SA
EFA icon

Sovran Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Sovran 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 		$328K Sell
3,159
-1,140
-27% -$117K 0.02% 456
2026
Q1 		$440K Buy
4,299
+22
+0.5% +$2.2K 0.03% 385
2025
Q4 		$425K Sell
4,277
-11
-0.3% -$1.04K 0.04% 382
2025
Q3 		$406K Sell
4,288
-73
-2% -$6.64K 0.04% 376
2025
Q2 		$389K Buy
4,361
+81
+2% +$6.92K 0.04% 358
2025
Q1 		$347K Sell
4,280
-364
-8% -$29.3K 0.05% 346
2024
Q4 		$349K Buy
+4,644
New +$368K 0.05% 318

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

Sovran Advisors's EFA Position: Q2 2026 in Review

Sovran Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 27% in Q2 2026, selling an estimated $117K and leaving 3,159 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #456.

Sovran Advisors first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $440K in Q1 2026. 2,260 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Sovran Advisors held 3,159 shares of iShares MSCI EAFE ETF worth $328K as of Q2 2026.
  • Sovran Advisors sold 1,140 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $117K.
  • iShares MSCI EAFE ETF made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #456 holding.
  • Sovran Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's iShares MSCI EAFE ETF position peaked at $440K in Q1 2026.
  • 2,260 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.