Rockbridge Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Rockbridge Investment Management’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	$414K	Sell	4,259 -645	-13%	-$64.5K	0.04%	105
2025 Q4	$471K	Buy	+4,904	New	+$465K	0.04%	92
2025 Q3	–	Sell	-2,933	Closed	-$262K	–	134
2025 Q2	$262K	Buy	+2,933	New	+$250K	0.03%	120
2024 Q1	–	Sell	-741	Closed	-$55.8K	–	265
2023 Q4	$55.8K	Buy	+741	New	+$52.4K	0.01%	229
2022 Q3	–	Sell	-541	Closed	-$33.8K	–	251
2022 Q2	$33.8K	Sell	541 -22,642	-98%	-$1.54M	0.01%	254
2022 Q1	$1.72M	Sell	23,183 -571	-2%	-$42.7K	0.26%	48
2021 Q4	$1.87M	Buy	23,754 +655	+3%	+$51.9K	0.28%	49
2021 Q3	$1.8M	Sell	23,099 -2,076	-8%	-$166K	0.3%	45
2021 Q2	$1.99M	Buy	25,175 +2,371	+10%	+$188K	0.34%	45
2021 Q1	$1.73M	Sell	22,804 -258	-1%	-$19.4K	0.33%	45
2020 Q4	$1.68M	Buy	23,062 +8,079	+54%	+$553K	0.34%	42
2020 Q3	$954K	Buy	14,983 +467	+3%	+$29.9K	0.23%	52
2020 Q2	$884K	Buy	+14,516	New	+$839K	0.23%	55

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockbridge Investment Management's EFA Position: Q1 2026 in Review

Rockbridge Investment Management reduced its iShares MSCI EAFE ETF (EFA) stake by 13% in Q1 2026, selling an estimated $64.5K and leaving 4,259 shares worth $414K. The position accounts for 0.04% of the portfolio, ranked #105.

Rockbridge Investment Management first reported a position in EFA in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.99M in Q2 2021. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Rockbridge Investment Management held 4,259 shares of iShares MSCI EAFE ETF worth $414K as of Q1 2026.
Rockbridge Investment Management sold 645 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $64.5K.
iShares MSCI EAFE ETF made up 0.04% of Rockbridge Investment Management's portfolio in Q1 2026, its #105 holding.
Rockbridge Investment Management first reported a position in iShares MSCI EAFE ETF in Q2 2020 and has held it in 13 quarters since.
Rockbridge Investment Management's iShares MSCI EAFE ETF position peaked at $1.99M in Q2 2021.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.