Perigon Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Perigon Wealth 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 Q1	$14.2M	Buy	146,203 +1,751	+1%	+$175K	0.26%	81
2025 Q4	$13.9M	Buy	144,452 +201	+0.1%	+$19.1K	0.25%	80
2025 Q3	$13.5M	Buy	144,251 +3,656	+3%	+$332K	0.27%	73
2025 Q2	$12.6M	Buy	140,595 +2,777	+2%	+$237K	0.29%	69
2025 Q1	$11.3M	Sell	137,818 -9,590	-7%	-$773K	0.29%	73
2024 Q4	$11.3M	Sell	147,408 -7,257	-5%	-$575K	0.28%	79
2024 Q3	$12.9M	Buy	154,665 +10,092	+7%	+$812K	0.34%	62
2024 Q2	$11.3M	Buy	144,573 +5,342	+4%	+$423K	0.33%	66
2024 Q1	$11.1M	Buy	139,231 +44,100	+46%	+$3.37M	0.34%	64
2023 Q4	$7.17M	Sell	95,131 -1,354	-1%	-$95.7K	0.23%	92
2023 Q3	$6.65M	Buy	96,485 +3,782	+4%	+$271K	0.27%	85
2023 Q2	$6.72M	Buy	92,703 +36,151	+64%	+$2.63M	0.26%	90
2023 Q1	$4.04M	Buy	56,552 +1,681	+3%	+$118K	0.23%	100
2022 Q4	$3.6M	Buy	54,871 +2,230	+4%	+$140K	0.22%	103
2022 Q3	$2.95M	Sell	52,641 -7,489	-12%	-$467K	0.25%	85
2022 Q2	$3.76M	Buy	60,130 +5,674	+10%	+$386K	0.31%	74
2022 Q1	$4.01M	Sell	54,456 -429	-0.8%	-$32.1K	0.28%	77
2021 Q4	$4.32M	Sell	54,885 -3,011	-5%	-$238K	0.31%	72
2021 Q3	$4.52M	Buy	57,896 +2,206	+4%	+$176K	0.39%	50
2021 Q2	$4.39M	Sell	55,690 -2,950	-5%	-$234K	0.39%	52
2021 Q1	$4.45M	Sell	58,640 -3,106	-5%	-$234K	0.45%	42
2020 Q4	$4.5M	Sell	61,746 -339	-0.5%	-$23.2K	0.52%	36
2020 Q3	$3.95M	Sell	62,085 -2,586	-4%	-$165K	0.55%	38
2020 Q2	$3.94M	Sell	64,671 -3,548	-5%	-$205K	0.62%	36
2020 Q1	$3.79M	Buy	68,219 +8,220	+14%	+$522K	0.71%	36
2019 Q4	$4.17M	Buy	59,999 +5,449	+10%	+$368K	0.85%	29
2019 Q3	$3.6M	Sell	54,550 -12,289	-18%	-$792K	0.85%	30
2019 Q2	$4.39M	Buy	66,839 +3,007	+5%	+$197K	1.03%	26
2019 Q1	$4.22M	Buy	63,832 +4,471	+8%	+$282K	0.98%	25
2018 Q4	$3.69M	Buy	59,361 +4,575	+8%	+$286K	0.94%	30
2018 Q3	$3.73M	Buy	54,786 +4,107	+8%	+$277K	0.92%	30
2018 Q2	$3.39M	Buy	50,679 +3,942	+8%	+$276K	1.02%	27
2018 Q1	$3.26M	Buy	46,737 +4,419	+10%	+$315K	1.2%	23
2017 Q4	$2.98M	Buy	42,318 +2,995	+8%	+$208K	1.11%	29
2017 Q3	$2.69M	Sell	39,323 -58	-0.1%	-$3.88K	0.87%	32
2017 Q2	$2.57M	Buy	39,381 +2,740	+7%	+$177K	0.56%	51
2017 Q1	$2.28M	Buy	36,641 +800	+2%	+$48.4K	0.48%	63
2016 Q4	$2.18M	Buy	35,841 +14,418	+67%	+$831K	0.48%	67
2016 Q3	$1.27M	Sell	21,423 -150	-0.7%	-$8.7K	0.33%	88
2016 Q2	$1.2M	Buy	+21,573	New	+$1.24M	0.32%	90
2016 Q1	–	Sell	-24,556	Closed	-$1.44M	–	276
2015 Q4	$1.44M	Buy	24,556 +144	+0.6%	+$8.67K	0.4%	71
2015 Q3	$1.4M	Buy	24,412 +1,093	+5%	+$67.5K	0.42%	64
2015 Q2	$1.48M	Sell	23,319 -433	-2%	-$28.8K	0.39%	66
2015 Q1	$1.52M	Sell	23,752 -2,099	-8%	-$132K	0.42%	62
2014 Q4	$1.57M	Buy	25,851 +3,962	+18%	+$247K	0.47%	60
2014 Q3	$1.4M	Sell	21,889 -3,660	-14%	-$244K	0.42%	63
2014 Q2	$1.75M	Buy	25,549 +16,470	+181%	+$1.13M	0.5%	58
2014 Q1	$610K	Buy	9,079 +4,308	+90%	+$285K	0.34%	66
2013 Q4	$320K	Buy	+4,771	New	+$312K	0.18%	98

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Perigon Wealth Management's EFA Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 1.2% in Q1 2026, buying an estimated $175K and bringing the position to 146,203 shares worth $14.2M. The position accounts for 0.26% of the portfolio, ranked #81.

Perigon Wealth Management first reported a position in EFA in Q4 2013 and has held it in 49 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Perigon Wealth Management held 146,203 shares of iShares MSCI EAFE ETF worth $14.2M as of Q1 2026.
Perigon Wealth Management bought 1,751 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $175K.
iShares MSCI EAFE ETF made up 0.26% of Perigon Wealth Management's portfolio in Q1 2026, its #81 holding.
Perigon Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 49 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.