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Stephenson & Company’s iShares MSCI EAFE ETF EFA Stock Holding History

Stephenson & Company’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 		$992K Sell
10,218
-39
-0.4% -$3.9K 0.54% 19
2025
Q4 		$985K Hold
10,257
– – 0.54% 19
2025
Q3 		$958K Hold
10,257
– – 0.55% 19
2025
Q2 		$917K Sell
10,257
-49
-0.5% -$4.18K 0.56% 19
2025
Q1 		$842K Hold
10,306
– – 0.55% 19
2024
Q4 		$779K Hold
10,306
– – 0.52% 19
2024
Q3 		$862K Hold
10,306
– – 0.58% 19
2024
Q2 		$807K Hold
10,306
– – 0.6% 19
2024
Q1 		$823K Buy
10,306
+407
+4% +$31.1K 0.6% 19
2023
Q4 		$746K Buy
+9,899
New +$700K 0.63% 19

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

Stephenson & Company's EFA Position: Q1 2026 in Review

Stephenson & Company reduced its iShares MSCI EAFE ETF (EFA) stake by 0.38% in Q1 2026, selling an estimated $3.9K and leaving 10,218 shares worth $992K. The position accounts for 0.54% of the portfolio, ranked #19.

Stephenson & Company first reported a position in EFA in Q4 2023 and has held it in 10 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Stephenson & Company held 10,218 shares of iShares MSCI EAFE ETF worth $992K as of Q1 2026.
  • Stephenson & Company sold 39 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $3.9K.
  • iShares MSCI EAFE ETF made up 0.54% of Stephenson & Company's portfolio in Q1 2026, its #19 holding.
  • Stephenson & Company first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Stephenson & Company's 13F filing for Q1 2026, filed 12 May 2026.