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 Q2	$322K	Hold	3,100	–	–	﹤0.01%	1795
2026 Q1	$301K	Buy	+3,100	New	+$310K	﹤0.01%	1779

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

O'Shaughnessy Asset Management's EFA Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares MSCI EAFE ETF (EFA) stake by 12% in Q2 2026, selling an estimated $717K and leaving 53,605 shares worth $5.57M. The position accounts for 0.03% of the portfolio, ranked #523.

O'Shaughnessy Asset Management first reported a position in EFA in Q2 2016 and has held it in 28 quarters since. The position peaked at $47.7M in Q2 2016. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

O'Shaughnessy Asset Management held 53,605 shares of iShares MSCI EAFE ETF worth $5.57M as of Q2 2026.
O'Shaughnessy Asset Management sold 6,969 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $717K.
iShares MSCI EAFE ETF made up 0.03% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #523 holding.
O'Shaughnessy Asset Management first reported a position in iShares MSCI EAFE ETF in Q2 2016 and has held it in 28 quarters since.
O'Shaughnessy Asset Management's iShares MSCI EAFE ETF position peaked at $47.7M in Q2 2016.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.