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Trivant Custom Portfolio Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Trivant Custom Portfolio Group’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 		$425K Buy
4,093
+8
+0.2% +$823 0.23% 73
2026
Q1 		$397K Buy
4,085
+390
+11% +$39K 0.22% 74
2025
Q4 		$355K Sell
3,695
-186
-5% -$17.6K 0.2% 69
2025
Q3 		$362K Buy
3,881
+125
+3% +$11.4K 0.19% 75
2025
Q2 		$336K Buy
3,756
+375
+11% +$32K 0.18% 77
2025
Q1 		$276K Buy
3,381
+812
+32% +$65.4K 0.16% 74
2024
Q4 		$194K Buy
2,569
+60
+2% +$4.75K 0.11% 69
2024
Q3 		$210K Buy
2,509
+28
+1% +$2.25K 0.12% 67
2024
Q2 		$194K Buy
2,481
+65
+3% +$5.15K 0.12% 67
2024
Q1 		$193K Buy
2,416
+1,407
+139% +$108K 0.12% 60
2023
Q4 		$76K Sell
1,009
-1,369
-58% -$96.8K 0.05% 83
2023
Q3 		$164K Buy
2,378
+356
+18% +$25.5K 0.12% 53
2023
Q2 		$147K Buy
2,022
+188
+10% +$13.7K 0.1% 58
2023
Q1 		$131K Buy
+1,834
New +$128K 0.09% 64

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

Trivant Custom Portfolio Group's EFA Position: Q2 2026 in Review

Trivant Custom Portfolio Group increased its iShares MSCI EAFE ETF (EFA) stake by 0.2% in Q2 2026, buying an estimated $823 and bringing the position to 4,093 shares worth $425K. The position accounts for 0.23% of the portfolio, ranked #73.

Trivant Custom Portfolio Group first reported a position in EFA in Q1 2023 and has held it in 14 quarters since. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Trivant Custom Portfolio Group held 4,093 shares of iShares MSCI EAFE ETF worth $425K as of Q2 2026.
  • Trivant Custom Portfolio Group bought 8 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $823.
  • iShares MSCI EAFE ETF made up 0.23% of Trivant Custom Portfolio Group's portfolio in Q2 2026, its #73 holding.
  • Trivant Custom Portfolio Group first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.