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

Trail Ridge 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 Q2	$2.1M	Hold	20,172	–	–	0.89%	28
2026 Q1	$1.96M	Hold	20,172	–	–	0.85%	29
2025 Q4	$1.94M	Hold	20,172	–	–	0.83%	31
2025 Q3	$1.88M	Hold	20,172	–	–	0.84%	30
2025 Q2	$1.77M	Buy	+20,172	New	+$1.72M	0.85%	30
2023 Q2	–	Sell	-5,075	Closed	-$363K	–	119
2023 Q1	$363K	Buy	+5,075	New	+$355K	0.24%	90
2022 Q4	–	Sell	-9,402	Closed	-$615K	–	120
2022 Q3	$615K	Sell	9,402 -18,116	-66%	-$1.13M	0.41%	69
2022 Q2	$1.72M	Buy	27,518 +19,788	+256%	+$1.35M	1.17%	20
2022 Q1	$569K	Buy	7,730 +1,175	+18%	+$87.9K	0.35%	81
2021 Q4	$516K	Buy	+6,555	New	+$519K	0.31%	84

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

Trail Ridge Investment Advisors's EFA Position: Q2 2026 in Review

Trail Ridge Investment Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 20,172 shares worth $2.1M. The position accounts for 0.89% of the portfolio, ranked #28.

Trail Ridge Investment Advisors first reported a position in EFA in Q4 2021 and has held it in 10 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Trail Ridge Investment Advisors held 20,172 shares of iShares MSCI EAFE ETF worth $2.1M as of Q2 2026.
Trail Ridge Investment Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.89% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #28 holding.
Trail Ridge Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 10 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.