Norway Savings Bank’s iShares MSCI EAFE ETF EFA Stock Holding History

Norway Savings Bank’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	$538K	Sell	5,180 -25	-0.5%	-$2.57K	0.23%	77
2026 Q1	$506K	Sell	5,205 -370	-7%	-$37K	0.24%	79
2025 Q4	$535K	Sell	5,575 -250	-4%	-$23.7K	0.25%	75
2025 Q3	$544K	Sell	5,825 -40	-0.7%	-$3.64K	0.26%	74
2025 Q2	$524K	Sell	5,865 -1,165	-17%	-$99.5K	0.27%	74
2025 Q1	$575K	Sell	7,030 -750	-10%	-$60.4K	0.33%	74
2024 Q4	$588K	Hold	7,780	–	–	0.33%	76
2024 Q3	$651K	Hold	7,780	–	–	0.35%	78
2024 Q2	$609K	Hold	7,780	–	–	0.35%	77
2024 Q1	$621K	Sell	7,780 -225	-3%	-$17.2K	0.26%	100
2023 Q4	$603K	Hold	8,005	–	–	0.27%	99
2023 Q3	$552K	Sell	8,005 -35	-0.4%	-$2.51K	0.27%	100
2023 Q2	$583K	Hold	8,040	–	–	0.32%	86
2023 Q1	$575K	Sell	8,040 -112	-1%	-$7.83K	0.29%	95
2022 Q4	$535K	Sell	8,152 -275	-3%	-$17.2K	0.27%	96
2022 Q3	$472K	Sell	8,427 -380	-4%	-$23.7K	0.26%	98
2022 Q2	$550K	Sell	8,807 -25	-0.3%	-$1.7K	0.28%	94
2022 Q1	$650K	Hold	8,832	–	–	0.29%	90
2021 Q4	$695K	Sell	8,832 -120	-1%	-$9.5K	0.3%	85
2021 Q3	$698K	Sell	8,952 -345	-4%	-$27.6K	0.33%	83
2021 Q2	$733K	Hold	9,297	–	–	0.36%	75
2021 Q1	$705K	Sell	9,297 -310	-3%	-$23.3K	0.37%	75
2020 Q4	$701K	Buy	9,607 +4,691	+95%	+$321K	0.4%	73
2020 Q3	$313K	Sell	4,916 -999	-17%	-$63.9K	0.21%	97
2020 Q2	$360K	Buy	5,915 +224	+4%	+$13K	0.27%	82
2020 Q1	$304K	Hold	5,691	–	–	0.26%	87
2019 Q4	$395K	Hold	5,691	–	–	0.29%	82
2019 Q3	$371K	Hold	5,691	–	–	0.3%	78
2019 Q2	$374K	Hold	5,691	–	–	0.32%	74
2019 Q1	$369K	Hold	5,691	–	–	0.32%	75
2018 Q4	$335K	Hold	5,691	–	–	0.33%	68
2018 Q3	$387K	Sell	5,691 -200	-3%	-$13.5K	0.34%	69
2018 Q2	$395K	Sell	5,891 -280	-5%	-$19.6K	0.36%	67
2018 Q1	$430K	Buy	6,171 +671	+12%	+$47.8K	0.41%	62
2017 Q4	$387K	Sell	5,500 -100	-2%	-$6.95K	0.36%	67
2017 Q3	$383K	Hold	5,600	–	–	0.37%	64
2017 Q2	$365K	Sell	5,600 -275	-5%	-$17.8K	0.36%	69
2017 Q1	$366K	Hold	5,875	–	–	0.38%	67
2016 Q4	$339K	Buy	+5,875	New	+$339K	0.32%	76

Other funds holding EFA

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 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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Norway Savings Bank's EFA Position: Q2 2026 in Review

Norway Savings Bank reduced its iShares MSCI EAFE ETF (EFA) stake by 0.48% in Q2 2026, selling an estimated $2.57K and leaving 5,180 shares worth $538K. The position accounts for 0.23% of the portfolio, ranked #77.

Norway Savings Bank first reported a position in EFA in Q4 2016 and has held it in 39 quarters since. The position peaked at $733K in Q2 2021. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Norway Savings Bank held 5,180 shares of iShares MSCI EAFE ETF worth $538K as of Q2 2026.
Norway Savings Bank sold 25 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.57K.
iShares MSCI EAFE ETF made up 0.23% of Norway Savings Bank's portfolio in Q2 2026, its #77 holding.
Norway Savings Bank first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 39 quarters since.
Norway Savings Bank's iShares MSCI EAFE ETF position peaked at $733K in Q2 2021.
1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Norway Savings Bank's 13F filing for Q2 2026, filed 8 Jul 2026.