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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
2020
Q4 		– Sell
-129,600
Closed -$8.25M – 48
2020
Q3 		$8.25M Hold
129,600
– – 3.25% 5
2020
Q2 		$7.89M Buy
+129,600
New +$7.49M 3.34% 5

Other funds holding EFA

Truist Financial
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LW
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.