St. Clair Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

St. Clair 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	$275K	Sell	2,650 -3,621	-58%	-$372K	0.07%	76
2026 Q1	$609K	Buy	6,271 +3,486	+125%	+$349K	0.16%	61
2025 Q4	$267K	Buy	+2,785	New	+$264K	0.07%	75
2025 Q1	–	Sell	-48,312	Closed	-$3.65M	–	82
2024 Q4	$3.65M	Buy	+48,312	New	+$3.83M	1.05%	17
2024 Q1	–	Sell	-29,447	Closed	-$2.22M	–	81
2023 Q4	$2.22M	Buy	29,447 +24,549	+501%	+$1.74M	0.76%	25
2023 Q3	$338K	Buy	+4,898	New	+$351K	0.13%	70
2023 Q1	–	Sell	-4,495	Closed	-$295K	–	79
2022 Q4	$295K	Buy	+4,495	New	+$282K	0.19%	50
2022 Q3	–	Sell	-14,954	Closed	-$934K	–	43
2022 Q2	$934K	Buy	14,954 +6,489	+77%	+$442K	0.76%	18
2022 Q1	$623K	Sell	8,465 -33,648	-80%	-$2.52M	0.42%	22
2021 Q4	$3.31M	Buy	42,113 +36,156	+607%	+$2.86M	1.9%	12
2021 Q3	$465K	Buy	+5,957	New	+$477K	0.32%	29

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

St. Clair Advisors's EFA Position: Q2 2026 in Review

St. Clair Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 58% in Q2 2026, selling an estimated $372K and leaving 2,650 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #76.

St. Clair Advisors first reported a position in EFA in Q3 2021 and has held it in 11 quarters since. The position peaked at $3.65M in Q4 2024. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

St. Clair Advisors held 2,650 shares of iShares MSCI EAFE ETF worth $275K as of Q2 2026.
St. Clair Advisors sold 3,621 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $372K.
iShares MSCI EAFE ETF made up 0.07% of St. Clair Advisors's portfolio in Q2 2026, its #76 holding.
St. Clair Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2021 and has held it in 11 quarters since.
St. Clair Advisors's iShares MSCI EAFE ETF position peaked at $3.65M in Q4 2024.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.