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Strategic Global Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Strategic Global Advisors’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 		– Sell
-12,750
Closed -$1.24M – 134
2026
Q1 		$1.24M Buy
12,750
+10,292
+419% +$1.03M 0.2% 107
2025
Q4 		$236K Buy
+2,458
New +$233K 0.04% 137
2021
Q1 		– Sell
-77,749
Closed -$5.67M – 171
2020
Q4 		$5.67M Sell
77,749
-63,688
-45% -$4.36M 1% 30
2020
Q3 		$9M Buy
141,437
+18,150
+15% +$1.16M 1.69% 10
2020
Q2 		$7.5M Sell
123,287
-196,667
-61% -$11.4M 1.6% 15
2020
Q1 		$17.1M Buy
319,954
+243,492
+318% +$15.5M 4.4% 3
2019
Q4 		$5.31M Sell
76,462
-15,302
-17% -$1.03M 1.1% 24
2019
Q3 		$5.98M Sell
91,764
-101,103
-52% -$6.52M 1.35% 15
2019
Q2 		$12.7M Buy
192,867
+37,796
+24% +$2.47M 2.7% 4
2019
Q1 		$10.1M Buy
155,071
+115,812
+295% +$7.3M 2.12% 7
2018
Q4 		$2.31M Sell
39,259
-239,156
-86% -$14.9M 0.82% 26
2018
Q3 		$18.9M Buy
278,415
+58,636
+27% +$3.96M 5.75% 2
2018
Q2 		$15.3M Hold
219,779
– – 3.9% 4
2018
Q1 		$15.3M Sell
219,779
-75,238
-26% -$5.36M 5.24% 2
2017
Q4 		$20.7M Buy
295,017
+138,726
+89% +$9.65M 6.73% 3
2017
Q3 		$10.7M Sell
156,291
-126,774
-45% -$8.47M 4.1% 3
2017
Q2 		$18.5M Buy
283,065
+83,958
+42% +$5.43M 6.8% 2
2017
Q1 		$12.4M Sell
199,107
-86,411
-30% -$5.22M 4.47% 2
2016
Q4 		$16.5M Sell
285,518
-155,049
-35% -$8.94M 6.12% 2
2016
Q3 		$24.6M Hold
440,567
– – 9.18% 1
2016
Q2 		$24.6M Buy
440,567
+247,152
+128% +$14.2M 9.3% 1
2016
Q1 		$11.1M Sell
193,415
-80,465
-29% -$4.43M 4.7% 3
2015
Q4 		$16.1M Buy
273,880
+202,447
+283% +$12.2M 6.85% 1
2015
Q3 		$4.09M Sell
71,433
-197,645
-73% -$12.2M 1.96% 9
2015
Q2 		$17.1M Buy
269,078
+258,173
+2,367% +$17.2M 9.97% 2
2015
Q1 		$700K Buy
+10,905
New +$687K 0.52% 51

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

Strategic Global Advisors's EFA Position: Q2 2026 in Review

Strategic Global Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 12,750 shares — an estimated $1.24M sold.

Strategic Global Advisors first reported a position in EFA in Q1 2015 and held it in 26 quarters. The position peaked at $24.6M in Q3 2016. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Strategic Global Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Global Advisors sold 12,750 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.24M.
  • Strategic Global Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2015 and held it in 26 quarters.
  • Strategic Global Advisors's iShares MSCI EAFE ETF position peaked at $24.6M in Q3 2016.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Strategic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.