Peak Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Peak 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	$873K	Hold	8,405	–	–	0.13%	92
2026 Q1	$816K	Hold	8,405	–	–	0.14%	80
2025 Q4	$807K	Hold	8,405	–	–	0.14%	80
2025 Q3	$785K	Hold	8,405	–	–	0.14%	79
2025 Q2	$751K	Hold	8,405	–	–	0.14%	78
2025 Q1	$687K	Hold	8,405	–	–	0.13%	81
2024 Q4	$636K	Hold	8,405	–	–	0.12%	86
2024 Q3	$703K	Hold	8,405	–	–	0.13%	83
2024 Q2	$658K	Buy	8,405 +1,095	+15%	+$86.7K	0.13%	88
2024 Q1	$584K	Hold	7,310	–	–	0.12%	94
2023 Q4	$551K	Hold	7,310	–	–	0.12%	92
2023 Q3	$504K	Hold	7,310	–	–	0.12%	90
2023 Q2	$530K	Hold	7,310	–	–	0.12%	91
2023 Q1	$523K	Buy	+7,310	New	+$511K	0.13%	93
2022 Q1	–	Sell	-2,627	Closed	-$207K	–	138
2021 Q4	$207K	Sell	2,627 -112	-4%	-$8.87K	0.05%	134
2021 Q3	$214K	Sell	2,739 -33	-1%	-$2.64K	0.05%	130
2021 Q2	$219K	Hold	2,772	–	–	0.05%	131
2021 Q1	$210K	Hold	2,772	–	–	0.05%	144
2020 Q4	$202K	Buy	+2,772	New	+$190K	0.05%	139
2019 Q3	–	Sell	-17,677	Closed	-$1.16M	–	127
2019 Q2	$1.16M	Buy	17,677 +676	+4%	+$44.2K	0.38%	52
2019 Q1	$1.1M	Buy	+17,001	New	+$1.07M	0.38%	53
2018 Q4	–	Sell	-3,016	Closed	-$205K	–	131
2018 Q3	$205K	Buy	+3,016	New	+$204K	0.07%	123
2018 Q2	–	Sell	-2,872	Closed	-$200K	–	129
2018 Q1	$200K	Hold	2,872	–	–	0.07%	125
2017 Q4	$202K	Buy	+2,872	New	+$200K	0.07%	124

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

Peak Asset Management's EFA Position: Q2 2026 in Review

Peak Asset Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 8,405 shares worth $873K. The position accounts for 0.13% of the portfolio, ranked #92.

Peak Asset Management first reported a position in EFA in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.16M in Q2 2019. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Peak Asset Management held 8,405 shares of iShares MSCI EAFE ETF worth $873K as of Q2 2026.
Peak Asset Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.13% of Peak Asset Management's portfolio in Q2 2026, its #92 holding.
Peak Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 24 quarters since.
Peak Asset Management's iShares MSCI EAFE ETF position peaked at $1.16M in Q2 2019.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.