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Moors & Cabot’s iShares MSCI EAFE ETF EFA Stock Holding History

Moors & Cabot’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 		$1.78M Buy
18,371
+220
+1% +$22K 0.08% 229
2025
Q4 		$1.74M Sell
18,151
-390
-2% -$37K 0.07% 235
2025
Q3 		$1.73M Sell
18,541
-210
-1% -$19.1K 0.08% 238
2025
Q2 		$1.68M Sell
18,751
-189
-1% -$16.1K 0.08% 232
2025
Q1 		$1.55M Buy
18,940
+2,143
+13% +$173K 0.08% 234
2024
Q4 		$1.27M Buy
16,797
+581
+4% +$46K 0.06% 279
2024
Q3 		$1.36M Buy
16,216
+412
+3% +$33.1K 0.07% 261
2024
Q2 		$1.24M Buy
15,804
+1,230
+8% +$97.4K 0.07% 258
2024
Q1 		$1.16M Buy
14,574
+458
+3% +$35K 0.06% 278
2023
Q4 		$1.06M Buy
14,116
+1,499
+12% +$106K 0.07% 268
2023
Q3 		$870K Buy
12,617
+717
+6% +$51.4K 0.06% 287
2023
Q2 		$863K Buy
11,900
+1,471
+14% +$107K 0.06% 296
2023
Q1 		$746K Sell
10,429
-682
-6% -$47.7K 0.05% 326
2022
Q4 		$729K Buy
11,111
+1,738
+19% +$109K 0.05% 332
2022
Q3 		$525K Buy
9,373
+717
+8% +$44.7K 0.04% 382
2022
Q2 		$541K Buy
8,656
+1,307
+18% +$89K 0.04% 391
2022
Q1 		$541K Sell
7,349
-279
-4% -$20.9K 0.03% 444
2021
Q4 		$600K Sell
7,628
-31
-0.4% -$2.46K 0.04% 409
2021
Q3 		$599K Sell
7,659
-57
-0.7% -$4.56K 0.04% 397
2021
Q2 		$609K Sell
7,716
-743
-9% -$59K 0.04% 370
2021
Q1 		$642K Buy
8,459
+1,771
+26% +$133K 0.05% 338
2020
Q4 		$487K Sell
6,688
-463
-6% -$31.7K 0.04% 381
2020
Q3 		$455K Sell
7,151
-3
-0% -$192 0.04% 352
2020
Q2 		$434K Sell
7,154
-2,224
-24% -$129K 0.05% 348
2020
Q1 		$501K Sell
9,378
-1,397
-13% -$88.7K 0.07% 250
2019
Q4 		$750K Buy
10,775
+112
+1% +$7.56K 0.08% 244
2019
Q3 		$698K Buy
10,663
+3,286
+45% +$212K 0.08% 252
2019
Q2 		$486K Buy
7,377
+1,646
+29% +$108K 0.06% 302
2019
Q1 		$372K Buy
5,731
+250
+5% +$15.8K 0.05% 337
2018
Q4 		$322K Sell
5,481
-4,031
-42% -$252K 0.05% 349
2018
Q3 		$648K Buy
9,512
+2,050
+27% +$138K 0.08% 259
2018
Q2 		$498K Buy
7,462
+1,464
+24% +$103K 0.07% 304
2018
Q1 		$418K Buy
5,998
+87
+1% +$6.2K 0.06% 359
2017
Q4 		$416K Buy
5,911
+336
+6% +$23.4K 0.06% 352
2017
Q3 		$384K Buy
5,575
+43
+0.8% +$2.88K 0.06% 362
2017
Q2 		$362K Buy
5,532
+668
+14% +$43.2K 0.06% 348
2017
Q1 		$303K Sell
4,864
-291
-6% -$17.6K 0.05% 379
2016
Q4 		$298K Sell
5,155
-411
-7% -$23.7K 0.05% 389
2016
Q3 		$329K Hold
5,566
– – 0.06% 353
2016
Q2 		$312K Buy
5,566
+498
+10% +$28.7K 0.05% 362
2016
Q1 		$290K Buy
5,068
+250
+5% +$13.8K 0.05% 357
2015
Q4 		$284K Sell
4,818
-147
-3% -$8.85K 0.05% 365
2015
Q3 		$284K Sell
4,965
-7,130
-59% -$440K 0.05% 374
2015
Q2 		$766K Buy
12,095
+6,484
+116% +$432K 0.12% 197
2015
Q1 		$360K Buy
5,611
+291
+5% +$18.3K 0.06% 337
2014
Q4 		$323K Sell
5,320
-329
-6% -$20.5K 0.05% 368
2014
Q3 		$363K Sell
5,649
-352
-6% -$23.5K 0.06% 330
2014
Q2 		$410K Buy
6,001
+2,088
+53% +$143K 0.07% 311
2014
Q1 		$263K Buy
+3,913
New +$259K 0.07% 299

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moors & Cabot's EFA Position: Q1 2026 in Review

Moors & Cabot increased its iShares MSCI EAFE ETF (EFA) stake by 1.2% in Q1 2026, buying an estimated $22K and bringing the position to 18,371 shares worth $1.78M. The position accounts for 0.08% of the portfolio, ranked #229.

Moors & Cabot first reported a position in EFA in Q1 2014 and has held it in 49 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Moors & Cabot held 18,371 shares of iShares MSCI EAFE ETF worth $1.78M as of Q1 2026.
  • Moors & Cabot bought 220 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $22K.
  • iShares MSCI EAFE ETF made up 0.08% of Moors & Cabot's portfolio in Q1 2026, its #229 holding.
  • Moors & Cabot first reported a position in iShares MSCI EAFE ETF in Q1 2014 and has held it in 49 quarters since.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.