SOL 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
– Sell
-2,400
Closed -$230K – 126
2025
Q4
$230K Hold
2,400
– – 0.02% 297
2025
Q3
$224K Hold
2,400
– – 0.02% 295
2025
Q2
$215K Buy
+2,400
New +$205K 0.02% 297
2025
Q1
– Sell
-6,200
Closed -$469K – 299
2024
Q4
$469K Buy
6,200
+600
+11% +$47.5K 0.05% 231
2024
Q3
$468K Hold
5,600
– – 0.05% 233
2024
Q2
$439K Hold
5,600
– – 0.05% 229
2024
Q1
$447K Hold
5,600
– – 0.06% 232
2023
Q4
$422K Hold
5,600
– – 0.06% 238
2023
Q3
$386K Sell
5,600
-327
-6% -$23.4K 0.06% 230
2023
Q2
$430K Sell
5,927
-273
-4% -$19.8K 0.07% 218
2023
Q1
$443K Hold
6,200
– – 0.07% 213
2022
Q4
$407K Hold
6,200
– – 0.07% 216
2022
Q3
$347K Hold
6,200
– – 0.07% 210
2022
Q2
$387K Hold
6,200
– – 0.08% 200
2022
Q1
$456K Hold
6,200
– – 0.08% 194
2021
Q4
$488K Sell
6,200
-937
-13% -$74.2K 0.09% 186
2021
Q3
$557K Hold
7,137
– – 0.11% 164
2021
Q2
$563K Sell
7,137
-300
-4% -$23.8K 0.11% 160
2021
Q1
$564K Hold
7,437
– – 0.12% 152
2020
Q4
$543K Hold
7,437
– – 0.13% 144
2020
Q3
$473K Hold
7,437
– – 0.13% 142
2020
Q2
$453K Sell
7,437
-1,000
-12% -$57.8K 0.13% 149
2020
Q1
$451K Hold
8,437
– – 0.15% 137
2019
Q4
$586K Hold
8,437
– – 0.15% 147
2019
Q3
$550K Hold
8,437
– – 0.15% 146
2019
Q2
$555K Buy
8,437
+1,200
+17% +$78.5K 0.15% 148
2019
Q1
$469K Buy
7,237
+600
+9% +$37.8K 0.13% 162
2018
Q4
$390K Hold
6,637
– – 0.12% 167
2018
Q3
$451K Hold
6,637
– – 0.12% 168
2018
Q2
$444K Hold
6,637
– – 0.13% 169
2018
Q1
$462K Buy
6,637
+637
+11% +$45.4K 0.13% 163
2017
Q4
$422K Hold
6,000
– – 0.12% 168
2017
Q3
$411K Sell
6,000
-12,300
-67% -$822K 0.12% 178
2017
Q2
$1.19M Buy
18,300
+14,800
+423% +$958K 0.33% 85
2017
Q1
$218K Sell
3,500
-36,852
-91% -$2.23M 0.06% 223
2016
Q4
$2.33M Buy
+40,352
New +$2.33M 0.7% 31

Other funds holding EFA

SOL Capital Management's EFA Position: Q1 2026 in Review

SOL Capital Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 2,400 shares — an estimated $230K sold.

SOL Capital Management first reported a position in EFA in Q4 2016 and held it in 36 quarters. The position peaked at $2.33M in Q4 2016. 2,213 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • SOL Capital Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 2,400 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $230K.
  • SOL Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2016 and held it in 36 quarters.
  • SOL Capital Management's iShares MSCI EAFE ETF position peaked at $2.33M in Q4 2016.
  • 2,213 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.