UBS Group’s iShares MSCI EAFE ETF EFA Stock Holding History

UBS 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 Q1	$1.41B	Buy	14,559,836 +2,793,689	+24%	+$280M	0.21%	77
2025 Q4	$1.13B	Sell	11,766,147 -230,720	-2%	-$21.9M	0.18%	98
2025 Q3	$1.12B	Buy	11,996,867 +72,028	+0.6%	+$6.55M	0.18%	92
2025 Q2	$1.07B	Buy	11,924,839 +932,421	+8%	+$79.6M	0.18%	91
2025 Q1	$898M	Sell	10,992,418 -673,072	-6%	-$54.2M	0.17%	107
2024 Q4	$882M	Buy	11,665,490 +849,254	+8%	+$67.3M	0.16%	116
2024 Q3	$905M	Sell	10,816,236 -67,710	-0.6%	-$5.45M	0.2%	95
2024 Q2	$853M	Sell	10,883,946 -34,423	-0.3%	-$2.73M	0.21%	90
2024 Q1	$872M	Sell	10,918,369 -674,393	-6%	-$51.6M	0.22%	81
2023 Q4	$874M	Sell	11,592,762 -2,932,846	-20%	-$207M	0.26%	69
2023 Q3	$1B	Buy	14,525,608 +2,979,455	+26%	+$213M	0.35%	49
2023 Q2	$837M	Sell	11,546,153 -968,057	-8%	-$70.3M	0.28%	75
2023 Q1	$895M	Buy	12,514,210 +2,270,055	+22%	+$159M	0.33%	59
2022 Q4	$672M	Sell	10,244,155 -2,196,027	-18%	-$138M	0.25%	79
2022 Q3	$697M	Buy	12,440,182 +1,334,663	+12%	+$83.2M	0.31%	64
2022 Q2	$694M	Sell	11,105,519 -353,424	-3%	-$24.1M	0.29%	71
2022 Q1	$843M	Buy	11,458,943 +900,317	+9%	+$67.3M	0.28%	72
2021 Q4	$831M	Sell	10,558,626 -7,941	-0.1%	-$629K	0.24%	91
2021 Q3	$824M	Sell	10,566,567 -230,412	-2%	-$18.4M	0.26%	76
2021 Q2	$852M	Sell	10,796,979 -422,727	-4%	-$33.6M	0.27%	73
2021 Q1	$851M	Sell	11,219,706 -560,156	-5%	-$42.2M	0.28%	67
2020 Q4	$859M	Sell	11,779,862 -16,299,830	-58%	-$1.11B	0.29%	68
2020 Q3	$1.79B	Sell	28,079,692 -2,833,301	-9%	-$181M	0.67%	19
2020 Q2	$1.88B	Sell	30,912,993 -1,700,154	-5%	-$98.3M	0.79%	15
2020 Q1	$1.74B	Buy	32,613,147 +3,831,234	+13%	+$243M	0.82%	12
2019 Q4	$2B	Sell	28,781,913 -486,759	-2%	-$32.9M	0.7%	16
2019 Q3	$1.91B	Sell	29,268,672 -1,076,058	-4%	-$69.3M	0.73%	12
2019 Q2	$1.99B	Sell	30,344,730 -4,806,672	-14%	-$315M	0.77%	12
2019 Q1	$2.28B	Buy	35,151,402 +896,713	+3%	+$56.5M	0.94%	8
2018 Q4	$2.01B	Sell	34,254,689 -1,322,347	-4%	-$82.6M	0.91%	7
2018 Q3	$2.42B	Buy	35,577,036 +607,608	+2%	+$41M	0.96%	7
2018 Q2	$2.34B	Buy	34,969,428 +1,013,510	+3%	+$71.1M	1.01%	6
2018 Q1	$2.37B	Buy	33,955,918 +2,331,225	+7%	+$166M	1.02%	6
2017 Q4	$2.22B	Buy	31,624,693 +1,099,571	+4%	+$76.5M	0.91%	8
2017 Q3	$2.09B	Buy	30,525,122 +36,796	+0.1%	+$2.46M	0.97%	6
2017 Q2	$1.99B	Sell	30,488,326 -1,528,018	-5%	-$98.9M	1.03%	5
2017 Q1	$1.99B	Buy	32,016,344 +1,707,628	+6%	+$103M	1.09%	5
2016 Q4	$1.75B	Buy	30,308,716 +1,729,987	+6%	+$99.8M	0.97%	5
2016 Q3	$1.69B	Buy	28,578,729 +514,169	+2%	+$29.8M	1.01%	5
2016 Q2	$1.57B	Buy	28,064,560 +1,919,689	+7%	+$110M	0.98%	6
2016 Q1	$1.49B	Buy	26,144,871 +5,766,069	+28%	+$318M	1%	8
2015 Q4	$1.2B	Buy	20,378,802 +1,080,636	+6%	+$65.1M	0.78%	9
2015 Q3	$1.11B	Buy	19,298,166 +33,916	+0.2%	+$2.09M	0.78%	9
2015 Q2	$1.22B	Buy	19,264,250 +8,514,570	+79%	+$567M	0.81%	6
2015 Q1	$690M	Buy	10,749,680 +786,217	+8%	+$49.5M	0.48%	24
2014 Q4	$606M	Buy	+9,963,463	New	+$622M	0.42%	33

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

UBS Group's EFA Position: Q1 2026 in Review

UBS Group increased its iShares MSCI EAFE ETF (EFA) stake by 24% in Q1 2026, buying an estimated $280M and bringing the position to 14,559,836 shares worth $1.41B. The position accounts for 0.21% of the portfolio, ranked #77.

UBS Group first reported a position in EFA in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.42B in Q3 2018. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

UBS Group held 14,559,836 shares of iShares MSCI EAFE ETF worth $1.41B as of Q1 2026.
UBS Group bought 2,793,689 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $280M.
iShares MSCI EAFE ETF made up 0.21% of UBS Group's portfolio in Q1 2026, its #77 holding.
UBS Group first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's iShares MSCI EAFE ETF position peaked at $2.42B in Q3 2018.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.