Pettyjohn Wood & White’s iShares MSCI EAFE ETF EFA Stock Holding History

Pettyjohn Wood & White’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	$4.26M	Buy	43,849 +1,300	+3%	+$130K	0.68%	43
2025 Q4	$4.09M	Buy	42,549 +1,000	+2%	+$94.8K	0.64%	43
2025 Q3	$3.88M	Buy	41,549 +400	+1%	+$36.4K	0.64%	42
2025 Q2	$3.68M	Buy	41,149 +3,070	+8%	+$262K	0.66%	41
2025 Q1	$3.11M	Hold	38,079	–	–	0.6%	45
2024 Q4	$2.88M	Hold	38,079	–	–	0.53%	49
2024 Q3	$3.18M	Buy	38,079 +714	+2%	+$57.5K	0.59%	45
2024 Q2	$2.93M	Buy	37,365 +1,094	+3%	+$86.7K	0.57%	46
2024 Q1	$2.9M	Hold	36,271	–	–	0.58%	45
2023 Q4	$2.73M	Sell	36,271 -725	-2%	-$51.2K	0.59%	44
2023 Q3	$2.55M	Sell	36,996 -25	-0.1%	-$1.79K	0.6%	45
2023 Q2	$2.68M	Buy	37,021 +925	+3%	+$67.2K	0.62%	46
2023 Q1	$2.58M	Buy	36,096 +10	+0%	+$699	0.63%	46
2022 Q4	$2.37M	Sell	36,086 -170	-0.5%	-$10.7K	0.59%	47
2022 Q3	$2.03M	Buy	36,256 +25	+0.1%	+$1.56K	0.54%	53
2022 Q2	$2.26M	Buy	+36,231	New	+$2.47M	0.54%	54
2021 Q4	–	Sell	-2,831	Closed	-$221K	–	161
2021 Q3	$221K	Hold	2,831	–	–	0.05%	154
2021 Q2	$223K	Hold	2,831	–	–	0.05%	152
2021 Q1	$215K	Sell	2,831 -100	-3%	-$7.53K	0.05%	151
2020 Q4	$214K	Sell	2,931 -250	-8%	-$17.1K	0.05%	144
2020 Q3	$202K	Sell	3,181 -300	-9%	-$19.2K	0.06%	139
2020 Q2	$212K	Buy	+3,481	New	+$201K	0.07%	133
2020 Q1	–	Sell	-3,741	Closed	-$260K	–	135
2019 Q4	$260K	Sell	3,741 -365	-9%	-$24.7K	0.07%	134
2019 Q3	$268K	Sell	4,106 -680	-14%	-$43.8K	0.08%	129
2019 Q2	$315K	Buy	4,786 +550	+13%	+$36K	0.1%	120
2019 Q1	$275K	Buy	4,236 +75	+2%	+$4.72K	0.09%	125
2018 Q4	$245K	Sell	4,161 -75	-2%	-$4.68K	0.09%	126
2018 Q3	$288K	Hold	4,236	–	–	0.09%	125
2018 Q2	$284K	Sell	4,236 -23	-0.5%	-$1.61K	0.1%	123
2018 Q1	$297K	Hold	4,259	–	–	0.11%	120
2017 Q4	$299K	Buy	4,259 +523	+14%	+$36.4K	0.11%	117
2017 Q3	$256K	Buy	3,736 +400	+12%	+$26.7K	0.09%	121
2017 Q2	$218K	Sell	3,336 -200	-6%	-$12.9K	0.08%	134
2017 Q1	$220K	Sell	3,536 -148	-4%	-$8.95K	0.08%	130
2016 Q4	$213K	Hold	3,684	–	–	0.08%	127
2016 Q3	$218K	Sell	3,684 -3,203	-47%	-$186K	0.1%	114
2016 Q2	$384K	Buy	6,887 +259	+4%	+$14.9K	0.15%	97
2016 Q1	$379K	Buy	6,628 +20	+0.3%	+$1.1K	0.15%	94
2015 Q4	$388K	Sell	6,608 -185	-3%	-$11.1K	0.16%	95
2015 Q3	$389K	Buy	6,793 +160	+2%	+$9.88K	0.18%	89
2015 Q2	$421K	Sell	6,633 -1,100	-14%	-$73.2K	0.18%	91
2015 Q1	$496K	Sell	7,733 -60	-0.8%	-$3.78K	0.21%	90
2014 Q4	$474K	Buy	7,793 +1,050	+16%	+$65.5K	0.2%	89
2014 Q3	$432K	Sell	6,743 -130	-2%	-$8.67K	0.19%	92
2014 Q2	$470K	Sell	6,873 -1,360	-17%	-$93.2K	0.21%	89
2014 Q1	$553K	Buy	+8,233	New	+$544K	0.25%	87

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

Pettyjohn Wood & White's EFA Position: Q1 2026 in Review

Pettyjohn Wood & White increased its iShares MSCI EAFE ETF (EFA) stake by 3.1% in Q1 2026, buying an estimated $130K and bringing the position to 43,849 shares worth $4.26M. The position accounts for 0.68% of the portfolio, ranked #43.

Pettyjohn Wood & White first reported a position in EFA in Q1 2014 and has held it in 46 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Pettyjohn Wood & White held 43,849 shares of iShares MSCI EAFE ETF worth $4.26M as of Q1 2026.
Pettyjohn Wood & White bought 1,300 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $130K.
iShares MSCI EAFE ETF made up 0.68% of Pettyjohn Wood & White's portfolio in Q1 2026, its #43 holding.
Pettyjohn Wood & White first reported a position in iShares MSCI EAFE ETF in Q1 2014 and has held it in 46 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.