Old Port Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Old Port 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
2026 Q1	–	Sell	-3,309	Closed	-$318K	–	244
2025 Q4	$318K	Buy	+3,309	New	+$314K	0.08%	184

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Old Port Advisors's EFA Position: Q1 2026 in Review

Old Port Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 3,309 shares — an estimated $318K sold.

Old Port Advisors first reported a position in EFA in Q4 2025 and held it in 1 quarter. The position peaked at $318K in Q4 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Old Port Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Old Port Advisors sold 3,309 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $318K.
Old Port Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2025 and held it in 1 quarter.
Old Port Advisors's iShares MSCI EAFE ETF position peaked at $318K in Q4 2025.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.