Searle & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

Searle & Co’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	$389K	Sell	4,000 -269	-6%	-$26.9K	0.1%	140
2025 Q4	$410K	Hold	4,269	–	–	0.11%	127
2025 Q3	$399K	Hold	4,269	–	–	0.11%	133
2025 Q2	$382K	Hold	4,269	–	–	0.11%	129
2025 Q1	$349K	Hold	4,269	–	–	0.1%	131
2024 Q4	$323K	Hold	4,269	–	–	0.09%	135
2024 Q3	$357K	Hold	4,269	–	–	0.09%	124
2024 Q2	$334K	Hold	4,269	–	–	0.08%	138
2024 Q1	$341K	Hold	4,269	–	–	0.09%	121
2023 Q4	$322K	Hold	4,269	–	–	0.09%	126
2023 Q3	$294K	Hold	4,269	–	–	0.1%	117
2023 Q2	$318K	Hold	4,269	–	–	0.1%	119
2023 Q1	$314K	Hold	4,269	–	–	0.1%	121
2022 Q4	$280K	Hold	4,269	–	–	0.1%	127
2022 Q3	$239K	Hold	4,269	–	–	0.09%	131
2022 Q2	$267K	Hold	4,269	–	–	0.11%	131
2022 Q1	$314K	Hold	4,269	–	–	0.12%	129
2021 Q4	$336K	Hold	4,269	–	–	0.12%	123
2021 Q3	$333K	Hold	4,269	–	–	0.14%	116
2021 Q2	$337K	Hold	4,269	–	–	0.14%	112
2021 Q1	$324K	Hold	4,269	–	–	0.14%	111
2020 Q4	$311K	Hold	4,269	–	–	0.15%	108
2020 Q3	$272K	Hold	4,269	–	–	0.15%	110
2020 Q2	$260K	Hold	4,269	–	–	0.15%	112
2020 Q1	$228K	Hold	4,269	–	–	0.16%	106
2019 Q4	$296K	Hold	4,269	–	–	0.16%	106
2019 Q3	$278K	Buy	+4,269	New	+$275K	0.16%	107

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Searle & Co's EFA Position: Q1 2026 in Review

Searle & Co reduced its iShares MSCI EAFE ETF (EFA) stake by 6.3% in Q1 2026, selling an estimated $26.9K and leaving 4,000 shares worth $389K. The position accounts for 0.1% of the portfolio, ranked #140.

Searle & Co first reported a position in EFA in Q3 2019 and has held it in 27 quarters since. The position peaked at $410K in Q4 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Searle & Co held 4,000 shares of iShares MSCI EAFE ETF worth $389K as of Q1 2026.
Searle & Co sold 269 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $26.9K.
iShares MSCI EAFE ETF made up 0.1% of Searle & Co's portfolio in Q1 2026, its #140 holding.
Searle & Co first reported a position in iShares MSCI EAFE ETF in Q3 2019 and has held it in 27 quarters since.
Searle & Co's iShares MSCI EAFE ETF position peaked at $410K in Q4 2025.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Searle & Co's 13F filing for Q1 2026, filed 8 May 2026.