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Nearwater Capital Markets’s iShares MSCI EAFE ETF EFA Stock Holding History

Nearwater Capital Markets’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 		– Sell
-300,000
Closed -$28.8M – 98
2025
Q4 		$28.8M Buy
+300,000
New +$28.5M 0.49% 46

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $786B AUM 40.34% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nearwater Capital Markets's EFA Position: Q1 2026 in Review

Nearwater Capital Markets sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 300,000 shares — an estimated $28.8M sold.

Nearwater Capital Markets first reported a position in EFA in Q4 2025 and held it in 1 quarter. The position peaked at $28.8M in Q4 2025. 2,205 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Nearwater Capital Markets reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Nearwater Capital Markets sold 300,000 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $28.8M.
  • Nearwater Capital Markets first reported a position in iShares MSCI EAFE ETF in Q4 2025 and held it in 1 quarter.
  • Nearwater Capital Markets's iShares MSCI EAFE ETF position peaked at $28.8M in Q4 2025.
  • 2,205 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Nearwater Capital Markets's 13F filing for Q1 2026, filed 15 May 2026.