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Saxon Interests’s iShares MSCI EAFE ETF EFA Stock Holding History

Saxon Interests’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 		$879K Sell
9,053
-2,531
-22% -$253K 0.3% 82
2025
Q4 		$1.11M Sell
11,584
-1,664
-13% -$158K 0.39% 64
2025
Q3 		$1.21M Buy
13,248
+2,021
+18% +$184K 0.47% 53
2025
Q2 		$918K Hold
11,227
– – 0.43% 57
2025
Q1 		$918K Sell
11,227
-876
-7% -$70.6K 0.43% 57
2024
Q4 		$915K Sell
12,103
-1,672
-12% -$132K 0.4% 60
2024
Q3 		$1.15M Sell
13,775
-127
-0.9% -$10.2K 0.52% 54
2024
Q2 		$1.09M Buy
13,902
+2,998
+27% +$237K 0.52% 53
2024
Q1 		$871K Sell
10,904
-225
-2% -$17.2K 0.42% 67
2023
Q4 		$839K Buy
+11,129
New +$787K 0.42% 71
2023
Q1 		– Sell
-3,153
Closed -$216K – 174
2022
Q4 		$216K Buy
+3,153
New +$198K 0.12% 148

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

Saxon Interests's EFA Position: Q1 2026 in Review

Saxon Interests reduced its iShares MSCI EAFE ETF (EFA) stake by 22% in Q1 2026, selling an estimated $253K and leaving 9,053 shares worth $879K. The position accounts for 0.3% of the portfolio, ranked #82.

Saxon Interests first reported a position in EFA in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.21M in Q3 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Saxon Interests held 9,053 shares of iShares MSCI EAFE ETF worth $879K as of Q1 2026.
  • Saxon Interests sold 2,531 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $253K.
  • iShares MSCI EAFE ETF made up 0.3% of Saxon Interests's portfolio in Q1 2026, its #82 holding.
  • Saxon Interests first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 11 quarters since.
  • Saxon Interests's iShares MSCI EAFE ETF position peaked at $1.21M in Q3 2025.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.