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

Stratos 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
Q2 		$1.28M Sell
12,304
-176
-1% -$18.1K 0.05% 163
2026
Q1 		$1.21M Sell
12,480
-1,108
-8% -$111K 0.05% 163
2025
Q4 		$1.3M Buy
13,588
+254
+2% +$24.1K 0.05% 150
2025
Q3 		$1.24M Sell
13,334
-893
-6% -$81.2K 0.05% 155
2025
Q2 		$1.27M Sell
14,227
-3,983
-22% -$340K 0.06% 172
2025
Q1 		$1.49M Buy
18,210
+2,110
+13% +$170K 0.08% 136
2024
Q4 		$1.22M Buy
16,100
+12,237
+317% +$969K 0.07% 121
2024
Q3 		$323K Buy
+3,863
New +$311K 0.02% 193
2022
Q2 		– Sell
-4,912
Closed -$362K – 154
2022
Q1 		$362K Sell
4,912
-1,749
-26% -$131K 0.06% 130
2021
Q4 		$524K Sell
6,661
-1,877
-22% -$149K 0.08% 119
2021
Q3 		$666K Buy
+8,538
New +$683K 0.12% 119

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

Stratos Investment Management's EFA Position: Q2 2026 in Review

Stratos Investment Management reduced its iShares MSCI EAFE ETF (EFA) stake by 1.4% in Q2 2026, selling an estimated $18.1K and leaving 12,304 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #163.

Stratos Investment Management first reported a position in EFA in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.49M in Q1 2025. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Stratos Investment Management held 12,304 shares of iShares MSCI EAFE ETF worth $1.28M as of Q2 2026.
  • Stratos Investment Management sold 176 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $18.1K.
  • iShares MSCI EAFE ETF made up 0.05% of Stratos Investment Management's portfolio in Q2 2026, its #163 holding.
  • Stratos Investment Management first reported a position in iShares MSCI EAFE ETF in Q3 2021 and has held it in 11 quarters since.
  • Stratos Investment Management's iShares MSCI EAFE ETF position peaked at $1.49M in Q1 2025.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.