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Ted Buchan & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

Ted Buchan & Co’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 		$16.8M Sell
172,884
-533
-0.3% -$53.3K 6.1% 2
2025
Q4 		$16.7M Buy
173,417
+15,091
+10% +$1.43M 6.11% 2
2025
Q3 		$14.8M Buy
158,326
+98,569
+165% +$8.96M 5.79% 2
2025
Q2 		$5.34M Buy
+59,757
New +$5.1M 2.12% 16
2024
Q2 		– Sell
-6,183
Closed -$494K – 91
2024
Q1 		$494K Buy
6,183
+753
+14% +$57.6K 0.3% 53
2023
Q4 		$409K Hold
5,430
– – 0.3% 53
2023
Q3 		$374K Buy
5,430
+223
+4% +$16K 0.3% 56
2023
Q2 		$378K Hold
5,207
– – 0.29% 57
2023
Q1 		$372K Hold
5,207
– – 0.31% 54
2022
Q4 		$342K Buy
+5,207
New +$326K 0.32% 57

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

Ted Buchan & Co's EFA Position: Q1 2026 in Review

Ted Buchan & Co reduced its iShares MSCI EAFE ETF (EFA) stake by 0.31% in Q1 2026, selling an estimated $53.3K and leaving 172,884 shares worth $16.8M. The position accounts for 6.1% of the portfolio, ranked #2.

Ted Buchan & Co first reported a position in EFA in Q4 2022 and has held it in 10 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Ted Buchan & Co held 172,884 shares of iShares MSCI EAFE ETF worth $16.8M as of Q1 2026.
  • Ted Buchan & Co sold 533 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $53.3K.
  • iShares MSCI EAFE ETF made up 6.1% of Ted Buchan & Co's portfolio in Q1 2026, its #2 holding.
  • Ted Buchan & Co first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 10 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.