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MYCIO Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

MYCIO Wealth 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
Q1 		$12.3M Hold
127,084
– – 2.46% 6
2025
Q4 		$12.2M Buy
127,084
+1,194
+0.9% +$113K 2.53% 6
2025
Q3 		$11.8M Hold
125,890
– – 2.72% 6
2025
Q2 		$11.3M Buy
125,890
+1,136
+0.9% +$97K 2.6% 6
2025
Q1 		$10.2M Hold
124,754
– – 2.4% 6
2024
Q4 		$9.43M Buy
124,754
+3,807
+3% +$301K 2.26% 6
2024
Q3 		$10.1M Hold
120,947
– – 2.32% 7
2024
Q2 		$9.47M Sell
120,947
-5,340
-4% -$423K 2.42% 6
2024
Q1 		$10.1M Hold
126,287
– – 2.54% 6
2023
Q4 		$9.52M Buy
126,287
+729
+0.6% +$51.5K 2.67% 6
2023
Q3 		$8.65M Hold
125,558
– – 2.59% 6
2023
Q2 		$9.1M Buy
125,558
+1,044
+0.8% +$75.8K 2.86% 6
2023
Q1 		$8.91M Sell
124,514
-30,613
-20% -$2.14M 3.13% 6
2022
Q4 		$10.2M Buy
155,127
+30,041
+24% +$1.88M 3.33% 3
2022
Q3 		$7.01M Buy
125,086
+71,024
+131% +$4.43M 2.73% 8
2022
Q2 		$3.38M Buy
54,062
+21,184
+64% +$1.44M 1.25% 11
2022
Q1 		$2.42M Buy
32,878
+2,653
+9% +$198K 0.77% 15
2021
Q4 		$2.38M Buy
30,225
+18,382
+155% +$1.46M 0.79% 14
2021
Q3 		$924K Hold
11,843
– – 0.34% 21
2021
Q2 		$934K Buy
11,843
+1,868
+19% +$148K 0.38% 18
2021
Q1 		$757K Hold
9,975
– – 0.34% 19
2020
Q4 		$728K Buy
9,975
+97
+1% +$6.63K 0.4% 18
2020
Q3 		$629K Sell
9,878
-528
-5% -$33.8K 0.43% 14
2020
Q2 		$633K Buy
10,406
+136
+1% +$7.86K 0.44% 13
2020
Q1 		$549K Sell
10,270
-1,159,034
-99% -$73.6M 0.37% 11
2019
Q4 		$81.2M Buy
1,169,304
+3,566
+0.3% +$241K 5.28% 5
2019
Q3 		$76M Sell
1,165,738
-290,368
-20% -$18.7M 5.64% 4
2019
Q2 		$95.7M Buy
1,456,106
+100,514
+7% +$6.58M 7.51% 4
2019
Q1 		$87.9M Sell
1,355,592
-24,974
-2% -$1.57M 7.28% 4
2018
Q4 		$81.2M Buy
1,380,566
+664,316
+93% +$41.5M 7.55% 4
2018
Q3 		$48.7M Buy
716,250
+44,070
+7% +$2.98M 4.72% 5
2018
Q2 		$45M Buy
672,180
+56,674
+9% +$3.97M 4.65% 5
2018
Q1 		$42.9M Buy
615,506
+66,357
+12% +$4.73M 4.84% 5
2017
Q4 		$38.6M Buy
549,149
+42,177
+8% +$2.93M 4.17% 6
2017
Q3 		$34.7M Buy
506,972
+18,657
+4% +$1.25M 3.93% 6
2017
Q2 		$31.8M Buy
488,315
+13,338
+3% +$863K 3.72% 6
2017
Q1 		$29.6M Sell
474,977
-71,585
-13% -$4.33M 3.63% 6
2016
Q4 		$31.6M Buy
546,562
+267,066
+96% +$15.4M 4.23% 6
2016
Q3 		$16.5M Sell
279,496
-3,270
-1% -$190K 2.73% 9
2016
Q2 		$15.8M Sell
282,766
-12,121
-4% -$697K 2.7% 9
2016
Q1 		$16.9M Sell
294,887
-302,449
-51% -$16.7M 2.99% 9
2015
Q4 		$35.1M Buy
597,336
+516,724
+641% +$31.1M 6.26% 6
2015
Q3 		$4.62M Buy
80,612
+5,133
+7% +$317K 0.95% 13
2015
Q2 		$4.79M Buy
75,479
+5,177
+7% +$345K 0.93% 14
2015
Q1 		$4.51M Sell
70,302
-71,732
-51% -$4.52M 0.92% 15
2014
Q4 		$8.64M Buy
142,034
+96,020
+209% +$5.99M 1.82% 8
2014
Q3 		$2.95M Buy
46,014
+26,535
+136% +$1.77M 0.69% 19
2014
Q2 		$1.33M Buy
19,479
+1,796
+10% +$123K 0.3% 35
2014
Q1 		$1.19M Buy
17,683
+4,133
+31% +$273K 0.29% 37
2013
Q4 		$909K Buy
13,550
+3,491
+35% +$228K 0.23% 48
2013
Q3 		$642K Buy
10,059
+103
+1% +$6.31K 0.17% 58
2013
Q2 		$570K Buy
+9,956
New +$602K 0.16% 59

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

MYCIO Wealth Partners's EFA Position: Q1 2026 in Review

MYCIO Wealth Partners held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 127,084 shares worth $12.3M. The position accounts for 2.46% of the portfolio, ranked #6.

MYCIO Wealth Partners first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $95.7M in Q2 2019. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • MYCIO Wealth Partners held 127,084 shares of iShares MSCI EAFE ETF worth $12.3M as of Q1 2026.
  • MYCIO Wealth Partners left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE ETF made up 2.46% of MYCIO Wealth Partners's portfolio in Q1 2026, its #6 holding.
  • MYCIO Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
  • MYCIO Wealth Partners's iShares MSCI EAFE ETF position peaked at $95.7M in Q2 2019.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on MYCIO Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.