SSA
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SSA Swiss Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

SSA Swiss 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
Q1 		$49.5K Sell
510
-340
-40% -$34K 0.02% 88
2025
Q4 		$81.6K Hold
850
– – 0.04% 86
2025
Q3 		$79K Hold
850
– – 0.04% 93
2025
Q2 		$77.8K Sell
850
-978
-54% -$83.5K 0.04% 91
2025
Q1 		$149K Buy
+1,828
New +$147K 0.08% 85

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SSA Swiss Advisors's EFA Position: Q1 2026 in Review

SSA Swiss Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 40% in Q1 2026, selling an estimated $34K and leaving 510 shares worth $49.5K. The position accounts for 0.02% of the portfolio, ranked #88.

SSA Swiss Advisors first reported a position in EFA in Q1 2025 and has held it in 5 quarters since. The position peaked at $149K in Q1 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • SSA Swiss Advisors held 510 shares of iShares MSCI EAFE ETF worth $49.5K as of Q1 2026.
  • SSA Swiss Advisors sold 340 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $34K.
  • iShares MSCI EAFE ETF made up 0.02% of SSA Swiss Advisors's portfolio in Q1 2026, its #88 holding.
  • SSA Swiss Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
  • SSA Swiss Advisors's iShares MSCI EAFE ETF position peaked at $149K in Q1 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on SSA Swiss Advisors's 13F filing for Q1 2026, filed 21 Jul 2026.