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Osborne Partners Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Osborne Partners Capital Management’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 		$986K Sell
9,493
-7,505
-44% -$772K 0.05% 133
2026
Q1 		$1.65M Buy
16,998
+43
+0.3% +$4.3K 0.09% 128
2025
Q4 		$1.63M Buy
16,955
+104
+0.6% +$9.86K 0.08% 127
2025
Q3 		$1.57M Hold
16,851
– – 0.08% 134
2025
Q2 		$1.51M Sell
16,851
-2,400
-12% -$205K 0.08% 138
2025
Q1 		$1.57M Sell
19,251
-1,150
-6% -$92.7K 0.09% 130
2024
Q4 		$1.54M Sell
20,401
-150
-0.7% -$11.9K 0.09% 132
2024
Q3 		$1.72M Buy
20,551
+677
+3% +$54.5K 0.1% 126
2024
Q2 		$1.56M Buy
19,874
+981
+5% +$77.7K 0.09% 127
2024
Q1 		$1.51M Sell
18,893
-1,457
-7% -$111K 0.09% 127
2023
Q4 		$1.53M Sell
20,350
-788
-4% -$55.7K 0.1% 125
2023
Q3 		$1.46M Sell
21,138
-2,450
-10% -$176K 0.11% 119
2023
Q2 		$1.71M Sell
23,588
-533
-2% -$38.7K 0.12% 120
2023
Q1 		$1.73M Sell
24,121
-617
-2% -$43.2K 0.13% 123
2022
Q4 		$1.62M Buy
24,738
+2,118
+9% +$133K 0.13% 123
2022
Q3 		$1.27M Hold
22,620
– – 0.11% 126
2022
Q2 		$1.41M Buy
22,620
+517
+2% +$35.2K 0.11% 127
2022
Q1 		$1.63M Sell
22,103
-7,914
-26% -$592K 0.12% 111
2021
Q4 		$2.36M Buy
30,017
+971
+3% +$76.9K 0.17% 102
2021
Q3 		$2.27M Sell
29,046
-1,520
-5% -$122K 0.18% 98
2021
Q2 		$2.41M Buy
30,566
+861
+3% +$68.4K 0.2% 100
2021
Q1 		$2.25M Buy
+29,705
New +$2.24M 0.21% 102

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Osborne Partners Capital Management's EFA Position: Q2 2026 in Review

Osborne Partners Capital Management reduced its iShares MSCI EAFE ETF (EFA) stake by 44% in Q2 2026, selling an estimated $772K and leaving 9,493 shares worth $986K. The position accounts for 0.05% of the portfolio, ranked #133.

Osborne Partners Capital Management first reported a position in EFA in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.41M in Q2 2021. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Osborne Partners Capital Management held 9,493 shares of iShares MSCI EAFE ETF worth $986K as of Q2 2026.
  • Osborne Partners Capital Management sold 7,505 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $772K.
  • iShares MSCI EAFE ETF made up 0.05% of Osborne Partners Capital Management's portfolio in Q2 2026, its #133 holding.
  • Osborne Partners Capital Management first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • Osborne Partners Capital Management's iShares MSCI EAFE ETF position peaked at $2.41M in Q2 2021.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.