Middleton & Co’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $218K | Buy |
2,240
+5
| +0.2% | +$500 | 0.02% | 158 |
|
|
2025
Q4 | $215K | Hold |
2,235
| – | – | 0.02% | 159 |
|
|
2025
Q3 | $209K | Buy |
+2,235
| New | +$203K | 0.02% | 162 |
|
|
2022
Q4 | – | Sell |
-4,965
| Closed | -$278K | – | 158 |
|
|
2022
Q3 | $278K | Sell |
4,965
-12,670
| -72% | -$790K | 0.04% | 130 |
|
|
2022
Q2 | $1.1M | Sell |
17,635
-2,900
| -14% | -$197K | 0.14% | 96 |
|
|
2022
Q1 | $1.51M | Hold |
20,535
| – | – | 0.16% | 89 |
|
|
2021
Q4 | $1.62M | Hold |
20,535
| – | – | 0.16% | 90 |
|
|
2021
Q3 | $1.6M | Hold |
20,535
| – | – | 0.17% | 88 |
|
|
2021
Q2 | $1.62M | Buy |
20,535
+835
| +4% | +$66.3K | 0.18% | 87 |
|
|
2021
Q1 | $1.5M | Sell |
19,700
-700
| -3% | -$52.7K | 0.17% | 90 |
|
|
2020
Q4 | $1.49M | Hold |
20,400
| – | – | 0.18% | 87 |
|
|
2020
Q3 | $1.3M | Hold |
20,400
| – | – | 0.17% | 87 |
|
|
2020
Q2 | $1.24M | Sell |
20,400
-1,850
| -8% | -$107K | 0.18% | 88 |
|
|
2020
Q1 | $1.19M | Sell |
22,250
-250
| -1% | -$15.9K | 0.21% | 84 |
|
|
2019
Q4 | $1.56M | Sell |
22,500
-65
| -0.3% | -$4.39K | 0.22% | 82 |
|
|
2019
Q3 | $1.47M | Sell |
22,565
-990
| -4% | -$63.8K | 0.23% | 85 |
|
|
2019
Q2 | $1.55M | Buy |
23,555
+112
| +0.5% | +$7.33K | 0.24% | 82 |
|
|
2019
Q1 | $1.52M | Hold |
23,443
| – | – | 0.24% | 81 |
|
|
2018
Q4 | $1.38M | Sell |
23,443
-570
| -2% | -$35.6K | 0.25% | 80 |
|
|
2018
Q3 | $1.63M | Sell |
24,013
-4,534
| -16% | -$306K | 0.25% | 81 |
|
|
2018
Q2 | $1.91M | Buy |
28,547
+780
| +3% | +$54.7K | 0.33% | 73 |
|
|
2018
Q1 | $1.94M | Hold |
27,767
| – | – | 0.35% | 73 |
|
|
2017
Q4 | $1.95M | Sell |
27,767
-73
| -0.3% | -$5.08K | 0.33% | 78 |
|
|
2017
Q3 | $1.91M | Buy |
27,840
+20,628
| +286% | +$1.38M | 0.34% | 74 |
|
|
2017
Q2 | $470K | Buy |
7,212
+1,925
| +36% | +$125K | 0.1% | 112 |
|
|
2017
Q1 | $329K | Buy |
+5,287
| New | +$320K | 0.07% | 129 |
|
|
2015
Q4 | – | Sell |
-4,215
| Closed | -$242K | – | 159 |
|
|
2015
Q3 | $242K | Buy |
4,215
+50
| +1% | +$3.09K | 0.06% | 142 |
|
|
2015
Q2 | $264K | Buy |
4,165
+50
| +1% | +$3.33K | 0.06% | 139 |
|
|
2015
Q1 | $264K | Buy |
4,115
+590
| +17% | +$37.1K | 0.06% | 142 |
|
|
2014
Q4 | $214K | Sell |
3,525
-5,450
| -61% | -$340K | 0.05% | 150 |
|
|
2014
Q3 | $575K | Buy |
8,975
+3,450
| +62% | +$230K | 0.14% | 111 |
|
|
2014
Q2 | $378K | Buy |
5,525
+825
| +18% | +$56.5K | 0.09% | 128 |
|
|
2014
Q1 | $316K | Buy |
+4,700
| New | +$311K | 0.07% | 131 |
|
|
2013
Q4 | – | Sell |
-6,574
| Closed | -$419K | – | 135 |
|
|
2013
Q3 | $419K | Hold |
6,574
| – | – | 0.11% | 116 |
|
|
2013
Q2 | $377K | Buy |
+6,574
| New | +$398K | 0.11% | 112 |
|
Other funds holding EFA
NMIMC
Middleton & Co's EFA Position: Q1 2026 in Review
Middleton & Co increased its iShares MSCI EAFE ETF (EFA) stake by 0.22% in Q1 2026, buying an estimated $500 and bringing the position to 2,240 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #158.
Middleton & Co first reported a position in EFA in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.95M in Q4 2017. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Middleton & Co held 2,240 shares of iShares MSCI EAFE ETF worth $218K as of Q1 2026.
- Middleton & Co bought 5 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $500.
- iShares MSCI EAFE ETF made up 0.02% of Middleton & Co's portfolio in Q1 2026, its #158 holding.
- Middleton & Co first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 35 quarters since.
- Middleton & Co's iShares MSCI EAFE ETF position peaked at $1.95M in Q4 2017.
- 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.