MML Investors Services’s iShares MSCI EAFE ETF EFA Stock Holding History

MML Investors Services’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	$64.5M	Sell	664,234 -114,692	-15%	-$11.5M	0.18%	117
2025 Q4	$74.8M	Buy	778,926 +78,297	+11%	+$7.43M	0.18%	108
2025 Q3	$65.4M	Buy	700,629 +2,756	+0.4%	+$251K	0.17%	122
2025 Q2	$62.4M	Buy	697,873 +34,056	+5%	+$2.91M	0.18%	114
2025 Q1	$54.3M	Sell	663,817 -40,482	-6%	-$3.26M	0.18%	116
2024 Q4	$53.3M	Buy	704,299 +55,240	+9%	+$4.37M	0.18%	113
2024 Q3	$54.3M	Sell	649,059 -45,610	-7%	-$3.67M	0.2%	106
2024 Q2	$54.4M	Buy	694,669 +14,633	+2%	+$1.16M	0.22%	97
2024 Q1	$54.3M	Sell	680,036 -17,278	-2%	-$1.32M	0.22%	93
2023 Q4	$52.5M	Buy	697,314 +98,497	+16%	+$6.96M	0.24%	85
2023 Q3	$41.3M	Buy	598,817 +11,653	+2%	+$835K	0.23%	90
2023 Q2	$42.6M	Sell	587,164 -3,080	-0.5%	-$224K	0.23%	83
2023 Q1	$42.2M	Sell	590,244 -315,436	-35%	-$22.1M	0.3%	68
2022 Q4	$59.4M	Buy	905,680 +296,110	+49%	+$18.5M	0.39%	47
2022 Q3	$34.1M	Sell	609,570 -85,750	-12%	-$5.34M	0.26%	79
2022 Q2	$43.5M	Buy	695,320 +12,764	+2%	+$869K	0.33%	59
2022 Q1	$50.2M	Sell	682,556 -7,280	-1%	-$544K	0.35%	52
2021 Q4	$54.3M	Buy	689,836 +41,286	+6%	+$3.27M	0.39%	42
2021 Q3	$50.6M	Buy	648,550 +70,915	+12%	+$5.67M	0.4%	44
2021 Q2	$45.6M	Sell	577,635 -888	-0.2%	-$70.5K	0.38%	46
2021 Q1	$43.9M	Buy	578,523 +127,034	+28%	+$9.57M	0.42%	45
2020 Q4	$32.9M	Sell	451,489 -45,047	-9%	-$3.08M	0.35%	58
2020 Q3	$31.6M	Buy	496,536 +66,555	+15%	+$4.26M	0.4%	54
2020 Q2	$26.2M	Sell	429,981 -19,298	-4%	-$1.12M	0.35%	65
2020 Q1	$24M	Buy	449,279 +237	+0.1%	+$15K	0.41%	51
2019 Q4	$31.2M	Sell	449,042 -34,707	-7%	-$2.34M	0.45%	39
2019 Q3	$31.5M	Sell	483,749 -101,185	-17%	-$6.52M	0.51%	30
2019 Q2	$38.4M	Sell	584,934 -14,128	-2%	-$925K	0.55%	30
2019 Q1	$38.9M	Sell	599,062 -172,500	-22%	-$10.9M	0.6%	28
2018 Q4	$45.4M	Buy	771,562 +120,409	+18%	+$7.52M	0.82%	18
2018 Q3	$44.3M	Sell	651,153 -22,764	-3%	-$1.54M	0.75%	19
2018 Q2	$45.1M	Sell	673,917 -168,962	-20%	-$11.8M	0.98%	12
2018 Q1	$58.7M	Buy	842,879 +13,064	+2%	+$931K	1.24%	7
2017 Q4	$58.3M	Sell	829,815 -33,335	-4%	-$2.32M	1.11%	14
2017 Q3	$59.1M	Buy	863,150 +65,510	+8%	+$4.38M	1.22%	11
2017 Q2	$52M	Buy	+797,640	New	+$51.6M	1%	20
2017 Q1	–	Sell	-12,282	Closed	-$709K	–	813
2016 Q4	$709K	Sell	12,282 -22,906	-65%	-$1.32M	0.79%	21
2016 Q3	$2.08M	Sell	35,188 -65,863	-65%	-$3.82M	2.39%	14
2016 Q2	$5.64M	Buy	101,051 +250	+0.2%	+$14.4K	5.06%	7
2016 Q1	$5.76M	Buy	100,801 +16,870	+20%	+$930K	5.26%	7
2015 Q4	$4.93M	Buy	83,931 +6,776	+9%	+$408K	4.57%	8
2015 Q3	$4.42M	Buy	77,155 +26,774	+53%	+$1.65M	4.49%	10
2015 Q2	$3.2M	Buy	+50,381	New	+$3.35M	3.28%	11

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

MML Investors Services's EFA Position: Q1 2026 in Review

MML Investors Services reduced its iShares MSCI EAFE ETF (EFA) stake by 15% in Q1 2026, selling an estimated $11.5M and leaving 664,234 shares worth $64.5M. The position accounts for 0.18% of the portfolio, ranked #117.

MML Investors Services first reported a position in EFA in Q2 2015 and has held it in 43 quarters since. The position peaked at $74.8M in Q4 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

MML Investors Services held 664,234 shares of iShares MSCI EAFE ETF worth $64.5M as of Q1 2026.
MML Investors Services sold 114,692 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $11.5M.
iShares MSCI EAFE ETF made up 0.18% of MML Investors Services's portfolio in Q1 2026, its #117 holding.
MML Investors Services first reported a position in iShares MSCI EAFE ETF in Q2 2015 and has held it in 43 quarters since.
MML Investors Services's iShares MSCI EAFE ETF position peaked at $74.8M in Q4 2025.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.