Stone House Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Stone House Investment 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	$60K	Sell	618 -17	-3%	-$1.7K	0.01%	159
2025 Q4	$61K	Sell	635 -24,983	-98%	-$2.37M	0.01%	151
2025 Q3	$2.39M	Buy	25,618 +91	+0.4%	+$8.27K	0.4%	27
2025 Q2	$2.28M	Buy	25,527 +25,204	+7,803%	+$2.15M	0.42%	26
2025 Q1	$26.4K	Sell	323 -26,970	-99%	-$2.17M	0.01%	192
2024 Q4	$2.06M	Sell	27,293 -1,518	-5%	-$120K	0.52%	23
2024 Q3	$2.41M	Buy	28,811 +26,126	+973%	+$2.1M	0.5%	22
2024 Q2	$210K	Hold	2,685	–	–	0.05%	47
2024 Q1	$214K	Hold	2,685	–	–	0.05%	52
2023 Q4	$202K	Buy	+2,685	New	+$190K	0.07%	41

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

Stone House Investment Management's EFA Position: Q1 2026 in Review

Stone House Investment Management reduced its iShares MSCI EAFE ETF (EFA) stake by 2.7% in Q1 2026, selling an estimated $1.7K and leaving 618 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #159.

Stone House Investment Management first reported a position in EFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.41M in Q3 2024. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Stone House Investment Management held 618 shares of iShares MSCI EAFE ETF worth $60K as of Q1 2026.
Stone House Investment Management sold 17 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1.7K.
iShares MSCI EAFE ETF made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #159 holding.
Stone House Investment Management first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Stone House Investment Management's iShares MSCI EAFE ETF position peaked at $2.41M in Q3 2024.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.