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SMH Capital Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

SMH Capital 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 		$445K Buy
4,282
+15
+0.4% +$1.54K 1.74% 17
2026
Q1 		$414K Hold
4,267
– – 1.17% 18
2025
Q4 		$410K Buy
4,267
+17
+0.4% +$1.61K 0.83% 20
2025
Q3 		$402K Hold
4,250
– – 0.82% 19
2025
Q2 		$380K Buy
4,250
+17
+0.4% +$1.45K 0.86% 21
2025
Q1 		$346K Hold
4,233
– – 0.8% 22
2024
Q4 		$320K Buy
4,233
+13
+0.3% +$1.03K 0.77% 24
2024
Q3 		$353K Hold
4,220
– – 1.09% 21
2024
Q2 		$331K Buy
4,220
+16
+0.4% +$1.27K 1.01% 22
2024
Q1 		$336K Buy
+4,204
New +$322K 0.9% 17
2023
Q4 		– Sell
-3,612
Closed -$249K – 48
2023
Q3 		$249K Sell
3,612
-573
-14% -$41K 0.58% 24
2023
Q2 		$303K Buy
4,185
+17
+0.4% +$1.23K 0.66% 28
2023
Q1 		$307K Buy
+4,168
New +$292K 1.82% 20
2022
Q1 		– Sell
-4,561
Closed -$359K – 57
2021
Q4 		$359K Buy
4,561
+14
+0.3% +$1.11K 0.71% 25
2021
Q3 		$355K Hold
4,547
– – 0.65% 28
2021
Q2 		$359K Buy
4,547
+11
+0.2% +$874 0.72% 29
2021
Q1 		$344K Hold
4,536
– – 0.77% 28
2020
Q4 		$331K Buy
4,536
+11
+0.2% +$752 0.84% 21
2020
Q3 		$288K Buy
4,525
+861
+23% +$55.1K 0.67% 22
2020
Q2 		$223K Buy
+3,664
New +$212K 0.45% 25
2020
Q1 		– Sell
-5,825
Closed -$404K – 38
2019
Q4 		$404K Sell
5,825
-75
-1% -$5.07K 0.8% 14
2019
Q3 		$385K Sell
5,900
-1,837
-24% -$118K 0.85% 13
2019
Q2 		$509K Buy
+7,737
New +$506K 1.24% 13
2018
Q2 		– Sell
-8,490
Closed -$592K – 31
2018
Q1 		$592K Sell
8,490
-50
-0.6% -$3.56K 0.91% 22
2017
Q4 		$600K Buy
+8,540
New +$594K 1.01% 20

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

SMH Capital Advisors's EFA Position: Q2 2026 in Review

SMH Capital Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 0.35% in Q2 2026, buying an estimated $1.54K and bringing the position to 4,282 shares worth $445K. The position accounts for 1.74% of the portfolio, ranked #17.

SMH Capital Advisors first reported a position in EFA in Q4 2017 and has held it in 25 quarters since. The position peaked at $600K in Q4 2017. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • SMH Capital Advisors held 4,282 shares of iShares MSCI EAFE ETF worth $445K as of Q2 2026.
  • SMH Capital Advisors bought 15 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.54K.
  • iShares MSCI EAFE ETF made up 1.74% of SMH Capital Advisors's portfolio in Q2 2026, its #17 holding.
  • SMH Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 25 quarters since.
  • SMH Capital Advisors's iShares MSCI EAFE ETF position peaked at $600K in Q4 2017.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on SMH Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.