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Signature Estate & Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Signature Estate & Investment Advisors’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 		$579K Buy
5,571
+262
+5% +$26.9K 0.01% 402
2026
Q1 		$516K Buy
5,309
+2,451
+86% +$245K 0.01% 413
2025
Q4 		$274K Buy
2,858
+45
+2% +$4.27K 0.01% 519
2025
Q3 		$263K Sell
2,813
-772
-22% -$70.2K 0.01% 522
2025
Q2 		$320K Buy
3,585
+816
+29% +$69.7K 0.01% 448
2025
Q1 		$226K Sell
2,769
-27
-1% -$2.18K 0.01% 504
2024
Q4 		$211K Buy
2,796
+34
+1% +$2.69K 0.01% 499
2024
Q3 		$231K Sell
2,762
-313
-10% -$25.2K 0.01% 469
2024
Q2 		$241K Buy
+3,075
New +$244K 0.01% 449
2020
Q1 		– Sell
-3,946
Closed -$274K – 140
2019
Q4 		$274K Sell
3,946
-194
-5% -$13.1K 0.02% 143
2019
Q3 		$270K Sell
4,140
-857
-17% -$55.2K 0.02% 135
2019
Q2 		$328K Buy
4,997
+917
+22% +$60K 0.02% 128
2019
Q1 		$265K Sell
4,080
-1,585
-28% -$99.9K 0.02% 136
2018
Q4 		$333K Sell
5,665
-21,000
-79% -$1.31M 0.03% 126
2018
Q3 		$1.81M Buy
26,665
+11,583
+77% +$782K 0.16% 60
2018
Q2 		$1.01M Sell
15,082
-200
-1% -$14K 0.1% 89
2018
Q1 		$1.06M Buy
15,282
+1,319
+9% +$94K 0.11% 78
2017
Q4 		$982K Buy
13,963
+688
+5% +$47.8K 0.1% 86
2017
Q3 		$909K Sell
13,275
-435
-3% -$29.1K 0.1% 82
2017
Q2 		$894K Buy
13,710
+3,358
+32% +$217K 0.11% 75
2017
Q1 		$645K Buy
10,352
+4,935
+91% +$298K 0.08% 80
2016
Q4 		$313K Buy
5,417
+3,070
+131% +$177K 0.04% 108
2016
Q3 		$139K Sell
2,347
-313
-12% -$18.1K 0.02% 136
2016
Q2 		$148K Buy
+2,660
New +$153K 0.02% 141

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Signature Estate & Investment Advisors's EFA Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 4.9% in Q2 2026, buying an estimated $26.9K and bringing the position to 5,571 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #402.

Signature Estate & Investment Advisors first reported a position in EFA in Q2 2016 and has held it in 24 quarters since. The position peaked at $1.81M in Q3 2018. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Signature Estate & Investment Advisors held 5,571 shares of iShares MSCI EAFE ETF worth $579K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 262 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $26.9K.
  • iShares MSCI EAFE ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #402 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2016 and has held it in 24 quarters since.
  • Signature Estate & Investment Advisors's iShares MSCI EAFE ETF position peaked at $1.81M in Q3 2018.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.