SC
EFA icon

Savant Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Savant Capital’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 		$50.2M Sell
516,567
-37,888
-7% -$3.79M 0.24% 62
2025
Q4 		$53.2M Buy
554,455
+54,915
+11% +$5.21M 0.3% 54
2025
Q3 		$46.6M Buy
499,540
+3,640
+0.7% +$331K 0.28% 61
2025
Q2 		$44.3M Sell
495,900
-12,208
-2% -$1.04M 0.32% 52
2025
Q1 		$41.5M Sell
508,108
-18,574
-4% -$1.5M 0.35% 44
2024
Q4 		$39.8M Sell
526,682
-7,777
-1% -$616K 0.31% 54
2024
Q3 		$44.7M Buy
534,459
+20,920
+4% +$1.68M 0.37% 49
2024
Q2 		$40.2M Sell
513,539
-10,944
-2% -$867K 0.4% 46
2024
Q1 		$41.9M Sell
524,483
-4,586
-0.9% -$351K 0.48% 41
2023
Q4 		$39.9M Sell
529,069
-9,347
-2% -$661K 0.51% 39
2023
Q3 		$37.1M Sell
538,416
-9,268
-2% -$664K 0.55% 36
2023
Q2 		$39.7M Buy
547,684
+287,416
+110% +$20.9M 0.62% 33
2023
Q1 		$18.6M Buy
260,268
+202,081
+347% +$14.1M 0.35% 51
2022
Q4 		$3.54M Buy
58,187
+411
+0.7% +$25.7K 0.09% 116
2022
Q3 		$3.24M Sell
57,776
-1,289
-2% -$80.3K 0.1% 113
2022
Q2 		$3.69M Buy
59,065
+6,183
+12% +$421K 0.11% 99
2022
Q1 		$3.89M Sell
52,882
-326
-0.6% -$24.4K 0.13% 99
2021
Q4 		$4.19M Buy
53,208
+1,927
+4% +$153K 0.14% 89
2021
Q3 		$4M Buy
51,281
+23,044
+82% +$1.84M 0.15% 80
2021
Q2 		$2.23M Buy
28,237
+2,598
+10% +$206K 0.09% 124
2021
Q1 		$1.95M Buy
25,639
+98
+0.4% +$7.38K 0.1% 123
2020
Q4 		$1.86M Buy
25,541
+2,839
+13% +$194K 0.11% 123
2020
Q3 		$1.45M Buy
22,702
+4,284
+23% +$274K 0.1% 137
2020
Q2 		$1.12M Buy
18,418
+1,406
+8% +$81.3K 0.08% 155
2020
Q1 		$909K Buy
17,012
+1,370
+9% +$86.9K 0.09% 162
2019
Q4 		$1.09M Sell
15,642
-276
-2% -$18.6K 0.13% 130
2019
Q3 		$1.04M Buy
15,918
+368
+2% +$23.7K 0.14% 118
2019
Q2 		$1.02M Sell
15,550
-316
-2% -$20.7K 0.14% 122
2019
Q1 		$1.03M Sell
15,866
-321
-2% -$20.2K 0.19% 101
2018
Q4 		$951K Sell
16,187
-1,836
-10% -$115K 0.2% 97
2018
Q3 		$1.23M Buy
18,023
+2,967
+20% +$200K 0.22% 88
2018
Q2 		$1.01M Sell
15,056
-79
-0.5% -$5.54K 0.22% 84
2018
Q1 		$1.05M Buy
15,135
+192
+1% +$13.7K 0.22% 79
2017
Q4 		$1.05M Sell
14,943
-370
-2% -$25.7K 0.22% 83
2017
Q3 		$1.05M Sell
15,313
-711
-4% -$47.5K 0.24% 73
2017
Q2 		$1.04M Sell
16,024
-1,400
-8% -$90.6K 0.25% 69
2017
Q1 		$1.08M Buy
17,424
+2,267
+15% +$137K 0.27% 69
2016
Q4 		$875K Sell
15,157
-98
-0.6% -$5.65K 0.24% 73
2016
Q3 		$902K Sell
15,255
-302
-2% -$17.5K 0.25% 69
2016
Q2 		$868K Sell
15,557
-469
-3% -$27K 0.25% 69
2016
Q1 		$916K Sell
16,026
-1,840
-10% -$101K 0.28% 60
2015
Q4 		$1.05M Buy
17,866
+1,063
+6% +$64K 0.33% 48
2015
Q3 		$963K Buy
16,803
+2,406
+17% +$149K 0.34% 47
2015
Q2 		$914K Sell
14,397
-826
-5% -$55K 0.31% 58
2015
Q1 		$977K Sell
15,223
-1,286
-8% -$81K 0.35% 52
2014
Q4 		$1M Sell
16,509
-1,207
-7% -$75.3K 0.38% 48
2014
Q3 		$1.14M Buy
17,716
+418
+2% +$27.9K 0.48% 40
2014
Q2 		$1.18M Buy
17,298
+2,634
+18% +$181K 0.51% 36
2014
Q1 		$985K Sell
14,664
-1,004
-6% -$66.3K 0.46% 41
2013
Q4 		$1.05M Sell
15,668
-229
-1% -$15K 0.52% 38
2013
Q3 		$1.01M Sell
15,897
-227
-1% -$13.9K 0.55% 34
2013
Q2 		$924K Buy
+16,124
New +$975K 0.54% 36

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

Savant Capital's EFA Position: Q1 2026 in Review

Savant Capital reduced its iShares MSCI EAFE ETF (EFA) stake by 6.8% in Q1 2026, selling an estimated $3.79M and leaving 516,567 shares worth $50.2M. The position accounts for 0.24% of the portfolio, ranked #62.

Savant Capital first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $53.2M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Savant Capital held 516,567 shares of iShares MSCI EAFE ETF worth $50.2M as of Q1 2026.
  • Savant Capital sold 37,888 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $3.79M.
  • iShares MSCI EAFE ETF made up 0.24% of Savant Capital's portfolio in Q1 2026, its #62 holding.
  • Savant Capital first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
  • Savant Capital's iShares MSCI EAFE ETF position peaked at $53.2M in Q4 2025.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.