SS
EFA icon

Sunbelt Securities’s iShares MSCI EAFE ETF EFA Stock Holding History

Sunbelt Securities’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 		$1.15M Buy
11,847
+1,438
+14% +$144K 0.07% 231
2025
Q4 		$1,000K Buy
10,409
+633
+6% +$60K 0.07% 248
2025
Q3 		$913K Buy
9,776
+1,187
+14% +$108K 0.06% 256
2025
Q2 		$649K Buy
8,589
+2
+0% +$171 0.06% 295
2025
Q1 		$702K Sell
8,587
-2
-0% -$161 0.06% 251
2024
Q4 		$649K Buy
8,589
+26
+0.3% +$2.06K 0.06% 294
2024
Q3 		$716K Sell
8,563
-2
-0% -$161 0.07% 266
2024
Q2 		$671K Sell
8,565
-451
-5% -$35.7K 0.07% 262
2024
Q1 		$720K Sell
9,016
-329
-4% -$25.2K 0.08% 230
2023
Q4 		$704K Sell
9,345
-37
-0.4% -$2.62K 0.09% 242
2023
Q3 		$647K Buy
9,382
+531
+6% +$38K 0.09% 233
2023
Q2 		$642K Buy
8,851
+79
+0.9% +$5.74K 0.09% 234
2023
Q1 		$624K Sell
8,772
-12,419
-59% -$869K 0.1% 224
2022
Q4 		$1.39M Sell
21,191
-98
-0.5% -$6.14K 0.27% 95
2022
Q3 		$1.19M Buy
21,289
+480
+2% +$29.9K 0.25% 110
2022
Q2 		$1.3M Buy
20,809
+1,476
+8% +$100K 0.27% 99
2022
Q1 		$1.45M Buy
19,333
+169
+0.9% +$12.6K 0.26% 101
2021
Q4 		$1.47M Sell
19,164
-2,335
-11% -$185K 0.24% 105
2021
Q3 		$1.68M Hold
21,499
– – 0.3% 88
2021
Q2 		$1.68M Sell
21,499
-196
-0.9% -$15.6K 0.3% 88
2021
Q1 		$1.65M Sell
21,695
-8,744
-29% -$658K 0.32% 81
2020
Q4 		$2.22M Buy
30,439
+591
+2% +$40.4K 0.46% 52
2020
Q3 		$1.9M Sell
29,848
-357
-1% -$22.8K 0.53% 48
2020
Q2 		$1.84M Sell
30,205
-121,648
-80% -$7.03M 0.63% 38
2020
Q1 		$9.33M Buy
151,853
+111,788
+279% +$7.09M 0.4% 46
2019
Q4 		$952K Buy
40,065
+5,200
+15% +$351K 0.1% 207
2019
Q3 		$2.27M Buy
34,865
+29,731
+579% +$1.92M 0.26% 90
2019
Q2 		$337K Buy
5,134
+253
+5% +$16.6K 0.15% 182
2019
Q1 		$317K Sell
4,881
-345
-7% -$21.7K 0.16% 168
2018
Q4 		$307K Buy
5,226
+433
+9% +$27K 0.18% 154
2018
Q3 		$326K Sell
4,793
-50
-1% -$3.38K 0.17% 155
2018
Q2 		$324K Buy
4,843
+128
+3% +$8.97K 0.19% 147
2018
Q1 		$329K Buy
4,715
+969
+26% +$69.1K 0.3% 117
2017
Q4 		$263K Buy
+3,746
New +$260K 0.26% 135
2015
Q4 		– Sell
-3,508
Closed -$201K – 96
2015
Q3 		$201K Sell
3,508
-135
-4% -$8.33K 0.27% 87
2015
Q2 		$231K Sell
3,643
-478
-12% -$31.8K 0.32% 82
2015
Q1 		$247K Sell
4,121
-1,302
-24% -$82K 0.37% 64
2014
Q4 		$330K Buy
+5,423
New +$339K 0.43% 51

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

Sunbelt Securities's EFA Position: Q1 2026 in Review

Sunbelt Securities increased its iShares MSCI EAFE ETF (EFA) stake by 14% in Q1 2026, buying an estimated $144K and bringing the position to 11,847 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #231.

Sunbelt Securities first reported a position in EFA in Q4 2014 and has held it in 38 quarters since. The position peaked at $9.33M in Q1 2020. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Sunbelt Securities held 11,847 shares of iShares MSCI EAFE ETF worth $1.15M as of Q1 2026.
  • Sunbelt Securities bought 1,438 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $144K.
  • iShares MSCI EAFE ETF made up 0.07% of Sunbelt Securities's portfolio in Q1 2026, its #231 holding.
  • Sunbelt Securities first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 38 quarters since.
  • Sunbelt Securities's iShares MSCI EAFE ETF position peaked at $9.33M in Q1 2020.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.