Stelac Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Stelac Advisory Services’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	$914K	Buy	9,415 +2,000	+27%	+$200K	0.19%	77
2025 Q4	$712K	Hold	7,415	–	–	0.25%	51
2025 Q3	$692K	Hold	7,415	–	–	0.24%	53
2025 Q2	$663K	Hold	7,415	–	–	0.25%	53
2025 Q1	$606K	Hold	7,415	–	–	0.25%	56
2024 Q4	$561K	Hold	7,415	–	–	0.22%	57
2024 Q3	$620K	Hold	7,415	–	–	0.25%	52
2024 Q2	$581K	Hold	7,415	–	–	0.24%	55
2024 Q1	$592K	Hold	7,415	–	–	0.28%	50
2023 Q4	$559K	Hold	7,415	–	–	0.3%	48
2023 Q3	$510K	Hold	7,415	–	–	0.28%	58
2023 Q2	$547K	Hold	7,415	–	–	0.24%	79
2023 Q1	$530K	Hold	7,415	–	–	0.23%	78
2022 Q4	$487K	Hold	7,415	–	–	0.22%	80
2022 Q3	$415K	Hold	7,415	–	–	0.19%	96
2022 Q2	$463K	Hold	7,415	–	–	0.19%	88
2022 Q1	$546K	Hold	7,415	–	–	0.2%	55
2021 Q4	$583K	Hold	7,415	–	–	0.16%	81
2021 Q3	$578K	Hold	7,415	–	–	0.16%	96
2021 Q2	$585K	Hold	7,415	–	–	0.13%	119
2021 Q1	$563K	Hold	7,415	–	–	0.21%	92
2020 Q4	$541K	Hold	7,415	–	–	0.14%	104
2020 Q3	$472K	Hold	7,415	–	–	0.16%	88
2020 Q2	$451K	Hold	7,415	–	–	0.17%	66
2020 Q1	$396K	Hold	7,415	–	–	0.19%	60
2019 Q4	$515K	Hold	7,415	–	–	0.37%	37
2019 Q3	$484K	Hold	7,415	–	–	0.34%	35
2019 Q2	$487K	Hold	7,415	–	–	0.37%	31
2019 Q1	$436K	Hold	7,415	–	–	0.21%	33
2018 Q4	$436K	Hold	7,415	–	–	0.21%	33
2018 Q3	$504K	Hold	7,415	–	–	0.15%	42
2018 Q2	$497K	Hold	7,415	–	–	0.14%	44
2018 Q1	$517K	Hold	7,415	–	–	0.16%	37
2017 Q4	$521K	Hold	7,415	–	–	0.22%	28
2017 Q3	$508K	Hold	7,415	–	–	0.15%	44
2017 Q2	$483K	Hold	7,415	–	–	0.16%	35
2017 Q1	$462K	Hold	7,415	–	–	0.15%	36
2016 Q4	$428K	Hold	7,415	–	–	0.14%	41
2016 Q3	$438K	Sell	7,415 -850	-10%	-$49.3K	0.14%	30
2016 Q2	$461K	Buy	8,265 +850	+11%	+$48.9K	0.14%	30
2016 Q1	$424K	Sell	7,415 -850	-10%	-$46.8K	0.14%	25
2015 Q4	$486K	Hold	8,265	–	–	0.15%	26
2015 Q3	$474K	Buy	8,265 +850	+11%	+$52.5K	0.13%	26
2015 Q2	$471K	Hold	7,415	–	–	0.12%	26
2015 Q1	$476K	Hold	7,415	–	–	0.13%	27
2014 Q4	$451K	Sell	7,415 -1,000	-12%	-$62.4K	0.13%	25
2014 Q3	$540K	Sell	8,415 -800	-9%	-$53.4K	0.17%	23
2014 Q2	$630K	Sell	9,215 -1,600	-15%	-$110K	0.24%	23
2014 Q1	$726K	Sell	10,815 -535	-5%	-$35.4K	0.28%	22
2013 Q4	$761K	Sell	11,350 -150	-1%	-$9.8K	0.38%	22
2013 Q3	$734K	Hold	11,500	–	–	0.38%	21
2013 Q2	$660K	Buy	+11,500	New	+$695K	0.4%	21

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

Stelac Advisory Services's EFA Position: Q1 2026 in Review

Stelac Advisory Services increased its iShares MSCI EAFE ETF (EFA) stake by 27% in Q1 2026, buying an estimated $200K and bringing the position to 9,415 shares worth $914K. The position accounts for 0.19% of the portfolio, ranked #77.

Stelac Advisory Services first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Stelac Advisory Services held 9,415 shares of iShares MSCI EAFE ETF worth $914K as of Q1 2026.
Stelac Advisory Services bought 2,000 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $200K.
iShares MSCI EAFE ETF made up 0.19% of Stelac Advisory Services's portfolio in Q1 2026, its #77 holding.
Stelac Advisory Services first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.