Pictet North America Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Pictet North America 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	–	Sell	-3,700	Closed	-$355K	–	156
2025 Q4	$355K	Buy	+3,700	New	+$351K	0.03%	131
2020 Q3	–	Sell	-13,331	Closed	-$811K	–	123
2020 Q2	$811K	Sell	13,331 -5,172	-28%	-$299K	0.12%	83
2020 Q1	$989K	Buy	18,503 +2,503	+16%	+$159K	0.17%	77
2019 Q4	$1.11M	Sell	16,000 -1,500	-9%	-$101K	0.14%	81
2019 Q3	$1.14M	Buy	17,500 +1,500	+9%	+$96.7K	0.16%	83
2019 Q2	$1.05M	Hold	16,000	–	–	0.15%	83
2019 Q1	$1.04M	Hold	16,000	–	–	0.16%	79
2018 Q4	$940K	Sell	16,000 -17,300	-52%	-$1.08M	0.09%	83
2018 Q3	$2.26M	Sell	33,300 -5,358	-14%	-$362K	0.3%	53
2018 Q2	$2.59M	Sell	38,658 -4,550	-11%	-$319K	0.39%	47
2018 Q1	$3.01M	Sell	43,208 -6,366	-13%	-$454K	0.45%	45
2017 Q4	$3.49M	Buy	49,574 +2,002	+4%	+$139K	0.54%	34
2017 Q3	$3.26M	Buy	47,572 +659	+1%	+$44.1K	0.52%	34
2017 Q2	$3.06M	Buy	46,913 +32	+0.1%	+$2.07K	0.51%	34
2017 Q1	$2.92M	Sell	46,881 -8,984	-16%	-$543K	0.49%	36
2016 Q4	$3.23M	Buy	55,865 +42,965	+333%	+$2.48M	0.71%	32
2016 Q3	$763K	Buy	12,900 +205	+2%	+$11.9K	0.18%	67
2016 Q2	$709K	Sell	12,695 -237,990	-95%	-$13.7M	0.17%	72
2016 Q1	$14.3M	Sell	250,685 -64	-0%	-$3.53K	3%	10
2015 Q4	$14.7M	Sell	250,749 -8,721	-3%	-$525K	3.44%	9
2015 Q3	$14.9M	Buy	259,470 +1,979	+0.8%	+$122K	4.13%	8
2015 Q2	$16.3M	Sell	257,491 -3,148	-1%	-$210K	5.84%	8
2015 Q1	$16.7M	Buy	260,639 +6,244	+2%	+$393K	3.18%	12
2014 Q4	$15.5M	Sell	254,395 -3,752	-1%	-$234K	3.13%	12
2014 Q3	$16.6M	Sell	258,147 -3,414	-1%	-$228K	3.89%	10
2014 Q2	$17.9M	Buy	261,561 +7,167	+3%	+$491K	4.61%	8
2014 Q1	$17.1M	Sell	254,394 -129,969	-34%	-$8.59M	4.66%	9
2013 Q4	$25.8M	Buy	+384,363	New	+$25.1M	5.78%	8

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

NMIMC

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

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

Pictet North America Advisors's EFA Position: Q1 2026 in Review

Pictet North America Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 3,700 shares — an estimated $355K sold.

Pictet North America Advisors first reported a position in EFA in Q4 2013 and held it in 28 quarters. The position peaked at $25.8M in Q4 2013. 2,212 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Pictet North America Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Pictet North America Advisors sold 3,700 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $355K.
Pictet North America Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2013 and held it in 28 quarters.
Pictet North America Advisors's iShares MSCI EAFE ETF position peaked at $25.8M in Q4 2013.
2,212 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Pictet North America Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.