O'Shaughnessy Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

O'Shaughnessy Asset 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 Q1	$301K	Buy	+3,100	New	+$310K	﹤0.01%	1779

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

O'Shaughnessy Asset Management's EFA Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its iShares MSCI EAFE ETF (EFA) stake by 18% in Q1 2026, buying an estimated $923K and bringing the position to 60,574 shares worth $5.88M. The position accounts for 0.03% of the portfolio, ranked #482.

O'Shaughnessy Asset Management first reported a position in EFA in Q2 2016 and has held it in 27 quarters since. The position peaked at $47.7M in Q2 2016. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

O'Shaughnessy Asset Management held 60,574 shares of iShares MSCI EAFE ETF worth $5.88M as of Q1 2026.
O'Shaughnessy Asset Management bought 9,230 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $923K.
iShares MSCI EAFE ETF made up 0.03% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #482 holding.
O'Shaughnessy Asset Management first reported a position in iShares MSCI EAFE ETF in Q2 2016 and has held it in 27 quarters since.
O'Shaughnessy Asset Management's iShares MSCI EAFE ETF position peaked at $47.7M in Q2 2016.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.