UBS AM’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.98M | Sell |
86,458
-25,514
| -23% | -$2.62M | ﹤0.01% | 1302 |
|
|
2026
Q1 | $10.9M | Buy |
111,972
+85,735
| +327% | +$8.58M | ﹤0.01% | 1148 |
|
|
2025
Q4 | $2.52M | Buy |
+26,237
| New | +$2.49M | ﹤0.01% | 1794 |
|
|
2020
Q1 | – | Sell |
-7,800
| Closed | -$542K | – | 2480 |
|
|
2019
Q4 | $542K | Sell |
7,800
-90,290
| -92% | -$6.1M | ﹤0.01% | 2204 |
|
|
2019
Q3 | $6.4M | Buy |
98,090
+6,108
| +7% | +$394K | ﹤0.01% | 1112 |
|
|
2019
Q2 | $6.05M | Buy |
91,982
+6,232
| +7% | +$408K | ﹤0.01% | 1134 |
|
|
2019
Q1 | $5.56M | Sell |
85,750
-21,806
| -20% | -$1.37M | ﹤0.01% | 1110 |
|
|
2018
Q4 | $6.32M | Sell |
107,556
-32,574
| -23% | -$2.03M | 0.01% | 1009 |
|
|
2018
Q3 | $9.53M | Sell |
140,130
-5,713
| -4% | -$386K | 0.01% | 946 |
|
|
2018
Q2 | $9.77M | Sell |
145,843
-49,862
| -25% | -$3.5M | 0.01% | 954 |
|
|
2018
Q1 | $13.6M | Buy |
195,705
+11,838
| +6% | +$844K | 0.01% | 850 |
|
|
2017
Q4 | $12.9M | Buy |
183,867
+5,545
| +3% | +$386K | 0.01% | 850 |
|
|
2017
Q3 | $12.2M | Buy |
178,322
+11,179
| +7% | +$747K | 0.01% | 855 |
|
|
2017
Q2 | $10.9M | Buy |
167,143
+26,075
| +18% | +$1.69M | 0.01% | 885 |
|
|
2017
Q1 | $8.79M | Buy |
141,068
+37,043
| +36% | +$2.24M | 0.01% | 908 |
|
|
2016
Q4 | $6.01M | Buy |
104,025
+54,043
| +108% | +$3.12M | 0.01% | 960 |
|
|
2016
Q3 | $2.96M | Sell |
49,982
-220,577
| -82% | -$12.8M | ﹤0.01% | 1218 |
|
|
2016
Q2 | $15.1M | Sell |
270,559
-6,377
| -2% | -$367K | 0.02% | 773 |
|
|
2016
Q1 | $15.8M | Sell |
276,936
-34,214
| -11% | -$1.89M | 0.02% | 737 |
|
|
2015
Q4 | $18.3M | Buy |
311,150
+111,006
| +55% | +$6.69M | 0.02% | 702 |
|
|
2015
Q3 | $11.5M | Buy |
200,144
+9,771
| +5% | +$603K | 0.01% | 836 |
|
|
2015
Q2 | $12.1M | Sell |
190,373
-8,360
| -4% | -$557K | 0.01% | 837 |
|
|
2015
Q1 | $12.8M | Sell |
198,733
-418,700
| -68% | -$26.4M | 0.01% | 817 |
|
|
2014
Q4 | $37.6M | Buy |
617,433
+51,531
| +9% | +$3.22M | 0.04% | 504 |
|
|
2014
Q3 | $36.3M | Buy |
565,902
+49,875
| +10% | +$3.33M | 0.04% | 514 |
|
|
2014
Q2 | $35.3M | Buy |
516,027
+36,469
| +8% | +$2.5M | 0.04% | 519 |
|
|
2014
Q1 | $32.2M | Sell |
479,558
-19,334
| -4% | -$1.28M | 0.03% | 520 |
|
|
2013
Q4 | $33.5M | Sell |
498,892
-4,906
| -1% | -$321K | 0.04% | 469 |
|
|
2013
Q3 | $32.1M | Buy |
503,798
+109,781
| +28% | +$6.73M | 0.04% | 453 |
|
|
2013
Q2 | $22.6M | Buy |
+394,017
| New | +$23.8M | 0.03% | 536 |
|
Other funds holding EFA
NMIMC
UBS AM's EFA Position: Q2 2026 in Review
UBS AM reduced its iShares MSCI EAFE ETF (EFA) stake by 23% in Q2 2026, selling an estimated $2.62M and leaving 86,458 shares worth $8.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1302.
UBS AM first reported a position in EFA in Q2 2013 and has held it in 30 quarters since. The position peaked at $37.6M in Q4 2014. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.
- UBS AM held 86,458 shares of iShares MSCI EAFE ETF worth $8.98M as of Q2 2026.
- UBS AM sold 25,514 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.62M.
- iShares MSCI EAFE ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1302 holding.
- UBS AM first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 30 quarters since.
- UBS AM's iShares MSCI EAFE ETF position peaked at $37.6M in Q4 2014.
- 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.
Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.