ST
EFA icon

Sentinel Trust’s iShares MSCI EAFE ETF EFA Stock Holding History

Sentinel Trust’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 		$1.11M Sell
10,699
-1,174
-10% -$121K 0.1% 79
2026
Q1 		$1.15M Sell
11,873
-264
-2% -$26.4K 0.11% 72
2025
Q4 		$1.17M Sell
12,137
-912
-7% -$86.5K 0.11% 75
2025
Q3 		$1.22M Sell
13,049
-1,006
-7% -$91.5K 0.12% 70
2025
Q2 		$1.26M Sell
14,055
-836
-6% -$71.4K 0.14% 69
2025
Q1 		$1.22M Sell
14,891
-1,221
-8% -$98.4K 0.14% 69
2024
Q4 		$1.22M Hold
16,112
– – 0.14% 74
2024
Q3 		$1.35M Buy
16,112
+3,181
+25% +$256K 0.15% 72
2024
Q2 		$1.01M Hold
12,931
– – 0.12% 78
2024
Q1 		$1.03M Hold
12,931
– – 0.13% 79
2023
Q4 		$974K Sell
12,931
-70
-0.5% -$4.95K 0.13% 75
2023
Q3 		$896K Sell
13,001
-1,587
-11% -$114K 0.13% 80
2023
Q2 		$1.06M Sell
14,588
-2,972
-17% -$216K 0.14% 76
2023
Q1 		$1.26M Sell
17,560
-1,589
-8% -$111K 0.18% 70
2022
Q4 		$1.26M Sell
19,149
-1,055
-5% -$66.1K 0.2% 55
2022
Q3 		$1.13M Sell
20,204
-15,981
-44% -$996K 0.19% 55
2022
Q2 		$2.26M Sell
36,185
-5,322
-13% -$362K 0.35% 38
2022
Q1 		$3.06M Sell
41,507
-2,123
-5% -$159K 0.37% 38
2021
Q4 		$3.43M Sell
43,630
-3,257
-7% -$258K 0.42% 27
2021
Q3 		$3.66M Sell
46,887
-2,780
-6% -$222K 0.57% 22
2021
Q2 		$3.92M Buy
49,667
+184
+0.4% +$14.6K 0.59% 23
2021
Q1 		$3.75M Sell
49,483
-3,055
-6% -$230K 0.67% 20
2020
Q4 		$3.83M Sell
52,538
-9,269
-15% -$634K 0.67% 21
2020
Q3 		$3.93M Sell
61,807
-91,348
-60% -$5.85M 0.81% 18
2020
Q2 		$9.32M Sell
153,155
-79,468
-34% -$4.59M 2.13% 12
2020
Q1 		$12.4M Buy
232,623
+77,810
+50% +$4.94M 3.91% 6
2019
Q4 		$10.8M Sell
154,813
-9,836
-6% -$664K 2.74% 7
2019
Q3 		$10.7M Sell
164,649
-82,650
-33% -$5.33M 2.89% 7
2019
Q2 		$16.3M Buy
247,299
+6,696
+3% +$438K 4.47% 5
2019
Q1 		$15.6M Buy
240,603
+164,649
+217% +$10.4M 4.25% 5
2018
Q4 		$4.46M Buy
75,954
+2,445
+3% +$153K 1.38% 9
2018
Q3 		$5M Sell
73,509
-240
-0.3% -$16.2K 1.08% 20
2018
Q2 		$4.94M Sell
73,749
-4,516
-6% -$317K 1.1% 17
2018
Q1 		$5.45M Sell
78,265
-9,738
-11% -$694K 1.15% 24
2017
Q4 		$6.19M Sell
88,003
-3,328
-4% -$231K 1.29% 17
2017
Q3 		$6.25M Sell
91,331
-3,993
-4% -$267K 1.05% 16
2017
Q2 		$6.22M Sell
95,324
-20,600
-18% -$1.33M 1.02% 14
2017
Q1 		$7.22M Sell
115,924
-4,084
-3% -$247K 1.14% 10
2016
Q4 		$6.93M Buy
120,008
+4,976
+4% +$287K 1.01% 8
2016
Q3 		$6.8M Sell
115,032
-98,141
-46% -$5.69M 0.98% 12
2016
Q2 		$11.9M Sell
213,173
-22,497
-10% -$1.29M 1.7% 5
2016
Q1 		$13.5M Sell
235,670
-28,964
-11% -$1.6M 1.98% 4
2015
Q4 		$15.5M Sell
264,634
-7,901
-3% -$476K 2.36% 3
2015
Q3 		$15.6M Sell
272,535
-10,170
-4% -$628K 2.36% 3
2015
Q2 		$17.9M Sell
282,705
-41,869
-13% -$2.79M 4.83% 1
2015
Q1 		$20.8M Sell
324,574
-26,425
-8% -$1.66M 5.73% 1
2014
Q4 		$21.4M Sell
350,999
-47,154
-12% -$2.94M 6.05% 1
2014
Q3 		$25.5M Sell
398,153
-87,432
-18% -$5.83M 6.58% 1
2014
Q2 		$33.2M Sell
485,585
-62,753
-11% -$4.3M 8.61% 1
2014
Q1 		$36.8M Sell
548,338
-3,726
-0.7% -$246K 10.31% 1
2013
Q4 		$37M Sell
552,064
-13,658
-2% -$892K 10.25% 1
2013
Q3 		$36.1M Buy
565,722
+29,468
+5% +$1.81M 10.78% 1
2013
Q2 		$30.7M Buy
+536,254
New +$32.4M 9.23% 1

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Sentinel Trust's EFA Position: Q2 2026 in Review

Sentinel Trust reduced its iShares MSCI EAFE ETF (EFA) stake by 9.9% in Q2 2026, selling an estimated $121K and leaving 10,699 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #79.

Sentinel Trust first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $37M in Q4 2013. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Sentinel Trust held 10,699 shares of iShares MSCI EAFE ETF worth $1.11M as of Q2 2026.
  • Sentinel Trust sold 1,174 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $121K.
  • iShares MSCI EAFE ETF made up 0.1% of Sentinel Trust's portfolio in Q2 2026, its #79 holding.
  • Sentinel Trust first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • Sentinel Trust's iShares MSCI EAFE ETF position peaked at $37M in Q4 2013.
  • 806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sentinel Trust's 13F filing for Q2 2026, filed 13 Jul 2026.