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

Studio 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	$1.47M	Buy	14,106 +2,790	+25%	+$287K	0.25%	65
2026 Q1	$1.1M	Buy	11,316 +526	+5%	+$52.6K	0.2%	72
2025 Q4	$1.04M	Buy	10,790 +1,440	+15%	+$137K	0.19%	78
2025 Q3	$873K	Buy	9,350 +1,123	+14%	+$102K	0.16%	85
2025 Q2	$735K	Buy	8,227 +1,414	+21%	+$121K	0.15%	92
2025 Q1	$557K	Buy	6,813 +3,771	+124%	+$304K	0.12%	109
2024 Q4	$230K	Buy	3,042 +2,774	+1,035%	+$220K	0.05%	157
2024 Q3	$22.4K	Hold	268	–	–	﹤0.01%	223
2024 Q2	$21K	Hold	268	–	–	﹤0.01%	212
2024 Q1	$21.4K	Hold	268	–	–	0.01%	210
2023 Q4	$20.2K	Hold	268	–	–	0.01%	201
2023 Q3	$18.5K	Hold	268	–	–	0.01%	193
2023 Q2	$19.4K	Hold	268	–	–	0.01%	187
2023 Q1	$19.2K	Hold	268	–	–	0.01%	176
2022 Q4	$17.6K	Buy	+268	New	+$16.8K	0.01%	154

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Studio Investment Management increased its iShares MSCI EAFE ETF (EFA) stake by 25% in Q2 2026, buying an estimated $287K and bringing the position to 14,106 shares worth $1.47M. The position accounts for 0.25% of the portfolio, ranked #65.

Studio Investment Management first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Studio Investment Management held 14,106 shares of iShares MSCI EAFE ETF worth $1.47M as of Q2 2026.
Studio Investment Management bought 2,790 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $287K.
iShares MSCI EAFE ETF made up 0.25% of Studio Investment Management's portfolio in Q2 2026, its #65 holding.
Studio Investment Management first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.