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 Q2	$898K	Sell	8,641 -412	-5%	-$42.4K	0.25%	83
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 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

Saxon Interests's EFA Position: Q2 2026 in Review

Saxon Interests reduced its iShares MSCI EAFE ETF (EFA) stake by 4.6% in Q2 2026, selling an estimated $42.4K and leaving 8,641 shares worth $898K. The position accounts for 0.25% of the portfolio, ranked #83.

Saxon Interests first reported a position in EFA in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.21M in Q3 2025. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Saxon Interests held 8,641 shares of iShares MSCI EAFE ETF worth $898K as of Q2 2026.
Saxon Interests sold 412 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $42.4K.
iShares MSCI EAFE ETF made up 0.25% of Saxon Interests's portfolio in Q2 2026, its #83 holding.
Saxon Interests first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 12 quarters since.
Saxon Interests's iShares MSCI EAFE ETF position peaked at $1.21M in Q3 2025.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.