NIM
EFA icon

Nexus Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Nexus Investment Management’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
Q2 		$77.9K Sell
750
-50,500
-99% -$5.19M 0.01% 51
2026
Q1 		$4.98M Buy
51,250
+15,100
+42% +$1.51M 0.7% 23
2025
Q4 		$3.47M Sell
36,150
-1,600
-4% -$152K 0.47% 23
2025
Q3 		$3.52M Buy
37,750
+7,200
+24% +$655K 0.5% 23
2025
Q2 		$2.73M Sell
30,550
-1,000
-3% -$85.4K 0.41% 24
2025
Q1 		$3.71M Hold
31,550
– – 0.42% 25
2024
Q4 		$2.39M Hold
31,550
– – 0.24% 40
2024
Q3 		$2.64M Hold
31,550
– – 0.26% 40
2024
Q2 		$2.47M Hold
31,550
– – 0.26% 37
2024
Q1 		$2.52M Hold
31,550
– – 0.24% 41
2023
Q4 		$2.38M Hold
31,550
– – 0.25% 42
2023
Q3 		$2.17M Hold
31,550
– – 0.25% 41
2023
Q2 		$2.29M Hold
31,550
– – 0.25% 40
2023
Q1 		$2.26M Hold
31,550
– – 0.25% 41
2022
Q4 		$2.07M Hold
31,550
– – 0.23% 42
2022
Q3 		$1.77M Hold
31,550
– – 0.22% 42
2022
Q2 		$1.97M Hold
31,550
– – 0.23% 43
2022
Q1 		$2.32M Hold
31,550
– – 0.24% 40
2021
Q4 		$2.48M Buy
31,550
+7,500
+31% +$594K 0.25% 37
2021
Q3 		$1.88M Buy
24,050
+4,500
+23% +$360K 0.2% 38
2021
Q2 		$1.54M Hold
19,550
– – 0.16% 41
2021
Q1 		$1.48M Hold
19,550
– – 0.17% 40
2020
Q4 		$1.42M Hold
19,550
– – 0.18% 40
2020
Q3 		$1.24M Hold
19,550
– – 0.19% 39
2020
Q2 		$1.19M Hold
19,550
– – 0.18% 37
2020
Q1 		$1.04M Sell
19,550
-1,140
-6% -$72.4K 0.18% 38
2019
Q4 		$1.44M Hold
20,690
– – 0.2% 38
2019
Q3 		$1.35M Hold
20,690
– – 0.19% 39
2019
Q2 		$1.36M Hold
20,690
– – 0.19% 40
2019
Q1 		$1.34M Sell
20,690
-10
-0% -$630 0.2% 40
2018
Q4 		$1.22M Hold
20,700
– – 0.21% 39
2018
Q3 		$1.41M Sell
20,700
-200
-1% -$13.5K 0.2% 42
2018
Q2 		$1.4M Buy
20,900
+500
+2% +$35.1K 0.21% 40
2018
Q1 		$1.42M Hold
20,400
– – 0.22% 39
2017
Q4 		$1.43M Buy
20,400
+800
+4% +$55.6K 0.21% 40
2017
Q3 		$1.34M Buy
+19,600
New +$1.31M 0.21% 39
2017
Q1 		– Sell
-14,200
Closed -$819K – 70
2016
Q4 		$819K Hold
14,200
– – 0.14% 46
2016
Q3 		$840K Buy
14,200
+250
+2% +$14.5K 0.15% 45
2016
Q2 		$779K Buy
13,950
+500
+4% +$28.8K 0.15% 50
2016
Q1 		$768K Buy
+13,450
New +$741K 0.14% 49

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Nexus Investment Management's EFA Position: Q2 2026 in Review

Nexus Investment Management reduced its iShares MSCI EAFE ETF (EFA) stake by 99% in Q2 2026, selling an estimated $5.19M and leaving 750 shares worth $77.9K. The position accounts for 0.01% of the portfolio, ranked #51.

Nexus Investment Management first reported a position in EFA in Q1 2016 and has held it in 40 quarters since. The position peaked at $4.98M in Q1 2026. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Nexus Investment Management held 750 shares of iShares MSCI EAFE ETF worth $77.9K as of Q2 2026.
  • Nexus Investment Management sold 50,500 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $5.19M.
  • iShares MSCI EAFE ETF made up 0.01% of Nexus Investment Management's portfolio in Q2 2026, its #51 holding.
  • Nexus Investment Management first reported a position in iShares MSCI EAFE ETF in Q1 2016 and has held it in 40 quarters since.
  • Nexus Investment Management's iShares MSCI EAFE ETF position peaked at $4.98M in Q1 2026.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Nexus Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.