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Sterling Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Sterling Capital Management’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 		$7.13M Sell
68,612
-484
-0.7% -$49.8K 0.12% 164
2026
Q1 		$6.71M Buy
69,096
+46,754
+209% +$4.68M 0.13% 148
2025
Q4 		$2.15M Sell
22,342
-238
-1% -$22.6K 0.03% 375
2025
Q3 		$2.11M Sell
22,580
-791
-3% -$71.9K 0.03% 375
2025
Q2 		$2.09M Sell
23,371
-1,073
-4% -$91.6K 0.03% 380
2025
Q1 		$2M Sell
24,444
-9,632
-28% -$776K 0.03% 361
2024
Q4 		$2.58M Sell
34,076
-40,513
-54% -$3.21M 0.04% 332
2024
Q3 		$6.24M Buy
+74,589
New +$6M 0.08% 166
2019
Q3 		$14.7M Sell
226,137
-7,482
-3% -$482K 0.14% 149
2019
Q2 		$15.4M Sell
233,619
-15,496
-6% -$1.01M 0.15% 145
2019
Q1 		$16.2M Sell
249,115
-81,078
-25% -$5.11M 0.16% 143
2018
Q4 		$19.4M Buy
330,193
+93,036
+39% +$5.81M 0.21% 128
2018
Q3 		$16.1M Sell
237,157
-29,014
-11% -$1.96M 0.15% 158
2018
Q2 		$17.8M Buy
266,171
+21,987
+9% +$1.54M 0.17% 151
2018
Q1 		$17M Sell
244,184
-11,281
-4% -$804K 0.16% 148
2017
Q4 		$18M Sell
255,465
-8,466
-3% -$589K 0.16% 148
2017
Q3 		$18.1M Buy
263,931
+23,037
+10% +$1.54M 0.17% 143
2017
Q2 		$15.7M Buy
240,894
+31,807
+15% +$2.06M 0.15% 148
2017
Q1 		$13M Buy
+209,087
New +$12.6M 0.12% 162
2016
Q1 		– Sell
-4,847,050
Closed -$285M – 930
2015
Q4 		$285M Buy
4,847,050
+309,419
+7% +$18.6M 2.52% 2
2015
Q3 		$260M Buy
4,537,631
+293,946
+7% +$18.1M 2.33% 2
2015
Q2 		$269M Sell
4,243,685
-14,797
-0.3% -$985K 2.43% 2
2015
Q1 		$273M Buy
4,258,482
+1,007,178
+31% +$63.4M 2.44% 2
2014
Q4 		$198M Sell
3,251,304
-49,977
-2% -$3.12M 1.72% 4
2014
Q3 		$212M Buy
3,301,281
+235,360
+8% +$15.7M 2.57% 2
2014
Q2 		$210M Buy
3,065,921
+43,739
+1% +$3M 1.81% 4
2014
Q1 		$203M Buy
3,022,182
+84,431
+3% +$5.58M 1.73% 4
2013
Q4 		$197M Buy
+2,937,751
New +$192M 1.81% 4

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Sterling Capital Management's EFA Position: Q2 2026 in Review

Sterling Capital Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.7% in Q2 2026, selling an estimated $49.8K and leaving 68,612 shares worth $7.13M. The position accounts for 0.12% of the portfolio, ranked #164.

Sterling Capital Management first reported a position in EFA in Q4 2013 and has held it in 28 quarters since. The position peaked at $285M in Q4 2015. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Sterling Capital Management held 68,612 shares of iShares MSCI EAFE ETF worth $7.13M as of Q2 2026.
  • Sterling Capital Management sold 484 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $49.8K.
  • iShares MSCI EAFE ETF made up 0.12% of Sterling Capital Management's portfolio in Q2 2026, its #164 holding.
  • Sterling Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 28 quarters since.
  • Sterling Capital Management's iShares MSCI EAFE ETF position peaked at $285M in Q4 2015.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.