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Proficio Capital Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Proficio Capital Partners’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 		$389K Buy
+4,006
New +$401K 0.02% 188
2020
Q1 		– Sell
-41,558
Closed -$2.89M – 170
2019
Q4 		$2.89M Hold
41,558
– – 0.83% 26
2019
Q3 		$2.71M Sell
41,558
-803
-2% -$51.7K 1.01% 24
2019
Q2 		$2.78M Sell
42,361
-1,445
-3% -$94.6K 0.95% 21
2019
Q1 		$2.84M Sell
43,806
-830
-2% -$52.3K 1.01% 23
2018
Q4 		$2.62M Buy
44,636
+170
+0.4% +$10.6K 1.17% 20
2018
Q3 		$3.02M Sell
44,466
-7,661
-15% -$517K 0.99% 18
2018
Q2 		$3.49M Sell
52,127
-4,161
-7% -$292K 1.43% 16
2018
Q1 		$3.92M Buy
56,288
+818
+1% +$58.3K 1.15% 14
2017
Q4 		$3.9M Buy
55,470
+365
+0.7% +$25.4K 1.26% 11
2017
Q3 		$3.77M Sell
55,105
-264
-0.5% -$17.6K 1.53% 8
2017
Q2 		$3.73M Buy
55,369
+615
+1% +$39.8K 1.55% 10
2017
Q1 		$3.63M Buy
+54,754
New +$3.31M 1.59% 12
2016
Q4 		– Sell
-82,317
Closed -$4.87M – 1130
2016
Q3 		$4.87M Buy
82,317
+14,485
+21% +$840K 2.81% 3
2016
Q2 		$3.89M Buy
67,832
+4,200
+7% +$242K 2.44% 5
2016
Q1 		$3.64M Hold
63,632
– – 3.04% 4
2015
Q4 		$3.74M Buy
+63,632
New +$3.83M 3.67% 3

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

Proficio Capital Partners's EFA Position: Q1 2026 in Review

Proficio Capital Partners opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2026: 4,006 shares worth $389K. The stake represents 0.02% of the portfolio and ranks #188 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in EFA as recently as Q4 2019.

Proficio Capital Partners first reported a position in EFA in Q4 2015 and has held it in 17 quarters since. The position peaked at $4.87M in Q3 2016. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Proficio Capital Partners held 4,006 shares of iShares MSCI EAFE ETF worth $389K as of Q1 2026.
  • iShares MSCI EAFE ETF was a new Proficio Capital Partners position in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.02% of Proficio Capital Partners's portfolio in Q1 2026, its #188 holding.
  • Proficio Capital Partners first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 17 quarters since.
  • Proficio Capital Partners's iShares MSCI EAFE ETF position peaked at $4.87M in Q3 2016.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.