
2024
Q3 		$249K Sell
2,975
-435
-13% -$35K 0.02% 308
2024
Q2 		$267K Buy
3,410
+435
+15% +$34.5K 0.02% 304
2024
Q1 		$238K Hold
2,975
– – 0.02% 315
2023
Q4 		$224K Sell
2,975
-37
-1% -$2.62K 0.01% 320
2023
Q3 		$208K Hold
3,012
– – 0.02% 317
2023
Q2 		$218K Sell
3,012
-373
-11% -$27.1K 0.02% 326
2023
Q1 		$242K Sell
3,385
-498
-13% -$34.8K 0.02% 283
2022
Q4 		$255K Sell
3,883
-160
-4% -$10K 0.02% 271
2022
Q3 		$226K Hold
4,043
– – 0.02% 275
2022
Q2 		$253K Hold
4,043
– – 0.02% 266
2022
Q1 		$298K Hold
4,043
– – 0.02% 271
2021
Q4 		$318K Sell
4,043
-180
-4% -$14.3K 0.02% 254
2021
Q3 		$329K Hold
4,223
– – 0.02% 237
2021
Q2 		$333K Buy
4,223
+43
+1% +$3.42K 0.02% 239
2021
Q1 		$317K Buy
4,180
+115
+3% +$8.66K 0.02% 233
2020
Q4 		$297K Hold
4,065
– – 0.02% 229
2020
Q3 		$259K Sell
4,065
-524
-11% -$33.5K 0.02% 211
2020
Q2 		$279K Hold
4,589
– – 0.03% 192
2020
Q1 		$245K Sell
4,589
-918
-17% -$58.3K 0.03% 172
2019
Q4 		$382K Sell
5,507
-405
-7% -$27.4K 0.03% 207
2019
Q3 		$386K Buy
+5,912
New +$381K 0.04% 201

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 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

Meritage Portfolio Management's EFA Position: Q4 2025 in Review

Meritage Portfolio Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q4 2025: 2,126 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #312 among its holdings. This is a return to the name: Meritage Portfolio Management previously reported a position in EFA as recently as Q1 2025.

Meritage Portfolio Management first reported a position in EFA in Q3 2019 and has held it in 24 quarters since. The position peaked at $386K in Q3 2019. 2,214 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

  • Meritage Portfolio Management held 2,126 shares of iShares MSCI EAFE ETF worth $204K as of Q4 2025.
  • iShares MSCI EAFE ETF was a new Meritage Portfolio Management position in Q4 2025.
  • iShares MSCI EAFE ETF made up 0.01% of Meritage Portfolio Management's portfolio in Q4 2025, its #312 holding.
  • Meritage Portfolio Management first reported a position in iShares MSCI EAFE ETF in Q3 2019 and has held it in 24 quarters since.
  • Meritage Portfolio Management's iShares MSCI EAFE ETF position peaked at $386K in Q3 2019.
  • 2,214 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.