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Plante Moran Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Plante Moran Financial 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
Q2 		$1.86M Buy
17,883
+1,550
+9% +$159K 0.09% 25
2026
Q1 		$1.59M Sell
16,333
-418
-2% -$41.8K 0.1% 26
2025
Q4 		$1.61M Buy
16,751
+575
+4% +$54.5K 0.1% 27
2025
Q3 		$1.51M Sell
16,176
-314
-2% -$28.5K 0.09% 31
2025
Q2 		$1.47M Buy
16,490
+1,308
+9% +$112K 0.1% 33
2025
Q1 		$1.24M Sell
15,182
-1,487
-9% -$120K 0.11% 33
2024
Q4 		$1.26M Sell
16,669
-231
-1% -$18.3K 0.1% 37
2024
Q3 		$1.41M Sell
16,900
-1,868
-10% -$150K 0.12% 35
2024
Q2 		$1.47M Sell
18,768
-3,982
-18% -$315K 0.15% 38
2024
Q1 		$1.82M Sell
22,750
-267
-1% -$20.4K 0.2% 33
2023
Q4 		$1.73M Buy
23,017
+10,205
+80% +$721K 0.18% 34
2023
Q3 		$883K Sell
12,812
-2,461
-16% -$176K 0.11% 45
2023
Q2 		$1.11M Sell
15,273
-307
-2% -$22.3K 0.13% 42
2023
Q1 		$1.11M Buy
15,580
+266
+2% +$18.6K 0.15% 40
2022
Q4 		$1.01M Sell
15,314
-455
-3% -$28.5K 0.15% 46
2022
Q3 		$884K Buy
15,769
+455
+3% +$28.4K 0.15% 47
2022
Q2 		$957K Sell
15,314
-5,354
-26% -$364K 0.16% 46
2022
Q1 		$1.52M Buy
20,668
+2,493
+14% +$186K 0.28% 34
2021
Q4 		$1.43M Buy
18,175
+536
+3% +$42.5K 0.23% 37
2021
Q3 		$1.38M Buy
17,639
+1,907
+12% +$153K 0.31% 36
2021
Q2 		$1.24M Buy
15,732
+17
+0.1% +$1.35K 0.3% 39
2021
Q1 		$1.19M Buy
15,715
+4,400
+39% +$331K 0.33% 41
2020
Q4 		$826K Buy
11,315
+198
+2% +$13.5K 0.26% 52
2020
Q3 		$708K Sell
11,117
-67
-0.6% -$4.29K 0.25% 55
2020
Q2 		$681K Sell
11,184
-791
-7% -$45.7K 0.27% 50
2020
Q1 		$640K Sell
11,975
-3,248
-21% -$206K 0.29% 49
2019
Q4 		$1.06M Sell
15,223
-7,170
-32% -$484K 0.37% 42
2019
Q3 		$1.46M Buy
22,393
+7,683
+52% +$495K 0.43% 31
2019
Q2 		$967K Buy
14,710
+5,873
+66% +$384K 0.3% 49
2019
Q1 		$573K Sell
8,837
-15,909
-64% -$1M 0.18% 71
2018
Q4 		$1.46M Buy
24,746
+17,118
+224% +$1.07M 0.51% 26
2018
Q3 		$519K Buy
7,628
+387
+5% +$26.1K 0.17% 73
2018
Q2 		$485K Sell
7,241
-1,667
-19% -$117K 0.25% 73
2018
Q1 		$621K Buy
8,908
+278
+3% +$19.8K 0.34% 62
2017
Q4 		$607K Sell
8,630
-538
-6% -$37.4K 0.34% 58
2017
Q3 		$628K Buy
9,168
+624
+7% +$41.7K 0.37% 59
2017
Q2 		$557K Buy
8,544
+551
+7% +$35.7K 0.35% 62
2017
Q1 		$498K Sell
7,993
-311
-4% -$18.8K 0.3% 72
2016
Q4 		$479K Sell
8,304
-258
-3% -$14.9K 0.3% 68
2016
Q3 		$506K Buy
8,562
+1,776
+26% +$103K 0.34% 62
2016
Q2 		$379K Sell
6,786
-509
-7% -$29.3K 0.27% 75
2016
Q1 		$417K Sell
7,295
-24,995
-77% -$1.38M 0.32% 68
2015
Q4 		$1.9M Buy
32,290
+4,232
+15% +$255K 1.42% 11
2015
Q3 		$1.61M Buy
28,058
+13,064
+87% +$807K 1.27% 15
2015
Q2 		$952K Buy
14,994
+9
+0.1% +$599 0.68% 34
2015
Q1 		$962K Buy
14,985
+1,455
+11% +$91.6K 0.67% 35
2014
Q4 		$823K Buy
13,530
+1,584
+13% +$98.9K 0.61% 35
2014
Q3 		$766K Buy
11,946
+902
+8% +$60.2K 0.67% 33
2014
Q2 		$755K Sell
11,044
-428
-4% -$29.3K 0.68% 33
2014
Q1 		$771K Buy
11,472
+845
+8% +$55.8K 0.84% 29
2013
Q4 		$713K Sell
10,627
-2,240
-17% -$146K 0.4% 35
2013
Q3 		$821K Buy
12,867
+9,224
+253% +$565K 0.5% 25
2013
Q2 		$209K Buy
+3,643
New +$220K 0.15% 63

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Plante Moran Financial Advisors's EFA Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 9.5% in Q2 2026, buying an estimated $159K and bringing the position to 17,883 shares worth $1.86M. The position accounts for 0.09% of the portfolio, ranked #25.

Plante Moran Financial Advisors first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.9M in Q4 2015. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Plante Moran Financial Advisors held 17,883 shares of iShares MSCI EAFE ETF worth $1.86M as of Q2 2026.
  • Plante Moran Financial Advisors bought 1,550 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $159K.
  • iShares MSCI EAFE ETF made up 0.09% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • Plante Moran Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • Plante Moran Financial Advisors's iShares MSCI EAFE ETF position peaked at $1.9M in Q4 2015.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.