PCIG
EFA icon

Partners Capital Investment Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Partners Capital Investment Group’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 		$4.35M Sell
41,861
-28,663
-41% -$2.95M 0.15% 58
2026
Q1 		$6.85M Sell
70,524
-48,613
-41% -$4.86M 0.26% 44
2025
Q4 		$11.4M Sell
119,137
-11,614
-9% -$1.1M 0.43% 34
2025
Q3 		$12.2M Sell
130,751
-209,809
-62% -$19.1M 0.49% 33
2025
Q2 		$30.4M Buy
+340,560
New +$29.1M 1.22% 19
2022
Q1 		– Sell
-99,500
Closed -$7.83M – 121
2021
Q4 		$7.83M Hold
99,500
– – 0.36% 62
2021
Q3 		$7.76M Buy
+99,500
New +$7.96M 0.36% 60
2020
Q2 		– Sell
-17,540
Closed -$938K – 118
2020
Q1 		$938K Hold
17,540
– – 0.06% 75
2019
Q4 		$1.22M Sell
17,540
-30,655
-64% -$2.07M 0.09% 71
2019
Q3 		$3.14M Sell
48,195
-15,478
-24% -$997K 0.27% 58
2019
Q2 		$4.18M Buy
63,673
+22,124
+53% +$1.45M 0.42% 57
2019
Q1 		$2.69M Sell
41,549
-9,560
-19% -$602K 0.27% 57
2018
Q4 		$3M Sell
51,109
-60,835
-54% -$3.8M 0.36% 55
2018
Q3 		$7.61M Sell
111,944
-38,064
-25% -$2.57M 0.82% 24
2018
Q2 		$10M Sell
150,008
-35,158
-19% -$2.46M 1.29% 19
2018
Q1 		$12.9M Buy
185,166
+4,867
+3% +$347K 1.71% 18
2017
Q4 		$12.7M Sell
180,299
-72,963
-29% -$5.07M 2.05% 18
2017
Q3 		$17.3M Buy
253,262
+10,858
+4% +$726K 2.88% 17
2017
Q2 		$15.8M Sell
242,404
-75,687
-24% -$4.9M 3.03% 17
2017
Q1 		$19.8M Buy
318,091
+55,654
+21% +$3.36M 3.96% 10
2016
Q4 		$15.2M Buy
262,437
+43,097
+20% +$2.49M 3.48% 13
2016
Q3 		$13M Buy
219,340
+68,937
+46% +$4M 3.18% 15
2016
Q2 		$8.39M Buy
150,403
+40,203
+36% +$2.31M 2.34% 19
2016
Q1 		$6.3M Buy
110,200
+53,544
+95% +$2.95M 1.83% 20
2015
Q4 		$3.33M Buy
+56,656
New +$3.41M 1.12% 19

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

Partners Capital Investment Group's EFA Position: Q2 2026 in Review

Partners Capital Investment Group reduced its iShares MSCI EAFE ETF (EFA) stake by 41% in Q2 2026, selling an estimated $2.95M and leaving 41,861 shares worth $4.35M. The position accounts for 0.15% of the portfolio, ranked #58.

Partners Capital Investment Group first reported a position in EFA in Q4 2015 and has held it in 25 quarters since. The position peaked at $30.4M in Q2 2025. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Partners Capital Investment Group held 41,861 shares of iShares MSCI EAFE ETF worth $4.35M as of Q2 2026.
  • Partners Capital Investment Group sold 28,663 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.95M.
  • iShares MSCI EAFE ETF made up 0.15% of Partners Capital Investment Group's portfolio in Q2 2026, its #58 holding.
  • Partners Capital Investment Group first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 25 quarters since.
  • Partners Capital Investment Group's iShares MSCI EAFE ETF position peaked at $30.4M in Q2 2025.
  • 2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.