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

Perennial Investment 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
Q1 		$3.68M Buy
37,907
+809
+2% +$80.9K 0.29% 67
2025
Q4 		$3.56M Buy
37,098
+15,798
+74% +$1.5M 0.28% 70
2025
Q3 		$1.99M Buy
21,300
+1,880
+10% +$171K 0.16% 111
2025
Q2 		$1.74M Sell
19,420
-902
-4% -$77K 0.17% 112
2025
Q1 		$1.66M Buy
20,322
+678
+3% +$54.6K 0.19% 101
2024
Q4 		$1.49M Buy
19,644
+23
+0.1% +$1.82K 0.17% 102
2024
Q3 		$1.64M Sell
19,621
-158
-0.8% -$12.7K 0.21% 82
2024
Q2 		$1.55M Buy
19,779
+750
+4% +$59.4K 0.22% 80
2024
Q1 		$1.52M Buy
19,029
+49
+0.3% +$3.75K 0.23% 77
2023
Q4 		$1.43M Buy
18,980
+5,258
+38% +$372K 0.24% 77
2023
Q3 		$946K Buy
13,722
+884
+7% +$63.3K 0.17% 103
2023
Q2 		$931K Buy
12,838
+2,437
+23% +$177K 0.16% 110
2023
Q1 		$744K Buy
10,401
+2,929
+39% +$205K 0.14% 127
2022
Q4 		$490K Buy
7,472
+2,122
+40% +$133K 0.2% 104
2022
Q3 		$300K Buy
+5,350
New +$333K 0.14% 131
2022
Q2 		– Sell
-2,728
Closed -$201K – 205
2022
Q1 		$201K Sell
2,728
-49
-2% -$3.67K 0.06% 208
2021
Q4 		$220K Buy
+2,777
New +$220K 0.07% 206
2021
Q2 		– Sell
-2,763
Closed -$210K – 220
2021
Q1 		$210K Sell
2,763
-50
-2% -$3.77K 0.08% 181
2020
Q4 		$205K Buy
+2,813
New +$192K 0.09% 160
2020
Q1 		– Sell
-3,033
Closed -$211K – 125
2019
Q4 		$211K Buy
+3,033
New +$205K 0.17% 121

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

Perennial Investment Advisors's EFA Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 2.2% in Q1 2026, buying an estimated $80.9K and bringing the position to 37,907 shares worth $3.68M. The position accounts for 0.29% of the portfolio, ranked #67.

Perennial Investment Advisors first reported a position in EFA in Q4 2019 and has held it in 20 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Perennial Investment Advisors held 37,907 shares of iShares MSCI EAFE ETF worth $3.68M as of Q1 2026.
  • Perennial Investment Advisors bought 809 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $80.9K.
  • iShares MSCI EAFE ETF made up 0.29% of Perennial Investment Advisors's portfolio in Q1 2026, its #67 holding.
  • Perennial Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 20 quarters since.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.