Northstar Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Northstar Group’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	$207K	Buy	+1,997	New	+$205K	0.03%	167
2024 Q3	–	Sell	-5,349	Closed	-$419K	–	158
2024 Q2	$419K	Sell	5,349 -2,250	-30%	-$178K	0.08%	97
2024 Q1	$607K	Hold	7,599	–	–	0.12%	81
2023 Q4	$573K	Hold	7,599	–	–	0.12%	79
2023 Q3	$524K	Hold	7,599	–	–	0.12%	85
2023 Q2	$551K	Hold	7,599	–	–	0.13%	82
2023 Q1	$543K	Hold	7,599	–	–	0.14%	83
2022 Q4	$499K	Hold	7,599	–	–	0.14%	84
2022 Q3	$425K	Hold	7,599	–	–	0.13%	92
2022 Q2	$474K	Hold	7,599	–	–	0.14%	87
2022 Q1	$559K	Hold	7,599	–	–	0.13%	90
2021 Q4	$598K	Hold	7,599	–	–	0.14%	90
2021 Q3	$593K	Hold	7,599	–	–	0.15%	91
2021 Q2	$599K	Sell	7,599 -1,000	-12%	-$79.4K	0.16%	90
2021 Q1	$652K	Buy	+8,599	New	+$647K	0.18%	82

Other funds holding EFA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northstar Group's EFA Position: Q2 2026 in Review

Northstar Group opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 1,997 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #167 among its holdings. This is a return to the name: Northstar Group previously reported a position in EFA as recently as Q2 2024.

Northstar Group first reported a position in EFA in Q1 2021 and has held it in 15 quarters since. The position peaked at $652K in Q1 2021. 1,207 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Northstar Group held 1,997 shares of iShares MSCI EAFE ETF worth $207K as of Q2 2026.
iShares MSCI EAFE ETF was a new Northstar Group position in Q2 2026.
iShares MSCI EAFE ETF made up 0.03% of Northstar Group's portfolio in Q2 2026, its #167 holding.
Northstar Group first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 15 quarters since.
Northstar Group's iShares MSCI EAFE ETF position peaked at $652K in Q1 2021.
1,207 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Northstar Group's 13F filing for Q2 2026, filed 3 Aug 2026.