Phocas Financial Corp’s iShares MSCI EAFE ETF EFA Stock Holding History

Phocas Financial Corp’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	$366K	Hold	3,520	–	–	0.05%	139
2026 Q1	$342K	Hold	3,520	–	–	0.05%	140
2025 Q4	$338K	Hold	3,520	–	–	0.04%	135
2025 Q3	$329K	Hold	3,520	–	–	0.04%	135
2025 Q2	$315K	Hold	3,520	–	–	0.05%	129
2025 Q1	$288K	Sell	3,520 -240	-6%	-$19.3K	0.04%	133
2024 Q4	$284K	Buy	+3,760	New	+$298K	0.04%	140
2023 Q4	$283K	Sell	3,760 -2,280	-38%	-$161K	0.04%	155
2023 Q3	$416K	Sell	6,040 -1,015	-14%	-$72.7K	0.06%	159
2023 Q2	$511K	Sell	7,055 -15	-0.2%	-$1.09K	0.07%	161
2023 Q1	$506K	Hold	7,070	–	–	0.07%	162
2022 Q4	$464K	Sell	7,070 -4,775	-40%	-$299K	0.07%	160
2022 Q3	$663K	Hold	11,845	–	–	0.1%	155
2022 Q2	$740K	Sell	11,845 -450	-4%	-$30.6K	0.11%	147
2022 Q1	$905K	Sell	12,295 -10	-0.1%	-$748	0.11%	147
2021 Q4	$968K	Hold	12,305	–	–	0.12%	139
2021 Q3	$960K	Sell	12,305 -225	-2%	-$18K	0.12%	145
2021 Q2	$988K	Hold	12,530	–	–	0.12%	147
2021 Q1	$951K	Buy	+12,530	New	+$943K	0.13%	140
2020 Q4	–	Hold	0	–	–	–	133
2020 Q3	–	Hold	0	–	–	–	146
2020 Q2	–	Hold	0	–	–	–	140
2020 Q1	–	Hold	0	–	–	–	139
2019 Q4	–	Hold	0	–	–	–	134
2019 Q3	–	Hold	0	–	–	–	132
2019 Q2	–	Hold	0	–	–	–	125
2019 Q1	–	Hold	0	–	–	–	128
2018 Q4	–	Hold	0	–	–	–	133

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Phocas Financial Corp's EFA Position: Q2 2026 in Review

Phocas Financial Corp held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 3,520 shares worth $366K. The position accounts for 0.05% of the portfolio, ranked #139.

Phocas Financial Corp first reported a position in EFA in Q1 2021 and has held it in 19 quarters since. The position peaked at $988K in Q2 2021. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Phocas Financial Corp held 3,520 shares of iShares MSCI EAFE ETF worth $366K as of Q2 2026.
Phocas Financial Corp left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.05% of Phocas Financial Corp's portfolio in Q2 2026, its #139 holding.
Phocas Financial Corp first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 19 quarters since.
Phocas Financial Corp's iShares MSCI EAFE ETF position peaked at $988K in Q2 2021.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Phocas Financial Corp's 13F filing for Q2 2026, filed 31 Jul 2026.