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	$348M	Buy	3,585,908 +781,408	+28%	+$78.2M	0.05%	374
2025 Q4	$269M	Sell	2,804,500 -1,065,400	-28%	-$101M	0.04%	435
2025 Q3	$361M	Buy	3,869,900 +475,600	+14%	+$43.2M	0.06%	326
2025 Q2	$303M	Sell	3,394,300 -1,497,900	-31%	-$128M	0.05%	364
2025 Q1	$400M	Sell	4,892,200 -4,732,100	-49%	-$381M	0.07%	267
2024 Q4	$728M	Buy	9,624,300 +5,480,500	+132%	+$434M	0.13%	144
2024 Q3	$347M	Sell	4,143,800 -1,881,600	-31%	-$151M	0.08%	250
2024 Q2	$472M	Buy	6,025,400 +1,546,200	+35%	+$122M	0.12%	163
2024 Q1	$358M	Sell	4,479,200 -485,200	-10%	-$37.1M	0.09%	222
2023 Q4	$374M	Buy	4,964,400 +3,342,100	+206%	+$236M	0.11%	183
2023 Q3	$112M	Sell	1,622,300 -49,500	-3%	-$3.55M	0.04%	461
2023 Q2	$121M	Sell	1,671,800 -1,274,000	-43%	-$92.5M	0.04%	420
2023 Q1	$211M	Buy	2,945,800 +621,700	+27%	+$43.5M	0.08%	242
2022 Q4	$153M	Sell	2,324,100 -298,200	-11%	-$18.7M	0.06%	340
2022 Q3	$147M	Sell	2,622,300 -7,687,300	-75%	-$479M	0.06%	304
2022 Q2	$644M	Buy	10,309,600 +6,688,700	+185%	+$455M	0.26%	81
2022 Q1	$266M	Sell	3,620,900 -461,800	-11%	-$34.5M	0.09%	231
2021 Q4	$321M	Sell	4,082,700 -209,500	-5%	-$16.6M	0.09%	217
2021 Q3	$335M	Sell	4,292,200 -6,455,600	-60%	-$516M	0.11%	194
2021 Q2	$848M	Buy	10,747,800 +6,155,000	+134%	+$489M	0.27%	74
2021 Q1	$348M	Sell	4,592,800 -3,453,200	-43%	-$260M	0.12%	185
2020 Q4	$587M	Buy	8,046,000 +3,052,700	+61%	+$209M	0.2%	117
2020 Q3	$318M	Sell	4,993,300 -2,286,400	-31%	-$146M	0.12%	178
2020 Q2	$443M	Buy	7,279,700 +2,215,000	+44%	+$128M	0.19%	123
2020 Q1	$271M	Sell	5,064,700 -9,357,800	-65%	-$594M	0.13%	168
2019 Q4	$1B	Buy	14,422,500 +3,009,300	+26%	+$203M	0.35%	58
2019 Q3	$744M	Sell	11,413,200 -2,135,900	-16%	-$138M	0.29%	73
2019 Q2	$891M	Sell	13,549,100 -1,809,700	-12%	-$118M	0.34%	64
2019 Q1	$996M	Sell	15,358,800 -4,348,900	-22%	-$274M	0.41%	48
2018 Q4	$1.16B	Buy	19,707,700 +5,029,200	+34%	+$314M	0.53%	29
2018 Q3	$998M	Buy	14,678,500 +801,400	+6%	+$54.1M	0.4%	47
2018 Q2	$929M	Buy	13,877,100 +3,061,200	+28%	+$215M	0.4%	43
2018 Q1	$754M	Buy	10,815,900 +406,300	+4%	+$29M	0.33%	61
2017 Q4	$732M	Buy	10,409,600 +912,300	+10%	+$63.4M	0.3%	74
2017 Q3	$650M	Sell	9,497,300 -3,425,300	-27%	-$229M	0.3%	69
2017 Q2	$843M	Sell	12,922,600 -1,012,600	-7%	-$65.5M	0.44%	39
2017 Q1	$868M	Buy	13,935,200 +8,496,400	+156%	+$514M	0.47%	31
2016 Q4	$314M	Buy	5,438,800 +1,641,300	+43%	+$94.6M	0.17%	137
2016 Q3	$225M	Sell	3,797,500 -1,434,600	-27%	-$83.2M	0.13%	177
2016 Q2	$292M	Buy	5,232,100 +3,013,900	+136%	+$173M	0.18%	128
2016 Q1	$127M	Buy	2,218,200 +262,200	+13%	+$14.5M	0.08%	237
2015 Q4	$115M	Sell	1,956,000 -2,004,800	-51%	-$121M	0.07%	265
2015 Q3	$227M	Sell	3,960,800 -116,400	-3%	-$7.19M	0.16%	141
2015 Q2	$259M	Sell	4,077,200 -1,545,200	-27%	-$103M	0.17%	133
2015 Q1	$361M	Sell	5,622,400 -852,300	-13%	-$53.7M	0.25%	86
2014 Q4	$394M	Buy	+6,474,700	New	+$404M	0.28%	69

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.