Seven Post Investment Office’s iShares MSCI EAFE ETF EFA Stock Holding History

Seven Post Investment Office’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	$1.17M	Hold	11,268	–	–	0.33%	23
2026 Q1	$1.09M	Hold	11,268	–	–	0.35%	21
2025 Q4	$1.08M	Hold	11,268	–	–	0.39%	22
2025 Q3	$1.05M	Sell	11,268 -9,021	-44%	-$820K	0.38%	22
2025 Q2	$1.81M	Hold	20,289	–	–	0.68%	19
2025 Q1	$1.66M	Hold	20,289	–	–	0.63%	18
2024 Q4	$1.53M	Sell	20,289 -1,984	-9%	-$157K	0.59%	18
2024 Q3	$1.86M	Hold	22,273	–	–	0.28%	26
2024 Q2	$1.74M	Hold	22,273	–	–	0.32%	26
2024 Q1	$1.78M	Sell	22,273 -4,092	-16%	-$313K	0.43%	24
2023 Q4	$1.99M	Hold	26,365	–	–	0.5%	23
2023 Q3	$1.82M	Hold	26,365	–	–	0.5%	23
2023 Q2	$1.91M	Hold	26,365	–	–	0.58%	21
2023 Q1	$1.89M	Hold	26,365	–	–	0.68%	19
2022 Q4	$1.73M	Sell	26,365 -1,672	-6%	-$105K	0.61%	21
2022 Q3	$1.57M	Hold	28,037	–	–	0.61%	20
2022 Q2	$1.75M	Hold	28,037	–	–	0.65%	18
2022 Q1	$2.06M	Buy	28,037 +1,672	+6%	+$125K	0.63%	19
2021 Q4	$2.07M	Hold	26,365	–	–	0.56%	19
2021 Q3	$2.06M	Hold	26,365	–	–	0.64%	18
2021 Q2	$2.08M	Hold	26,365	–	–	0.63%	16
2021 Q1	$2M	Hold	26,365	–	–	0.7%	15
2020 Q4	$1.92M	Hold	26,365	–	–	0.78%	15
2020 Q3	$1.68M	Hold	26,365	–	–	0.66%	18
2020 Q2	$1.6M	Hold	26,365	–	–	0.68%	20
2020 Q1	$1.41M	Hold	26,365	–	–	0.74%	17
2019 Q4	$1.83M	Hold	26,365	–	–	1.33%	10
2019 Q3	$1.72M	Hold	26,365	–	–	1.23%	9
2019 Q2	$1.73M	Hold	26,365	–	–	1.18%	9
2019 Q1	$1.71M	Hold	26,365	–	–	1.21%	9
2018 Q4	$1.55M	Hold	26,365	–	–	1.21%	10
2018 Q3	$1.79M	Hold	26,365	–	–	1.49%	8
2018 Q2	$1.77M	Hold	26,365	–	–	7.42%	5
2018 Q1	$1.84M	Hold	26,365	–	–	7.67%	5
2017 Q4	$1.85M	Hold	26,365	–	–	8.13%	5
2017 Q3	$1.8M	Hold	26,365	–	–	8.25%	5
2017 Q2	$1.72M	Hold	26,365	–	–	8.27%	5
2017 Q1	$1.64M	Hold	26,365	–	–	8.11%	5
2016 Q4	$1.52M	Hold	26,365	–	–	7.99%	5
2016 Q3	$1.56M	Hold	26,365	–	–	7.91%	5
2016 Q2	$1.47M	Hold	26,365	–	–	7.82%	5
2016 Q1	$1.51M	Sell	26,365 -320	-1%	-$17.6K	6.6%	5
2015 Q4	$1.57M	Hold	26,685	–	–	6.2%	5
2015 Q3	$1.53M	Hold	26,685	–	–	1.35%	7
2015 Q2	$1.69M	Hold	26,685	–	–	1.34%	8
2015 Q1	$1.71M	Hold	26,685	–	–	1.4%	8
2014 Q4	$1.62M	Buy	26,685 +320	+1%	+$20K	1.44%	8
2014 Q3	$1.69M	Hold	26,365	–	–	1.39%	8
2014 Q2	$1.77M	Hold	26,365	–	–	2.09%	6
2014 Q1	$1.77M	Hold	26,365	–	–	2.09%	6
2013 Q4	$1.77M	Hold	26,365	–	–	1.99%	6
2013 Q3	$1.68M	Hold	26,365	–	–	2.02%	6
2013 Q2	$1.51M	Buy	+26,365	New	+$1.59M	2.01%	6

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Seven Post Investment Office's EFA Position: Q2 2026 in Review

Seven Post Investment Office held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 11,268 shares worth $1.17M. The position accounts for 0.33% of the portfolio, ranked #23.

Seven Post Investment Office first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.08M in Q2 2021. 1,151 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Seven Post Investment Office held 11,268 shares of iShares MSCI EAFE ETF worth $1.17M as of Q2 2026.
Seven Post Investment Office left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.33% of Seven Post Investment Office's portfolio in Q2 2026, its #23 holding.
Seven Post Investment Office first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
Seven Post Investment Office's iShares MSCI EAFE ETF position peaked at $2.08M in Q2 2021.
1,151 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.