Principal Financial Group
EFA icon

Principal Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Principal Financial Group’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 		$53.1M Sell
546,266
-7,900
-1% -$790K 0.03% 470
2025
Q4 		$53.2M Buy
554,166
+191,354
+53% +$18.1M 0.03% 448
2025
Q3 		$33.9M Buy
362,812
+205,537
+131% +$18.7M 0.02% 610
2025
Q2 		$14.1M Sell
157,275
-254,176
-62% -$21.7M 0.01% 1064
2025
Q1 		$33.6M Buy
411,451
+210,000
+104% +$16.9M 0.02% 565
2024
Q4 		$15.2M Sell
201,451
-134,900
-40% -$10.7M 0.01% 1037
2024
Q3 		$28.1M Sell
336,351
-8,000
-2% -$644K 0.02% 668
2024
Q2 		$27M Buy
344,351
+247,000
+254% +$19.6M 0.02% 701
2024
Q1 		$7.77M Buy
97,351
+10,900
+13% +$834K ﹤0.01% 1419
2023
Q4 		$6.51M Sell
86,451
-369,900
-81% -$26.1M ﹤0.01% 1471
2023
Q3 		$31.5M Sell
456,351
-60,000
-12% -$4.3M 0.02% 560
2023
Q2 		$37.4M Buy
516,351
+68,300
+15% +$4.96M 0.03% 527
2023
Q1 		$32M Buy
448,051
+95,400
+27% +$6.67M 0.02% 594
2022
Q4 		$23.1M Sell
352,651
-4,094
-1% -$256K 0.02% 726
2022
Q3 		$20M Buy
356,745
+28,451
+9% +$1.77M 0.02% 776
2022
Q2 		$20.5M Sell
328,294
-187,900
-36% -$12.8M 0.02% 798
2022
Q1 		$38M Buy
516,194
+32,600
+7% +$2.44M 0.02% 555
2021
Q4 		$38M Buy
483,594
+140,215
+41% +$11.1M 0.02% 563
2021
Q3 		$26.8M Buy
343,379
+879
+0.3% +$70.3K 0.02% 719
2021
Q2 		$27M Buy
342,500
+142,900
+72% +$11.4M 0.02% 739
2021
Q1 		$15.1M Sell
199,600
-93,200
-32% -$7.02M 0.01% 1145
2020
Q4 		$21.4M Buy
292,800
+236,400
+419% +$16.2M 0.02% 727
2020
Q3 		$3.59M Buy
+56,400
New +$3.61M ﹤0.01% 1580
2020
Q2 		– Sell
-575,100
Closed -$30.7M – 2332
2020
Q1 		$30.7M Buy
575,100
+563,200
+4,733% +$35.7M 0.03% 415
2019
Q4 		$826K Sell
11,900
-76,903
-87% -$5.19M ﹤0.01% 1862
2019
Q3 		$5.79M Sell
88,803
-79,700
-47% -$5.14M 0.01% 1453
2019
Q2 		$11.1M Sell
168,503
-96,100
-36% -$6.29M 0.01% 1165
2019
Q1 		$17.2M Buy
264,603
+41,700
+19% +$2.63M 0.02% 892
2018
Q4 		$13.1M Sell
222,903
-188,300
-46% -$11.8M 0.01% 987
2018
Q3 		$28M Sell
411,203
-104,900
-20% -$7.08M 0.02% 644
2018
Q2 		$34.6M Buy
516,103
+65,200
+14% +$4.57M 0.03% 523
2018
Q1 		$31.4M Buy
450,903
+289,274
+179% +$20.6M 0.03% 552
2017
Q4 		$11.4M Buy
161,629
+62,051
+62% +$4.31M 0.01% 1193
2017
Q3 		$6.82M Sell
99,578
-322,900
-76% -$21.6M 0.01% 1446
2017
Q2 		$27.5M Buy
422,478
+222,219
+111% +$14.4M 0.03% 606
2017
Q1 		$12.5M Sell
200,259
-54,300
-21% -$3.28M 0.02% 1056
2016
Q4 		$14.7M Sell
254,559
-104,500
-29% -$6.03M 0.02% 910
2016
Q3 		$21.2M Buy
359,059
+107,233
+43% +$6.22M 0.03% 618
2016
Q2 		$14.1M Sell
251,826
-157,648
-39% -$9.07M 0.02% 828
2016
Q1 		$23.4M Sell
409,474
-50,321
-11% -$2.77M 0.03% 508
2015
Q4 		$27M Sell
459,795
-41,314
-8% -$2.49M 0.04% 436
2015
Q3 		$28.7M Buy
501,109
+33,790
+7% +$2.09M 0.05% 408
2015
Q2 		$29.7M Buy
467,319
+220,920
+90% +$14.7M 0.04% 412
2015
Q1 		$15.8M Buy
246,399
+195,650
+386% +$12.3M 0.02% 676
2014
Q4 		$3.09M Sell
50,749
-390,746
-89% -$24.4M ﹤0.01% 1579
2014
Q3 		$28.3M Buy
441,495
+110,688
+33% +$7.38M 0.05% 378
2014
Q2 		$22.6M Buy
330,807
+165,100
+100% +$11.3M 0.04% 461
2014
Q1 		$11.1M Sell
165,707
-266,432
-62% -$17.6M 0.02% 855
2013
Q4 		$29M Buy
432,139
+184,670
+75% +$12.1M 0.05% 373
2013
Q3 		$15.8M Buy
247,469
+63,296
+34% +$3.88M 0.03% 571
2013
Q2 		$10.6M Buy
+184,173
New +$11.1M 0.02% 732

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

Principal Financial Group's EFA Position: Q1 2026 in Review

Principal Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 1.4% in Q1 2026, selling an estimated $790K and leaving 546,266 shares worth $53.1M. The position accounts for 0.03% of the portfolio, ranked #470.

Principal Financial Group first reported a position in EFA in Q2 2013 and has held it in 51 quarters since. The position peaked at $53.2M in Q4 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Principal Financial Group held 546,266 shares of iShares MSCI EAFE ETF worth $53.1M as of Q1 2026.
  • Principal Financial Group sold 7,900 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $790K.
  • iShares MSCI EAFE ETF made up 0.03% of Principal Financial Group's portfolio in Q1 2026, its #470 holding.
  • Principal Financial Group first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 51 quarters since.
  • Principal Financial Group's iShares MSCI EAFE ETF position peaked at $53.2M in Q4 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.