Perennial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Perennial Advisors’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	$247K	Buy	2,380 +25	+1%	+$2.57K	0.04%	123
2026 Q1	$229K	Buy	2,355 +20	+0.9%	+$2K	0.04%	114
2025 Q4	$224K	Buy	2,335 +130	+6%	+$12.3K	0.04%	120
2025 Q3	$206K	Buy	+2,205	New	+$200K	0.04%	122
2021 Q3	–	Sell	-1,371	Closed	-$108K	–	133
2021 Q2	$108K	Hold	1,371	–	–	0.03%	105
2021 Q1	$104K	Buy	1,371 +60	+5%	+$4.52K	0.03%	103
2020 Q4	$96K	Buy	+1,311	New	+$89.7K	0.03%	101
2020 Q3	–	Sell	-1,274	Closed	-$78K	–	117
2020 Q2	$78K	Buy	+1,274	New	+$73.7K	0.03%	105
2019 Q1	–	Sell	-1,791	Closed	-$105K	–	112
2018 Q4	$105K	Sell	1,791 -2,402	-57%	-$150K	0.07%	79
2018 Q3	$285K	Sell	4,193 -1,174	-22%	-$79.3K	0.16%	67
2018 Q2	$359K	Buy	5,367 +4,143	+338%	+$290K	0.22%	66
2018 Q1	$85K	Hold	1,224	–	–	0.05%	88
2017 Q4	$86K	Hold	1,224	–	–	0.05%	94
2017 Q3	$84K	Buy	1,224 +200	+20%	+$13.4K	0.06%	93
2017 Q2	$67K	Hold	1,024	–	–	0.05%	93
2017 Q1	$64K	Hold	1,024	–	–	0.05%	92
2016 Q4	$59K	Buy	+1,024	New	+$59.1K	0.05%	94

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Perennial Advisors's EFA Position: Q2 2026 in Review

Perennial Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 1.1% in Q2 2026, buying an estimated $2.57K and bringing the position to 2,380 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #123.

Perennial Advisors first reported a position in EFA in Q4 2016 and has held it in 17 quarters since. The position peaked at $359K in Q2 2018. 1,148 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Perennial Advisors held 2,380 shares of iShares MSCI EAFE ETF worth $247K as of Q2 2026.
Perennial Advisors bought 25 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.57K.
iShares MSCI EAFE ETF made up 0.04% of Perennial Advisors's portfolio in Q2 2026, its #123 holding.
Perennial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 17 quarters since.
Perennial Advisors's iShares MSCI EAFE ETF position peaked at $359K in Q2 2018.
1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.