Samalin Investment Counsel’s iShares MSCI EAFE ETF EFA Stock Holding History

Samalin Investment Counsel’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	$583K	Buy	5,609 +74	+1%	+$7.61K	0.18%	142
2026 Q1	$538K	Sell	5,535 -204	-4%	-$20.4K	0.19%	155
2025 Q4	$551K	Buy	5,739 +291	+5%	+$27.6K	0.2%	156
2025 Q3	$509K	Buy	5,448 +1	+0%	+$91	0.18%	177
2025 Q2	$487K	Sell	5,447 -18	-0.3%	-$1.54K	0.19%	176
2025 Q1	$447K	Hold	5,465	–	–	0.18%	175
2024 Q4	$413K	Buy	5,465 +118	+2%	+$9.35K	0.18%	186
2024 Q3	$447K	Hold	5,347	–	–	0.19%	175
2024 Q2	$419K	Buy	5,347 +53	+1%	+$4.2K	0.2%	177
2024 Q1	$423K	Hold	5,294	–	–	0.2%	171
2023 Q4	$399K	Buy	5,294 +59	+1%	+$4.17K	0.2%	172
2023 Q3	$361K	Sell	5,235 -325	-6%	-$23.3K	0.21%	148
2023 Q2	$403K	Buy	5,560 +52	+0.9%	+$3.78K	0.22%	134
2023 Q1	$394K	Sell	5,508 -12	-0.2%	-$839	0.24%	125
2022 Q4	$362K	Buy	5,520 +1,535	+39%	+$96.2K	0.23%	133
2022 Q3	$223K	Buy	3,985 +13	+0.3%	+$810	0.16%	184
2022 Q2	$248K	Buy	3,972 +126	+3%	+$8.58K	0.17%	174
2022 Q1	$283K	Buy	3,846 +7	+0.2%	+$524	0.17%	179
2021 Q4	$302K	Buy	3,839 +58	+2%	+$4.59K	0.18%	168
2021 Q3	$295K	Sell	3,781 -47	-1%	-$3.76K	0.19%	170
2021 Q2	$302K	Buy	3,828 +27	+0.7%	+$2.15K	0.2%	172
2021 Q1	$288K	Hold	3,801	–	–	0.19%	173
2020 Q4	$277K	Sell	3,801 -152	-4%	-$10.4K	0.21%	164
2020 Q3	$252K	Buy	+3,953	New	+$253K	0.22%	147
2020 Q1	–	Sell	-3,614	Closed	-$250K	–	238
2019 Q4	$250K	Buy	+3,614	New	+$244K	0.21%	129

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Samalin Investment Counsel's EFA Position: Q2 2026 in Review

Samalin Investment Counsel increased its iShares MSCI EAFE ETF (EFA) stake by 1.3% in Q2 2026, buying an estimated $7.61K and bringing the position to 5,609 shares worth $583K. The position accounts for 0.18% of the portfolio, ranked #142.

Samalin Investment Counsel first reported a position in EFA in Q4 2019 and has held it in 25 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Samalin Investment Counsel held 5,609 shares of iShares MSCI EAFE ETF worth $583K as of Q2 2026.
Samalin Investment Counsel bought 74 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $7.61K.
iShares MSCI EAFE ETF made up 0.18% of Samalin Investment Counsel's portfolio in Q2 2026, its #142 holding.
Samalin Investment Counsel first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.