Mutual Advisors’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 | $2.87M | Sell |
29,565
-5,816
| -16% | -$582K | 0.06% | 293 |
|
|
2025
Q4 | $3.4M | Buy |
35,381
+858
| +2% | +$81.4K | 0.07% | 258 |
|
|
2025
Q3 | $3.28M | Sell |
34,523
-4,045
| -10% | -$368K | 0.07% | 255 |
|
|
2025
Q2 | $3.5M | Buy |
38,568
+9,377
| +32% | +$801K | 0.09% | 220 |
|
|
2025
Q1 | $2.46M | Buy |
29,191
+6,159
| +27% | +$496K | 0.07% | 248 |
|
|
2024
Q4 | $1.76M | Sell |
23,032
-13,295
| -37% | -$1.05M | 0.05% | 311 |
|
|
2024
Q3 | $2.91M | Sell |
36,327
-13,684
| -27% | -$1.1M | 0.09% | 211 |
|
|
2024
Q2 | $3.95M | Buy |
50,011
+24,087
| +93% | +$1.91M | 0.12% | 166 |
|
|
2024
Q1 | $2.07M | Sell |
25,924
-3,681
| -12% | -$282K | 0.07% | 267 |
|
|
2023
Q4 | $2.23M | Sell |
29,605
-8,776
| -23% | -$620K | 0.08% | 240 |
|
|
2023
Q3 | $2.65M | Sell |
38,381
-9,126
| -19% | -$654K | 0.1% | 189 |
|
|
2023
Q2 | $3.44M | Buy |
47,507
+15,400
| +48% | +$1.12M | 0.13% | 157 |
|
|
2023
Q1 | $2.3M | Buy |
32,107
+15,461
| +93% | +$1.08M | 0.09% | 216 |
|
|
2022
Q4 | $1.09M | Sell |
16,646
-165
| -1% | -$10.3K | 0.05% | 388 |
|
|
2022
Q3 | $942K | Sell |
16,811
-887
| -5% | -$55.3K | 0.05% | 381 |
|
|
2022
Q2 | $1.11M | Buy |
17,698
+1,485
| +9% | +$101K | 0.07% | 308 |
|
|
2022
Q1 | $1.19M | Sell |
16,213
-15,278
| -49% | -$1.14M | 0.07% | 328 |
|
|
2021
Q4 | $2.48M | Buy |
31,491
+2,538
| +9% | +$201K | 0.13% | 190 |
|
|
2021
Q3 | $2.26M | Buy |
28,953
+7,357
| +34% | +$589K | 0.13% | 189 |
|
|
2021
Q2 | $1.7M | Buy |
21,596
+330
| +2% | +$26.2K | 0.1% | 251 |
|
|
2021
Q1 | $1.61M | Sell |
21,266
-753
| -3% | -$56.7K | 0.11% | 231 |
|
|
2020
Q4 | $1.61M | Buy |
22,019
+253
| +1% | +$17.3K | 0.12% | 204 |
|
|
2020
Q3 | $1.39M | Sell |
21,766
-3,277
| -13% | -$210K | 0.12% | 186 |
|
|
2020
Q2 | $1.52M | Sell |
25,043
-1,058
| -4% | -$61.2K | 0.15% | 160 |
|
|
2020
Q1 | $1.4M | Sell |
26,101
-43,770
| -63% | -$2.78M | 0.19% | 142 |
|
|
2019
Q4 | $4.85M | Buy |
69,871
+28,430
| +69% | +$1.92M | 0.52% | 37 |
|
|
2019
Q3 | $2.7M | Sell |
41,441
-8,406
| -17% | -$542K | 0.36% | 62 |
|
|
2019
Q2 | $3.28M | Buy |
49,847
+10,898
| +28% | +$713K | 0.43% | 44 |
|
|
2019
Q1 | $2.53M | Buy |
38,949
+8,203
| +27% | +$517K | 0.37% | 60 |
|
|
2018
Q4 | $1.81M | Sell |
30,746
-524
| -2% | -$32.7K | 0.36% | 66 |
|
|
2018
Q3 | $2.13M | Buy |
31,270
+5,249
| +20% | +$354K | 0.32% | 66 |
|
|
2018
Q2 | $1.74M | Buy |
26,021
+10,913
| +72% | +$765K | 0.4% | 63 |
|
|
2018
Q1 | $1.05M | Buy |
15,108
+8,934
| +145% | +$637K | 0.27% | 121 |
|
|
2017
Q4 | $434K | Buy |
+6,174
| New | +$429K | 0.16% | 169 |
|
Other funds holding EFA
NMIMC
Mutual Advisors's EFA Position: Q1 2026 in Review
Mutual Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 16% in Q1 2026, selling an estimated $582K and leaving 29,565 shares worth $2.87M. The position accounts for 0.06% of the portfolio, ranked #293.
Mutual Advisors first reported a position in EFA in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.85M in Q4 2019. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Mutual Advisors held 29,565 shares of iShares MSCI EAFE ETF worth $2.87M as of Q1 2026.
- Mutual Advisors sold 5,816 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $582K.
- iShares MSCI EAFE ETF made up 0.06% of Mutual Advisors's portfolio in Q1 2026, its #293 holding.
- Mutual Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's iShares MSCI EAFE ETF position peaked at $4.85M in Q4 2019.
- 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.