Mondrian Investment Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Mondrian Investment Partners’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	$58.2M	Sell	560,248 -314,714	-36%	-$32.4M	0.9%	35
2026 Q1	$85M	Buy	874,962 +43,367	+5%	+$4.34M	1.27%	33
2025 Q4	$79.9M	Buy	831,595 +474,219	+133%	+$45M	1.32%	33
2025 Q3	$33.4M	Buy	+357,376	New	+$32.5M	0.56%	44
2025 Q1	$19.9M	Buy	243,915 +181,004	+288%	+$14.6M	0.34%	51
2024 Q4	$4.99M	Sell	62,911 -166,027	-73%	-$13.1M	0.08%	59
2024 Q3	$19.1M	Buy	228,938 +189,381	+479%	+$15.2M	0.29%	52
2024 Q2	$3.18M	Sell	39,557 -318,012	-89%	-$25.2M	0.05%	56
2024 Q1	$28.6M	Sell	357,569 -20,681	-5%	-$1.58M	0.39%	52
2023 Q4	$28.5M	Buy	+378,250	New	+$26.7M	0.45%	50
2015 Q1	–	Sell	-9,197	Closed	-$560K	–	90
2014 Q4	$560K	Buy	+9,197	New	+$574K	0.01%	65

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

Mondrian Investment Partners's EFA Position: Q2 2026 in Review

Mondrian Investment Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 36% in Q2 2026, selling an estimated $32.4M and leaving 560,248 shares worth $58.2M. The position accounts for 0.9% of the portfolio, ranked #35.

Mondrian Investment Partners first reported a position in EFA in Q4 2014 and has held it in 11 quarters since. The position peaked at $85M in Q1 2026. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Mondrian Investment Partners held 560,248 shares of iShares MSCI EAFE ETF worth $58.2M as of Q2 2026.
Mondrian Investment Partners sold 314,714 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $32.4M.
iShares MSCI EAFE ETF made up 0.9% of Mondrian Investment Partners's portfolio in Q2 2026, its #35 holding.
Mondrian Investment Partners first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 11 quarters since.
Mondrian Investment Partners's iShares MSCI EAFE ETF position peaked at $85M in Q1 2026.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Mondrian Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.