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Montag & Caldwell’s iShares MSCI EAFE ETF EFA Stock Holding History

Montag & Caldwell’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
Q1 		– Sell
-3,298
Closed -$249K – 133
2024
Q4 		$249K Sell
3,298
-8,142
-71% -$645K 0.05% 88
2024
Q3 		$957K Sell
11,440
-72
-0.6% -$5.79K 0.19% 53
2024
Q2 		$902K Buy
11,512
+6,458
+128% +$512K 0.18% 52
2024
Q1 		$404K Buy
5,054
+789
+18% +$60.3K 0.07% 73
2023
Q4 		$321K Buy
4,265
+126
+3% +$8.9K 0.06% 77
2023
Q3 		$285K Buy
4,139
+125
+3% +$8.96K 0.04% 84
2023
Q2 		$291K Buy
4,014
+273
+7% +$19.8K 0.04% 84
2023
Q1 		$268K Buy
+3,741
New +$262K 0.04% 77

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Montag & Caldwell's EFA Position: Q1 2025 in Review

Montag & Caldwell sold out of iShares MSCI EAFE ETF (EFA) in Q1 2025, closing a stake of 3,298 shares — an estimated $249K sold.

Montag & Caldwell first reported a position in EFA in Q1 2023 and held it in 8 quarters. The position peaked at $957K in Q3 2024. 1,959 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • Montag & Caldwell reported no remaining iShares MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Montag & Caldwell sold 3,298 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $249K.
  • Montag & Caldwell first reported a position in iShares MSCI EAFE ETF in Q1 2023 and held it in 8 quarters.
  • Montag & Caldwell's iShares MSCI EAFE ETF position peaked at $957K in Q3 2024.
  • 1,959 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Montag & Caldwell's 13F filing for Q1 2025, filed 13 May 2025.