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Salomon & Ludwin’s iShares MSCI EAFE ETF EFA Stock Holding History

Salomon & Ludwin’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 		$21.3M Sell
206,707
-5,019
-2% -$516K 1.75% 15
2026
Q1 		$20.7M Sell
211,726
-15,440
-7% -$1.54M 1.85% 15
2025
Q4 		$21.6M Sell
227,166
-3,456
-1% -$328K 1.91% 15
2025
Q3 		$21.9M Sell
230,622
-12,234
-5% -$1.11M 1.97% 14
2025
Q2 		$21.7M Sell
242,856
-2,967
-1% -$253K 2.15% 15
2025
Q1 		$20.1M Sell
245,823
-9,373
-4% -$755K 2.14% 15
2024
Q4 		$19.3M Sell
255,196
-7,001
-3% -$554K 2.04% 15
2024
Q3 		$21.9M Sell
262,197
-24,037
-8% -$1.93M 2.24% 14
2024
Q2 		$22.4M Sell
286,234
-118,045
-29% -$9.35M 2.5% 11
2024
Q1 		$32.4M Buy
404,279
+14,008
+4% +$1.07M 2.79% 8
2023
Q4 		$26.9M Hold
390,271
– – 2.81% 8
2023
Q3 		$26.9M Buy
390,271
+16,776
+4% +$1.2M 2.81% 8
2023
Q2 		$27.1M Buy
373,495
+20,461
+6% +$1.49M 2.88% 8
2023
Q1 		$25.2M Buy
353,034
+18,184
+5% +$1.27M 3.01% 8
2022
Q4 		$22M Buy
334,850
+15,976
+5% +$1M 2.79% 9
2022
Q3 		$17.9M Buy
318,874
+41,599
+15% +$2.59M 2.68% 9
2022
Q2 		$17.3M Buy
277,275
+19,544
+8% +$1.33M 2.68% 9
2022
Q1 		$19M Buy
257,731
+9,291
+4% +$695K 2.75% 11
2021
Q4 		$19.5M Buy
248,440
+14,007
+6% +$1.11M 2.77% 11
2021
Q3 		$18.3M Buy
234,433
+16,254
+7% +$1.3M 2.84% 11
2021
Q2 		$17.2M Buy
218,179
+4,419
+2% +$351K 2.7% 12
2021
Q1 		$16.2M Buy
213,760
+2,399
+1% +$181K 2.75% 12
2020
Q4 		$15.4M Sell
211,361
-8,112
-4% -$555K 2.86% 11
2020
Q3 		$14M Sell
219,473
-7,707
-3% -$493K 2.91% 10
2020
Q2 		$13.8M Sell
227,180
-9,417
-4% -$544K 2.98% 10
2020
Q1 		$12.6M Sell
236,597
-329,823
-58% -$20.9M 3.25% 9
2019
Q4 		$39.3M Sell
566,420
-24,770
-4% -$1.67M 7.81% 3
2019
Q3 		$38.6M Sell
591,190
-13,473
-2% -$868K 7.8% 3
2019
Q2 		$39.7M Sell
604,663
-35,441
-6% -$2.32M 8.03% 3
2019
Q1 		$41.5M Sell
640,104
-1,496
-0.2% -$94.3K 8.55% 3
2018
Q4 		$37.7M Buy
+641,600
New +$40.1M 8.71% 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

Salomon & Ludwin's EFA Position: Q2 2026 in Review

Salomon & Ludwin reduced its iShares MSCI EAFE ETF (EFA) stake by 2.4% in Q2 2026, selling an estimated $516K and leaving 206,707 shares worth $21.3M. The position accounts for 1.75% of the portfolio, ranked #15.

Salomon & Ludwin first reported a position in EFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $41.5M in Q1 2019. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Salomon & Ludwin held 206,707 shares of iShares MSCI EAFE ETF worth $21.3M as of Q2 2026.
  • Salomon & Ludwin sold 5,019 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $516K.
  • iShares MSCI EAFE ETF made up 1.75% of Salomon & Ludwin's portfolio in Q2 2026, its #15 holding.
  • Salomon & Ludwin first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • Salomon & Ludwin's iShares MSCI EAFE ETF position peaked at $41.5M in Q1 2019.
  • 2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.