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Triasima Portfolio Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Triasima Portfolio 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 		$1.66M Buy
16,023
+305
+2% +$31.4K 0.22% 89
2026
Q1 		$1.53M Sell
15,718
-1,032
-6% -$103K 0.23% 97
2025
Q4 		$1.61M Buy
16,750
+112
+0.7% +$10.6K 0.24% 90
2025
Q3 		$1.55M Sell
16,638
-158
-0.9% -$14.4K 0.23% 103
2025
Q2 		$1.5M Sell
16,796
-1,903
-10% -$162K 0.27% 92
2025
Q1 		$1.53M Sell
18,699
-43
-0.2% -$3.47K 0.3% 92
2024
Q4 		$1.42M Sell
18,742
-6,685
-26% -$529K 0.28% 95
2024
Q3 		$2.13M Buy
25,427
+292
+1% +$23.5K 0.48% 63
2024
Q2 		$1.97M Buy
25,135
+215
+0.9% +$17K 0.18% 80
2024
Q1 		$1.99M Buy
24,920
+540
+2% +$41.3K 0.17% 90
2023
Q4 		$1.84M Hold
24,380
– – 0.15% 81
2023
Q3 		$1.68M Buy
24,380
+910
+4% +$65.2K 0.15% 79
2023
Q2 		$2.25M Sell
23,470
-400
-2% -$29K 0.14% 77
2023
Q1 		$1.71M Buy
23,870
+2,720
+13% +$190K 0.14% 86
2022
Q4 		$1.39M Sell
21,150
-1,218
-5% -$76.3K 0.11% 87
2022
Q3 		$1.25M Sell
22,368
-387
-2% -$24.1K 0.1% 93
2022
Q2 		$1.42M Buy
22,755
+1,059
+5% +$72.1K 0.1% 81
2022
Q1 		$1.6M Buy
21,696
+170
+0.8% +$12.7K 0.08% 97
2021
Q4 		$1.69M Buy
21,526
+940
+5% +$74.4K 0.08% 101
2021
Q3 		$1.61M Buy
20,586
+360
+2% +$28.8K 0.09% 102
2021
Q2 		$1.59M Buy
20,226
+551
+3% +$43.8K 0.08% 107
2021
Q1 		$1.49M Sell
19,675
-75
-0.4% -$5.65K 0.08% 108
2020
Q4 		$1.44M Buy
+19,750
New +$1.35M 0.08% 93

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

Triasima Portfolio Management's EFA Position: Q2 2026 in Review

Triasima Portfolio Management increased its iShares MSCI EAFE ETF (EFA) stake by 1.9% in Q2 2026, buying an estimated $31.4K and bringing the position to 16,023 shares worth $1.66M. The position accounts for 0.22% of the portfolio, ranked #89.

Triasima Portfolio Management first reported a position in EFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.25M in Q2 2023. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Triasima Portfolio Management held 16,023 shares of iShares MSCI EAFE ETF worth $1.66M as of Q2 2026.
  • Triasima Portfolio Management bought 305 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $31.4K.
  • iShares MSCI EAFE ETF made up 0.22% of Triasima Portfolio Management's portfolio in Q2 2026, its #89 holding.
  • Triasima Portfolio Management first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Triasima Portfolio Management's iShares MSCI EAFE ETF position peaked at $2.25M in Q2 2023.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Triasima Portfolio Management's 13F filing for Q2 2026, filed 21 Jul 2026.