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Plimoth Trust’s iShares MSCI EAFE ETF EFA Stock Holding History

Plimoth Trust’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 		$791K Buy
8,139
+4,123
+103% +$413K 0.18% 98
2025
Q4 		$386K Hold
4,016
– – 0.09% 133
2025
Q3 		$375K Hold
4,016
– – 0.08% 136
2025
Q2 		$359K Buy
+4,016
New +$343K 0.09% 142
2022
Q3 		– Sell
-3,673
Closed -$230K – 157
2022
Q2 		$230K Hold
3,673
– – 0.07% 156
2022
Q1 		$270K Sell
3,673
-360
-9% -$26.9K 0.07% 154
2021
Q4 		$317K Sell
4,033
-230
-5% -$18.2K 0.08% 148
2021
Q3 		$333K Sell
4,263
-10
-0.2% -$800 0.09% 143
2021
Q2 		$337K Sell
4,273
-96
-2% -$7.63K 0.09% 144
2021
Q1 		$331K Sell
4,369
-335
-7% -$25.2K 0.1% 143
2020
Q4 		$343K Sell
4,704
-206
-4% -$14.1K 0.11% 135
2020
Q3 		$312K Sell
4,910
-395
-7% -$25.3K 0.1% 140
2020
Q2 		$323K Sell
5,305
-1,364
-20% -$78.9K 0.11% 140
2020
Q1 		$356K Sell
6,669
-318
-5% -$20.2K 0.15% 134
2019
Q4 		$485K Sell
6,987
-100
-1% -$6.75K 0.16% 141
2019
Q3 		$462K Hold
7,087
– – 0.15% 145
2019
Q2 		$466K Sell
7,087
-25
-0.4% -$1.64K 0.15% 141
2019
Q1 		$461K Sell
7,112
-198
-3% -$12.5K 0.15% 139
2018
Q4 		$430K Buy
7,310
+200
+3% +$12.5K 0.16% 143
2018
Q3 		$484K Buy
7,110
+150
+2% +$10.1K 0.16% 144
2018
Q2 		$466K Sell
6,960
-1,350
-16% -$94.7K 0.16% 140
2018
Q1 		$579K Buy
8,310
+1,290
+18% +$92K 0.2% 128
2017
Q4 		$493K Buy
+7,020
New +$488K 0.18% 131

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Plimoth Trust's EFA Position: Q1 2026 in Review

Plimoth Trust increased its iShares MSCI EAFE ETF (EFA) stake by 103% in Q1 2026, buying an estimated $413K and bringing the position to 8,139 shares worth $791K. The position accounts for 0.18% of the portfolio, ranked #98.

Plimoth Trust first reported a position in EFA in Q4 2017 and has held it in 23 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Plimoth Trust held 8,139 shares of iShares MSCI EAFE ETF worth $791K as of Q1 2026.
  • Plimoth Trust bought 4,123 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $413K.
  • iShares MSCI EAFE ETF made up 0.18% of Plimoth Trust's portfolio in Q1 2026, its #98 holding.
  • Plimoth Trust first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 23 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Plimoth Trust's 13F filing for Q1 2026, filed 27 Apr 2026.