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

Strategic Investment 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
Q1 		$1.54M Sell
15,817
-115
-0.7% -$11.5K 0.11% 98
2025
Q4 		$1.53M Sell
15,932
-159,761
-91% -$15.2M 0.13% 76
2025
Q3 		$1.45M Buy
175,693
+160,115
+1,028% +$14.6M 0.13% 79
2025
Q2 		$1.39M Buy
15,578
+24
+0.2% +$2.05K 0.14% 75
2025
Q1 		$1.27M Sell
15,554
-589
-4% -$47.5K 0.13% 87
2024
Q4 		$1.22M Sell
16,143
-29
-0.2% -$2.3K 0.13% 91
2024
Q3 		$1.35M Sell
16,172
-1,187
-7% -$95.5K 0.15% 87
2024
Q2 		$1.36M Sell
17,359
-3,218
-16% -$255K 0.17% 83
2024
Q1 		$1.64M Sell
20,577
-1,212
-6% -$92.7K 0.21% 69
2023
Q4 		$1.64M Sell
21,789
-1,088
-5% -$76.9K 0.24% 65
2023
Q3 		$1.58M Buy
+22,877
New +$1.64M 0.26% 58
2023
Q2 		– Sell
-24,280
Closed -$1.74M – 197
2023
Q1 		$1.74M Sell
24,280
-1,803
-7% -$126K 0.31% 52
2022
Q4 		$1.71M Sell
26,083
-5,623
-18% -$352K 0.36% 50
2022
Q3 		$1.77M Sell
31,706
-22,656
-42% -$1.41M 0.4% 47
2022
Q2 		$3.4M Buy
54,362
+51
+0.1% +$3.47K 0.68% 27
2022
Q1 		$4M Sell
54,311
-5,012
-8% -$375K 0.76% 28
2021
Q4 		$4.67M Sell
59,323
-578
-1% -$45.8K 0.9% 26
2021
Q3 		$4.67M Sell
59,901
-4,520
-7% -$362K 1.02% 25
2021
Q2 		$5.08M Sell
64,421
-53,726
-45% -$4.27M 1.16% 23
2021
Q1 		$8.96M Sell
118,147
-12,530
-10% -$943K 2.33% 11
2020
Q4 		$9.53M Sell
130,677
-68,189
-34% -$4.66M 2.75% 8
2020
Q3 		$12.7M Buy
198,866
+5,305
+3% +$339K 4.28% 3
2020
Q2 		$11.8M Sell
193,561
-33,678
-15% -$1.95M 4.45% 3
2020
Q1 		$12.1M Buy
227,239
+18,980
+9% +$1.2M 5.58% 2
2019
Q4 		$14.5M Buy
208,259
+10,304
+5% +$696K 5.98% 2
2019
Q3 		$13M Buy
197,955
+19,549
+11% +$1.26M 6.23% 2
2019
Q2 		$11.7M Buy
178,406
+29,306
+20% +$1.92M 6.41% 2
2019
Q1 		$9.67M Buy
149,100
+26,617
+22% +$1.68M 6.63% 2
2018
Q4 		$7.2M Buy
+122,483
New +$7.65M 6.47% 2

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

Strategic Investment Advisors's EFA Position: Q1 2026 in Review

Strategic Investment Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.72% in Q1 2026, selling an estimated $11.5K and leaving 15,817 shares worth $1.54M. The position accounts for 0.11% of the portfolio, ranked #98.

Strategic Investment Advisors first reported a position in EFA in Q4 2018 and has held it in 29 quarters since. The position peaked at $14.5M in Q4 2019. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Strategic Investment Advisors held 15,817 shares of iShares MSCI EAFE ETF worth $1.54M as of Q1 2026.
  • Strategic Investment Advisors sold 115 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $11.5K.
  • iShares MSCI EAFE ETF made up 0.11% of Strategic Investment Advisors's portfolio in Q1 2026, its #98 holding.
  • Strategic Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 29 quarters since.
  • Strategic Investment Advisors's iShares MSCI EAFE ETF position peaked at $14.5M in Q4 2019.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.