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EFA icon

Nottingham Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Nottingham Advisors’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
2025
Q1 		– Sell
-3,659
Closed -$277K – 126
2024
Q4 		$277K Hold
3,659
– – 0.04% 114
2024
Q3 		$306K Buy
3,659
+159
+5% +$12.8K 0.03% 120
2024
Q2 		$274K Buy
3,500
+160
+5% +$12.7K 0.03% 135
2024
Q1 		$267K Sell
3,340
-400
-11% -$30.6K 0.03% 120
2023
Q4 		$282K Buy
3,740
+400
+12% +$28.3K 0.04% 116
2023
Q3 		$230K Hold
3,340
– – 0.04% 115
2023
Q2 		$242K Buy
3,340
+255
+8% +$18.5K 0.03% 120
2023
Q1 		$221K Buy
+3,085
New +$216K 0.03% 129
2022
Q2 		– Sell
-3,129
Closed -$230K – 132
2022
Q1 		$230K Hold
3,129
– – 0.03% 126
2021
Q4 		$246K Hold
3,129
– – 0.03% 129
2021
Q3 		$244K Buy
3,129
+30
+1% +$2.4K 0.02% 125
2021
Q2 		$244K Hold
3,099
– – 0.03% 130
2021
Q1 		$235K Buy
3,099
+170
+6% +$12.8K 0.03% 133
2020
Q4 		$214K Sell
2,929
-671
-19% -$45.9K 0.03% 133
2020
Q3 		$229K Sell
3,600
-130
-3% -$8.32K 0.03% 122
2020
Q2 		$234 Sell
3,730
-1,085
-23% -$62.7K 0.01% 107
2020
Q1 		$257K Sell
4,815
-230
-5% -$14.6K 0.04% 97
2019
Q4 		$350K Sell
5,045
-150
-3% -$10.1K 0.05% 85
2019
Q3 		$339K Sell
5,195
-504
-9% -$32.5K 0.04% 86
2019
Q2 		$375K Sell
5,699
-1,600
-22% -$105K 0.05% 82
2019
Q1 		$473K Sell
7,299
-1,385
-16% -$87.3K 0.07% 72
2018
Q4 		$590K Hold
8,684
– – 0.09% 63
2018
Q3 		$590K Sell
8,684
-820
-9% -$55.4K 0.09% 64
2018
Q2 		$662K Hold
9,504
– – 0.1% 59
2018
Q1 		$662K Sell
9,504
-2,493
-21% -$178K 0.11% 53
2017
Q4 		$844K Buy
11,997
+88
+0.7% +$6.12K 0.12% 54
2017
Q3 		$816K Buy
11,909
+1,215
+11% +$81.2K 0.12% 60
2017
Q2 		$697K Sell
10,694
-717
-6% -$46.4K 0.1% 63
2017
Q1 		$711K Buy
11,411
+457
+4% +$27.6K 0.11% 63
2016
Q4 		$632K Sell
10,954
-3,635
-25% -$210K 0.11% 63
2016
Q3 		$863K Sell
14,589
-905
-6% -$52.5K 0.15% 51
2016
Q2 		$865K Sell
15,494
-1,531
-9% -$88.1K 0.16% 47
2016
Q1 		$1M Hold
17,025
– – 0.19% 50
2015
Q4 		$1M Buy
17,025
+75
+0.4% +$4.52K 0.19% 50
2015
Q3 		$972K Hold
16,950
– – 0.18% 52
2015
Q2 		$1.08M Hold
16,950
– – 0.18% 54
2015
Q1 		$1.09M Sell
16,950
-600
-3% -$37.8K 0.18% 52
2014
Q4 		$1.07M Buy
17,550
+590
+3% +$36.8K 0.27% 48
2014
Q3 		$1.09M Buy
16,960
+275
+2% +$18.3K 0.38% 34
2014
Q2 		$1.14M Hold
16,685
– – 0.41% 33
2014
Q1 		$1.12M Sell
16,685
-290
-2% -$19.2K 0.43% 29
2013
Q4 		$1.14M Sell
16,975
-1,000
-6% -$65.3K 0.38% 32
2013
Q3 		$1.15M Sell
17,975
-69,913
-80% -$4.28M 0.42% 27
2013
Q2 		$5.04M Buy
+87,888
New +$5.31M 2.1% 16

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nottingham Advisors's EFA Position: Q1 2025 in Review

Nottingham Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2025, closing a stake of 3,659 shares — an estimated $277K sold.

Nottingham Advisors first reported a position in EFA in Q2 2013 and held it in 44 quarters. The position peaked at $5.04M in Q2 2013. 1,958 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • Nottingham Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Nottingham Advisors sold 3,659 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $277K.
  • Nottingham Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 44 quarters.
  • Nottingham Advisors's iShares MSCI EAFE ETF position peaked at $5.04M in Q2 2013.
  • 1,958 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Nottingham Advisors's 13F filing for Q1 2025, filed 7 May 2025.