STALEY CAPITAL ADVISERS’s iShares MSCI EAFE ETF EFA Stock Holding History

STALEY CAPITAL ADVISERS’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	$3.93M	Hold	40,500	–	–	0.17%	62
2025 Q4	$3.89M	Hold	40,500	–	–	0.16%	64
2025 Q3	$3.78M	Hold	40,500	–	–	0.16%	63
2025 Q2	$3.62M	Buy	40,500 +500	+1%	+$42.7K	0.15%	66
2025 Q1	$3.27M	Hold	40,000	–	–	0.15%	66
2024 Q4	$3.02M	Hold	40,000	–	–	0.13%	65
2024 Q3	$3.35M	Hold	40,000	–	–	0.15%	65
2024 Q2	$3.13M	Hold	40,000	–	–	0.14%	62
2024 Q1	$3.19M	Sell	40,000 -6,000	-13%	-$459K	0.15%	62
2023 Q4	$3.47M	Sell	46,000 -531	-1%	-$37.5K	0.17%	60
2023 Q3	$3.21M	Hold	46,531	–	–	0.18%	61
2023 Q2	$3.37M	Sell	46,531 -100	-0.2%	-$7.26K	0.18%	63
2023 Q1	$3.33M	Hold	46,631	–	–	0.19%	62
2022 Q4	$3.06M	Sell	46,631 -46	-0.1%	-$2.88K	0.18%	61
2022 Q3	$2.61M	Buy	46,677 +46	+0.1%	+$2.87K	0.17%	62
2022 Q2	$2.91M	Sell	46,631 -157	-0.3%	-$10.7K	0.17%	62
2022 Q1	$3.44M	Buy	46,788 +157	+0.3%	+$11.7K	0.17%	65
2021 Q4	$3.67M	Hold	46,631	–	–	0.18%	68
2021 Q3	$3.64M	Hold	46,631	–	–	0.2%	66
2021 Q2	$3.68M	Hold	46,631	–	–	0.19%	63
2021 Q1	$3.54M	Hold	46,631	–	–	0.2%	63
2020 Q4	$3.4M	Hold	46,631	–	–	0.21%	59
2020 Q3	$2.97M	Hold	46,631	–	–	0.21%	62
2020 Q2	$2.84M	Hold	46,631	–	–	0.21%	59
2020 Q1	$2.49M	Sell	46,631 -2,500	-5%	-$159K	0.21%	59
2019 Q4	$3.41M	Sell	49,131 -159	-0.3%	-$10.7K	0.23%	52
2019 Q3	$3.21M	Sell	49,290 -1,300	-3%	-$83.8K	0.24%	50
2019 Q2	$3.33M	Buy	50,590 +6,400	+14%	+$419K	0.25%	52
2019 Q1	$2.87M	Hold	44,190	–	–	0.21%	54
2018 Q4	$2.6M	Buy	44,190 +38,251	+644%	+$2.39M	0.21%	54
2018 Q3	$404K	Hold	5,939	–	–	0.03%	116
2018 Q2	$398K	Buy	5,939 +150	+3%	+$10.5K	0.03%	116
2018 Q1	$403K	Hold	5,789	–	–	0.03%	108
2017 Q4	$407K	Hold	5,789	–	–	0.03%	112
2017 Q3	$396K	Hold	5,789	–	–	0.03%	114
2017 Q2	$377K	Buy	5,789 +459	+9%	+$29.7K	0.03%	117
2017 Q1	$332K	Hold	5,330	–	–	0.03%	108
2016 Q4	$308K	Sell	5,330 -2,730	-34%	-$157K	0.03%	105
2016 Q3	$477K	Buy	8,060 +2,880	+56%	+$167K	0.05%	81
2016 Q2	$289K	Hold	5,180	–	–	0.03%	104
2016 Q1	$296K	Hold	5,180	–	–	0.03%	102
2015 Q4	$304K	Hold	5,180	–	–	0.04%	98
2015 Q3	$297K	Sell	5,180 -2,500	-33%	-$154K	0.04%	104
2015 Q2	$488K	Hold	7,680	–	–	0.05%	81
2015 Q1	$493K	Buy	7,680 +4,000	+109%	+$252K	0.06%	83
2014 Q4	$224K	Hold	3,680	–	–	0.03%	114
2014 Q3	$236K	Buy	+3,680	New	+$245K	0.03%	113

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

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

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

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

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

STALEY CAPITAL ADVISERS's EFA Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 40,500 shares worth $3.93M. The position accounts for 0.17% of the portfolio, ranked #62.

STALEY CAPITAL ADVISERS first reported a position in EFA in Q3 2014 and has held it in 47 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

STALEY CAPITAL ADVISERS held 40,500 shares of iShares MSCI EAFE ETF worth $3.93M as of Q1 2026.
STALEY CAPITAL ADVISERS left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.17% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #62 holding.
STALEY CAPITAL ADVISERS first reported a position in iShares MSCI EAFE ETF in Q3 2014 and has held it in 47 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.