Smith Anglin Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Smith Anglin Financial’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
2025 Q2	$2.39M	Buy	26,791 +204	+0.8%	+$17.4K	0.22%	44
2025 Q1	$2.17M	Hold	26,587	–	–	0.23%	44
2024 Q4	$2.01M	Sell	26,587 -351	-1%	-$27.8K	0.19%	49
2024 Q3	$2.25M	Hold	26,938	–	–	0.22%	42
2024 Q2	$2.11M	Sell	26,938 -199	-0.7%	-$15.8K	0.21%	40
2024 Q1	$2.17M	Buy	27,137 +60	+0.2%	+$4.59K	0.22%	40
2023 Q4	$2.04M	Sell	27,077 -688	-2%	-$48.6K	0.23%	41
2023 Q3	$1.91M	Sell	27,765 -1,485	-5%	-$106K	0.23%	49
2023 Q2	$2.12M	Sell	29,250 -2,475	-8%	-$180K	0.26%	45
2023 Q1	$2.27M	Sell	31,725 -2,731	-8%	-$191K	0.34%	38
2022 Q4	$2.26M	Buy	34,456 +68	+0.2%	+$4.26K	0.43%	30
2022 Q3	$1.93M	Sell	34,388 -247	-0.7%	-$15.4K	0.41%	31
2022 Q2	$2.16M	Sell	34,635 -5,646	-14%	-$384K	0.63%	25
2022 Q1	$2.96M	Buy	40,281 +84	+0.2%	+$6.28K	0.69%	25
2021 Q4	$3.16M	Buy	40,197 +701	+2%	+$55.5K	0.54%	36
2021 Q3	$3.08M	Hold	39,496	–	–	0.6%	38
2021 Q2	$3.12M	Sell	39,496 -465	-1%	-$36.9K	0.6%	36
2021 Q1	$3.03M	Buy	39,961 +1,000	+3%	+$75.3K	0.66%	34
2020 Q4	$2.84M	Buy	+38,961	New	+$2.66M	0.51%	35

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Smith Anglin Financial's EFA Position: Q2 2025 in Review

Smith Anglin Financial increased its iShares MSCI EAFE ETF (EFA) stake by 0.77% in Q2 2025, buying an estimated $17.4K and bringing the position to 26,791 shares worth $2.39M. The position accounts for 0.22% of the portfolio, ranked #44.

Smith Anglin Financial first reported a position in EFA in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.16M in Q4 2021. 2,024 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

Smith Anglin Financial held 26,791 shares of iShares MSCI EAFE ETF worth $2.39M as of Q2 2025.
Smith Anglin Financial bought 204 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $17.4K.
iShares MSCI EAFE ETF made up 0.22% of Smith Anglin Financial's portfolio in Q2 2025, its #44 holding.
Smith Anglin Financial first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 19 quarters since.
Smith Anglin Financial's iShares MSCI EAFE ETF position peaked at $3.16M in Q4 2021.
2,024 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.