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NorthCrest Asset Manangement’s iShares MSCI EAFE ETF EFA Stock Holding History

NorthCrest Asset Manangement’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 		$693K Buy
6,669
+2,561
+62% +$263K 0.02% 462
2026
Q1 		$403K Sell
4,108
-733
-15% -$73.3K 0.01% 552
2025
Q4 		$475K Buy
4,841
+27
+0.6% +$2.56K 0.01% 548
2025
Q3 		$455K Sell
4,814
-132
-3% -$12K 0.01% 525
2025
Q2 		$443K Sell
4,946
-489
-9% -$41.8K 0.01% 439
2025
Q1 		$444K Buy
5,435
+255
+5% +$20.6K 0.01% 437
2024
Q4 		$392K Sell
5,180
-93
-2% -$7.37K 0.01% 438
2024
Q3 		$441K Buy
5,273
+103
+2% +$8.29K 0.01% 416
2024
Q2 		$405K Buy
5,170
+25
+0.5% +$1.98K 0.01% 412
2024
Q1 		$411K Buy
5,145
+17
+0.3% +$1.3K 0.01% 406
2023
Q4 		$386K Sell
5,128
-41
-0.8% -$2.9K 0.01% 416
2023
Q3 		$356K Sell
5,169
-265
-5% -$19K 0.01% 419
2023
Q2 		$394K Sell
5,434
-392
-7% -$28.5K 0.02% 403
2023
Q1 		$417K Buy
5,826
+27
+0.5% +$1.89K 0.02% 396
2022
Q4 		$381K Buy
5,799
+981
+20% +$61.5K 0.02% 324
2022
Q3 		$270K Buy
4,818
+431
+10% +$26.9K 0.01% 393
2022
Q2 		$274K Sell
4,387
-90
-2% -$6.13K 0.01% 385
2022
Q1 		$330K Sell
4,477
-3
-0.1% -$224 0.02% 353
2021
Q4 		$352K Buy
+4,480
New +$355K 0.02% 350

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

NorthCrest Asset Manangement's EFA Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its iShares MSCI EAFE ETF (EFA) stake by 62% in Q2 2026, buying an estimated $263K and bringing the position to 6,669 shares worth $693K. The position accounts for 0.02% of the portfolio, ranked #462.

NorthCrest Asset Manangement first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. 477 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • NorthCrest Asset Manangement held 6,669 shares of iShares MSCI EAFE ETF worth $693K as of Q2 2026.
  • NorthCrest Asset Manangement bought 2,561 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $263K.
  • iShares MSCI EAFE ETF made up 0.02% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #462 holding.
  • NorthCrest Asset Manangement first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.