Shelton Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $782K | Buy |
8,051
+4,095
| +104% | +$410K | 0.02% | 290 |
|
|
2025
Q4 | $380K | Sell |
3,956
-46
| -1% | -$4.36K | 0.01% | 427 |
|
|
2025
Q3 | $374K | Hold |
4,002
| – | – | 0.01% | 439 |
|
|
2025
Q2 | $358K | Sell |
4,002
-327
| -8% | -$27.9K | 0.01% | 428 |
|
|
2025
Q1 | $354K | Hold |
4,329
| – | – | 0.01% | 415 |
|
|
2024
Q4 | $327K | Buy |
4,329
+1,555
| +56% | +$123K | 0.01% | 466 |
|
|
2024
Q3 | $232K | Hold |
2,774
| – | – | 0.01% | 644 |
|
|
2024
Q2 | $217K | Sell |
2,774
-55
| -2% | -$4.36K | 0.01% | 652 |
|
|
2024
Q1 | $226K | Hold |
2,829
| – | – | 0.01% | 664 |
|
|
2023
Q4 | $213K | Sell |
2,829
-1,061
| -27% | -$75K | 0.01% | 667 |
|
|
2023
Q3 | $268K | Hold |
3,890
| – | – | 0.01% | 522 |
|
|
2023
Q2 | $282K | Sell |
3,890
-207
| -5% | -$15K | 0.01% | 530 |
|
|
2023
Q1 | $293K | Sell |
4,097
-1,769
| -30% | -$124K | 0.01% | 485 |
|
|
2022
Q4 | $385K | Sell |
5,866
-240
| -4% | -$15K | 0.04% | 343 |
|
|
2022
Q3 | $342K | Buy |
6,106
+382
| +7% | +$23.8K | 0.02% | 394 |
|
|
2022
Q2 | $358K | Buy |
5,724
+197
| +4% | +$13.4K | 0.02% | 405 |
|
|
2022
Q1 | $407K | Sell |
5,527
-2,008
| -27% | -$150K | 0.02% | 426 |
|
|
2021
Q4 | $593K | Buy |
7,535
+1,790
| +31% | +$142K | 0.02% | 329 |
|
|
2021
Q3 | $448K | Sell |
5,745
-1,124
| -16% | -$89.9K | 0.02% | 390 |
|
|
2021
Q2 | $542K | Sell |
6,869
-800
| -10% | -$63.6K | 0.02% | 359 |
|
|
2021
Q1 | $582K | Sell |
7,669
-624
| -8% | -$47K | 0.02% | 351 |
|
|
2020
Q4 | $605K | Sell |
8,293
-434
| -5% | -$29.7K | 0.03% | 318 |
|
|
2020
Q3 | $555K | Sell |
8,727
-12,072
| -58% | -$772K | 0.02% | 422 |
|
|
2020
Q2 | $1.27M | Sell |
20,799
-532
| -2% | -$30.8K | 0.07% | 231 |
|
|
2020
Q1 | $1.14M | Buy |
21,331
+227
| +1% | +$14.4K | 0.08% | 205 |
|
|
2019
Q4 | $1.47M | Sell |
21,104
-932
| -4% | -$62.9K | 0.08% | 199 |
|
|
2019
Q3 | $1.44M | Sell |
22,036
-1,150
| -5% | -$74.1K | 0.08% | 194 |
|
|
2019
Q2 | $1.52M | Buy |
23,186
+21,684
| +1,444% | +$1.42M | 0.09% | 195 |
|
|
2019
Q1 | $23.2K | Sell |
1,502
-16,598
| -92% | -$1.05M | 0.09% | 217 |
|
|
2018
Q4 | $1.06M | Sell |
18,100
-3,942
| -18% | -$246K | 0.07% | 213 |
|
|
2018
Q3 | $1.5M | Buy |
22,042
+3,105
| +16% | +$210K | 0.09% | 195 |
|
|
2018
Q2 | $1.27M | Sell |
18,937
-2,275
| -11% | -$160K | 0.08% | 208 |
|
|
2018
Q1 | $1.48M | Sell |
21,212
-3,620
| -15% | -$258K | 0.1% | 180 |
|
|
2017
Q4 | $1.75M | Sell |
24,832
-656
| -3% | -$45.6K | 0.11% | 164 |
|
|
2017
Q3 | $1.75M | Sell |
25,488
-3,000
| -11% | -$201K | 0.12% | 166 |
|
|
2017
Q2 | $1.86M | Buy |
28,488
+3,128
| +12% | +$202K | 0.13% | 153 |
|
|
2017
Q1 | $1.58M | Sell |
25,360
-316
| -1% | -$19.1K | 0.11% | 171 |
|
|
2016
Q4 | $1.48M | Buy |
25,676
+795
| +3% | +$45.8K | 0.11% | 181 |
|
|
2016
Q3 | $1.47M | Hold |
24,881
| – | – | 0.12% | 159 |
|
|
2016
Q2 | $1.39M | Hold |
24,881
| – | – | 0.12% | 153 |
|
|
2016
Q1 | $1.42M | Buy |
24,881
+2,892
| +13% | +$159K | 0.13% | 152 |
|
|
2015
Q4 | $1.29M | Buy |
21,989
+2,324
| +12% | +$140K | 0.12% | 159 |
|
|
2015
Q3 | $1.13M | Buy |
19,665
+476
| +2% | +$29.4K | 0.12% | 161 |
|
|
2015
Q2 | $1.22M | Buy |
19,189
+328
| +2% | +$21.8K | 0.13% | 157 |
|
|
2015
Q1 | $1.21M | Sell |
18,861
-970
| -5% | -$61.1K | 0.13% | 157 |
|
|
2014
Q4 | $1.21M | Buy |
19,831
+173
| +0.9% | +$10.8K | 0.14% | 143 |
|
|
2014
Q3 | $1.26M | Hold |
19,658
| – | – | 0.17% | 122 |
|
|
2014
Q2 | $1.34M | Sell |
19,658
-1,169
| -6% | -$80.1K | 0.19% | 110 |
|
|
2014
Q1 | $1.4M | Buy |
20,827
+323
| +2% | +$21.3K | 0.21% | 97 |
|
|
2013
Q4 | $1.38M | Sell |
20,504
-100
| -0.5% | -$6.53K | 0.21% | 101 |
|
|
2013
Q3 | $1.31M | Sell |
20,604
-3,244
| -14% | -$199K | 0.22% | 95 |
|
|
2013
Q2 | $1.37M | Buy |
+23,848
| New | +$1.44M | 0.25% | 88 |
|
Other funds holding EFA
NMIMC
Shelton Capital Management's EFA Position: Q1 2026 in Review
Shelton Capital Management increased its iShares MSCI EAFE ETF (EFA) stake by 104% in Q1 2026, buying an estimated $410K and bringing the position to 8,051 shares worth $782K. The position accounts for 0.02% of the portfolio, ranked #290.
Shelton Capital Management first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.86M in Q2 2017. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Shelton Capital Management held 8,051 shares of iShares MSCI EAFE ETF worth $782K as of Q1 2026.
- Shelton Capital Management bought 4,095 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $410K.
- iShares MSCI EAFE ETF made up 0.02% of Shelton Capital Management's portfolio in Q1 2026, its #290 holding.
- Shelton Capital Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
- Shelton Capital Management's iShares MSCI EAFE ETF position peaked at $1.86M in Q2 2017.
- 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.