Permanent Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Permanent Capital 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	$680K	Buy	6,648 +2,223	+50%	+$222K	0.11%	70
2025 Q4	$425K	Sell	4,425 -127	-3%	-$12K	0.08%	89
2025 Q3	$425K	Buy	+4,552	New	+$414K	0.08%	89
2024 Q2	$214K	Buy	+2,390	New	+$189K	0.04%	133

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 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

Permanent Capital Management's EFA Position: Q1 2026 in Review

Permanent Capital Management increased its iShares MSCI EAFE ETF (EFA) stake by 50% in Q1 2026, buying an estimated $222K and bringing the position to 6,648 shares worth $680K. The position accounts for 0.11% of the portfolio, ranked #70.

Permanent Capital Management first reported a position in EFA in Q2 2024 and has held it in 4 quarters since. 2,204 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Permanent Capital Management held 6,648 shares of iShares MSCI EAFE ETF worth $680K as of Q1 2026.
Permanent Capital Management bought 2,223 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $222K.
iShares MSCI EAFE ETF made up 0.11% of Permanent Capital Management's portfolio in Q1 2026, its #70 holding.
Permanent Capital Management first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 4 quarters since.
2,204 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.