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&Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

&Partners’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 		$26.8M Buy
275,517
+6,845
+3% +$685K 0.13% 143
2025
Q4 		$25.8M Buy
268,672
+81,862
+44% +$7.76M 0.14% 143
2025
Q3 		$17.5M Buy
186,810
+39,246
+27% +$3.57M 0.11% 171
2025
Q2 		$13.1M Buy
147,564
+6,048
+4% +$516K 0.1% 195
2025
Q1 		$11.7M Buy
141,516
+11,977
+9% +$965K 0.12% 159
2024
Q4 		$9.88M Buy
129,539
+58,569
+83% +$4.64M 0.12% 173
2024
Q3 		$5.94M Buy
70,970
+35,744
+101% +$2.88M 0.11% 182
2024
Q2 		$2.76M Buy
35,226
+19,870
+129% +$1.57M 0.12% 173
2024
Q1 		$1.23M Buy
15,356
+4,978
+48% +$381K 0.17% 122
2023
Q4 		$775K Buy
10,378
+4,938
+91% +$349K 0.19% 123
2023
Q3 		$375K Hold
5,440
– – 0.18% 106
2023
Q2 		$394K Buy
5,440
+4
+0.1% +$290 0.18% 102
2023
Q1 		$389K Buy
5,436
+233
+4% +$16.3K 0.19% 103
2022
Q4 		$342K Buy
+5,203
New +$326K 0.17% 110

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

&Partners's EFA Position: Q1 2026 in Review

&Partners increased its iShares MSCI EAFE ETF (EFA) stake by 2.5% in Q1 2026, buying an estimated $685K and bringing the position to 275,517 shares worth $26.8M. The position accounts for 0.13% of the portfolio, ranked #143.

&Partners first reported a position in EFA in Q4 2022 and has held it in 14 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • &Partners held 275,517 shares of iShares MSCI EAFE ETF worth $26.8M as of Q1 2026.
  • &Partners bought 6,845 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $685K.
  • iShares MSCI EAFE ETF made up 0.13% of &Partners's portfolio in Q1 2026, its #143 holding.
  • &Partners first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.