PCP
EFA icon

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
Q2 		$347K Sell
3,343
-663
-17% -$68.2K 0.01% 447
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 $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

Proficio Capital Partners's EFA Position: Q2 2026 in Review

Proficio Capital Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 17% in Q2 2026, selling an estimated $68.2K and leaving 3,343 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #447.

Proficio Capital Partners first reported a position in EFA in Q4 2015 and has held it in 18 quarters since. The position peaked at $4.87M in Q3 2016. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Proficio Capital Partners held 3,343 shares of iShares MSCI EAFE ETF worth $347K as of Q2 2026.
  • Proficio Capital Partners sold 663 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $68.2K.
  • iShares MSCI EAFE ETF made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #447 holding.
  • Proficio Capital Partners first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 18 quarters since.
  • Proficio Capital Partners's iShares MSCI EAFE ETF position peaked at $4.87M in Q3 2016.
  • 2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.