UBS Group’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
Q1 | $117M | Sell |
1,199,579
-453,221
| -27% | -$45.3M | 0.02% | 944 |
|
|
2025
Q4 | $159M | Sell |
1,652,800
-589,500
| -26% | -$55.9M | 0.03% | 697 |
|
|
2025
Q3 | $209M | Buy |
2,242,300
+1,290,000
| +135% | +$117M | 0.03% | 558 |
|
|
2025
Q2 | $85.1M | Sell |
952,300
-1,070,200
| -53% | -$91.4M | 0.01% | 1092 |
|
|
2025
Q1 | $165M | Sell |
2,022,500
-1,863,100
| -48% | -$150M | 0.03% | 614 |
|
|
2024
Q4 | $294M | Buy |
3,885,600
+1,528,900
| +65% | +$121M | 0.05% | 335 |
|
|
2024
Q3 | $197M | Sell |
2,356,700
-2,485,900
| -51% | -$200M | 0.04% | 421 |
|
|
2024
Q2 | $379M | Sell |
4,842,600
-768,100
| -14% | -$60.8M | 0.09% | 207 |
|
|
2024
Q1 | $448M | Buy |
5,610,700
+2,504,200
| +81% | +$192M | 0.11% | 169 |
|
|
2023
Q4 | $234M | Buy |
3,106,500
+301,500
| +11% | +$21.3M | 0.07% | 291 |
|
|
2023
Q3 | $193M | Buy |
2,805,000
+1,289,600
| +85% | +$92.4M | 0.07% | 295 |
|
|
2023
Q2 | $110M | Buy |
1,515,400
+986,100
| +186% | +$71.6M | 0.04% | 456 |
|
|
2023
Q1 | $37.9M | Sell |
529,300
-1,033,700
| -66% | -$72.3M | 0.01% | 935 |
|
|
2022
Q4 | $103M | Sell |
1,563,000
-162,300
| -9% | -$10.2M | 0.04% | 480 |
|
|
2022
Q3 | $96.6M | Buy |
1,725,300
+1,208,300
| +234% | +$75.3M | 0.04% | 435 |
|
|
2022
Q2 | $32.3M | Buy |
517,000
+138,400
| +37% | +$9.42M | 0.01% | 1023 |
|
|
2022
Q1 | $27.9M | Sell |
378,600
-1,357,700
| -78% | -$102M | 0.01% | 1198 |
|
|
2021
Q4 | $137M | Buy |
1,736,300
+472,300
| +37% | +$37.4M | 0.04% | 472 |
|
|
2021
Q3 | $98.6M | Sell |
1,264,000
-545,500
| -30% | -$43.6M | 0.03% | 538 |
|
|
2021
Q2 | $143M | Buy |
1,809,500
+313,400
| +21% | +$24.9M | 0.05% | 401 |
|
|
2021
Q1 | $114M | Sell |
1,496,100
-4,549,400
| -75% | -$343M | 0.04% | 461 |
|
|
2020
Q4 | $441M | Buy |
6,045,500
+4,639,200
| +330% | +$317M | 0.15% | 147 |
|
|
2020
Q3 | $89.5M | Sell |
1,406,300
-1,167,600
| -45% | -$74.7M | 0.03% | 436 |
|
|
2020
Q2 | $157M | Sell |
2,573,900
-83,500
| -3% | -$4.83M | 0.07% | 272 |
|
|
2020
Q1 | $142M | Sell |
2,657,400
-3,236,800
| -55% | -$205M | 0.07% | 267 |
|
|
2019
Q4 | $409M | Buy |
5,894,200
+3,285,100
| +126% | +$222M | 0.14% | 162 |
|
|
2019
Q3 | $170M | Buy |
2,609,100
+308,400
| +13% | +$19.9M | 0.07% | 279 |
|
|
2019
Q2 | $151M | Buy |
2,300,700
+213,300
| +10% | +$14M | 0.06% | 293 |
|
|
2019
Q1 | $135M | Sell |
2,087,400
-3,493,600
| -63% | -$220M | 0.06% | 303 |
|
|
2018
Q4 | $328M | Buy |
5,581,000
+3,834,200
| +219% | +$239M | 0.15% | 151 |
|
|
2018
Q3 | $119M | Buy |
1,746,800
+409,700
| +31% | +$27.7M | 0.05% | 355 |
|
|
2018
Q2 | $89.5M | Sell |
1,337,100
-890,000
| -40% | -$62.4M | 0.04% | 427 |
|
|
2018
Q1 | $155M | Sell |
2,227,100
-137,700
| -6% | -$9.82M | 0.07% | 281 |
|
|
2017
Q4 | $166M | Buy |
2,364,800
+1,681,800
| +246% | +$117M | 0.07% | 280 |
|
|
2017
Q3 | $46.8M | Sell |
683,000
-12,333,400
| -95% | -$824M | 0.02% | 621 |
|
|
2017
Q2 | $849M | Buy |
13,016,400
+9,913,300
| +319% | +$641M | 0.44% | 38 |
|
|
2017
Q1 | $193M | Buy |
3,103,100
+2,322,400
| +297% | +$140M | 0.11% | 220 |
|
|
2016
Q4 | $45.1M | Sell |
780,700
-1,883,200
| -71% | -$109M | 0.02% | 594 |
|
|
2016
Q3 | $158M | Sell |
2,663,900
-18,200
| -0.7% | -$1.06M | 0.09% | 229 |
|
|
2016
Q2 | $150M | Buy |
2,682,100
+2,092,500
| +355% | +$120M | 0.09% | 222 |
|
|
2016
Q1 | $33.7M | Sell |
589,600
-2,153,700
| -79% | -$119M | 0.02% | 615 |
|
|
2015
Q4 | $161M | Sell |
2,743,300
-2,494,900
| -48% | -$150M | 0.1% | 208 |
|
|
2015
Q3 | $300M | Buy |
5,238,200
+2,919,000
| +126% | +$180M | 0.21% | 99 |
|
|
2015
Q2 | $147M | Sell |
2,319,200
-306,700
| -12% | -$20.4M | 0.1% | 225 |
|
|
2015
Q1 | $169M | Sell |
2,625,900
-2,100,800
| -44% | -$132M | 0.12% | 199 |
|
|
2014
Q4 | $288M | Buy |
+4,726,700
| New | +$295M | 0.2% | 113 |
|
Other funds holding EFA
NMIMC
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.