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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
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 $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

Sterling Capital Management's EFA Position: Q1 2026 in Review

Sterling Capital Management increased its iShares MSCI EAFE ETF (EFA) stake by 209% in Q1 2026, buying an estimated $4.68M and bringing the position to 69,096 shares worth $6.71M. The position accounts for 0.13% of the portfolio, ranked #148.

Sterling Capital Management first reported a position in EFA in Q4 2013 and has held it in 27 quarters since. The position peaked at $285M in Q4 2015. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Sterling Capital Management held 69,096 shares of iShares MSCI EAFE ETF worth $6.71M as of Q1 2026.
  • Sterling Capital Management bought 46,754 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $4.68M.
  • iShares MSCI EAFE ETF made up 0.13% of Sterling Capital Management's portfolio in Q1 2026, its #148 holding.
  • Sterling Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 27 quarters since.
  • Sterling Capital Management's iShares MSCI EAFE ETF position peaked at $285M in Q4 2015.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.