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Principal Securities’s iShares MSCI EAFE ETF EFA Stock Holding History

Principal Securities’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 		$5.1M Buy
49,107
+6,345
+15% +$653K 0.06% 283
2026
Q1 		$4.15M Buy
42,762
+21,223
+99% +$2.12M 0.06% 303
2025
Q4 		$2.07M Sell
21,539
-442
-2% -$41.9K 0.03% 466
2025
Q3 		$2.05M Sell
21,981
-1,158
-5% -$105K 0.03% 454
2025
Q2 		$2.07M Buy
23,139
+443
+2% +$37.8K 0.04% 402
2025
Q1 		$1.72M Buy
22,696
+752
+3% +$60.6K 0.04% 407
2024
Q4 		$1.66M Sell
21,944
-3,786
-15% -$300K 0.04% 415
2024
Q3 		$2.15M Sell
25,730
-366
-1% -$29.4K 0.05% 318
2024
Q2 		$2.04M Buy
26,096
+7,946
+44% +$629K 0.06% 297
2024
Q1 		$1.45M Buy
18,150
+433
+2% +$33.1K 0.05% 354
2023
Q4 		$1.33M Buy
+17,717
New +$1.25M 0.05% 337

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

Principal Securities's EFA Position: Q2 2026 in Review

Principal Securities increased its iShares MSCI EAFE ETF (EFA) stake by 15% in Q2 2026, buying an estimated $653K and bringing the position to 49,107 shares worth $5.1M. The position accounts for 0.06% of the portfolio, ranked #283.

Principal Securities first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Principal Securities held 49,107 shares of iShares MSCI EAFE ETF worth $5.1M as of Q2 2026.
  • Principal Securities bought 6,345 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $653K.
  • iShares MSCI EAFE ETF made up 0.06% of Principal Securities's portfolio in Q2 2026, its #283 holding.
  • Principal Securities first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.