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Verger Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Verger Capital Management’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 		$30.9M Sell
297,494
-8,754
-3% -$900K 9.05% 5
2026
Q1 		$29.7M Hold
306,248
– – 8.77% 5
2025
Q4 		$29.4M Buy
306,248
+16,106
+6% +$1.53M 8.71% 5
2025
Q3 		$27.1M Buy
290,142
+9,610
+3% +$874K 8.79% 5
2025
Q2 		$25.1M Buy
280,532
+762
+0.3% +$65.1K 9.87% 5
2025
Q1 		$22.9M Buy
279,770
+20,313
+8% +$1.64M 10.06% 5
2024
Q4 		$19.6M Buy
259,457
+2,124
+0.8% +$168K 9.78% 5
2024
Q3 		$21.5M Sell
257,333
-22,290
-8% -$1.79M 10.65% 5
2024
Q2 		$21.9M Buy
279,623
+3,063
+1% +$243K 11.17% 4
2024
Q1 		$22.1M Sell
276,560
-4,035
-1% -$309K 11.28% 4
2023
Q4 		$21.1M Buy
280,595
+99,676
+55% +$7.04M 11.8% 4
2023
Q3 		$12.5M Sell
180,919
-142,285
-44% -$10.2M 11.02% 5
2023
Q2 		$23.4M Buy
323,204
+6,672
+2% +$484K 14.55% 2
2023
Q1 		$22.6M Sell
316,532
-17,875
-5% -$1.25M 12.21% 2
2022
Q4 		$22M Buy
334,407
+8,151
+2% +$511K 12.31% 2
2022
Q3 		$18.3M Buy
326,256
+81,860
+33% +$5.1M 12.05% 2
2022
Q2 		$15.3M Buy
244,396
+5,685
+2% +$387K 11.36% 2
2022
Q1 		$17.6M Buy
238,711
+492
+0.2% +$36.8K 13.77% 2
2021
Q4 		$18.7M Buy
238,219
+2,126
+0.9% +$168K 14.44% 2
2021
Q3 		$18.4M Buy
236,093
+2,900
+1% +$232K 15.02% 2
2021
Q2 		$18.4M Buy
233,193
+5,901
+3% +$469K 15.06% 3
2021
Q1 		$17.2M Hold
227,292
– – 14.82% 3
2020
Q4 		$16.6M Buy
227,292
+2,160
+1% +$148K 14.53% 3
2020
Q3 		$14.3M Hold
225,132
– – 12.84% 4
2020
Q2 		$13.7M Sell
225,132
-94,448
-30% -$5.46M 11.21% 4
2020
Q1 		$17.1M Sell
319,580
-18,409
-5% -$1.17M 13.25% 4
2019
Q4 		$23.5M Sell
337,989
-4,306
-1% -$291K 11.5% 3
2019
Q3 		$22.3M Sell
342,295
-15,365
-4% -$990K 11.92% 3
2019
Q2 		$23.5M Sell
357,660
-105,052
-23% -$6.87M 12.47% 3
2019
Q1 		$30M Hold
462,712
– – 15.99% 3
2018
Q4 		$27.2M Sell
462,712
-148,699
-24% -$9.29M 14.89% 3
2018
Q3 		$41.6M Sell
611,411
-176,638
-22% -$11.9M 18.83% 2
2018
Q2 		$52.8M Buy
788,049
+52,628
+7% +$3.69M 20.97% 2
2018
Q1 		$51.2M Sell
735,421
-67,424
-8% -$4.81M 21.37% 2
2017
Q4 		$56.4M Buy
802,845
+8,083
+1% +$562K 22.02% 2
2017
Q3 		$54.4M Buy
794,762
+77,058
+11% +$5.15M 21.34% 2
2017
Q2 		$46.8M Buy
717,704
+5,033
+0.7% +$326K 20.35% 2
2017
Q1 		$44.4M Buy
712,671
+47,000
+7% +$2.84M 19.73% 2
2016
Q4 		$38.4M Buy
665,671
+4,545
+0.7% +$262K 17.04% 3
2016
Q3 		$39.1M Sell
661,126
-38,000
-5% -$2.2M 17.46% 2
2016
Q2 		$39M Buy
699,126
+39,930
+6% +$2.3M 16.26% 3
2016
Q1 		$37.7M Sell
659,196
-18,000
-3% -$992K 17.24% 2
2015
Q4 		$39.8M Buy
677,196
+3,955
+0.6% +$238K 20.28% 2
2015
Q3 		$38.6M Buy
673,241
+27,491
+4% +$1.7M 21.28% 2
2015
Q2 		$41M Buy
645,750
+67,800
+12% +$4.51M 20.09% 2
2015
Q1 		$37.1M Buy
577,950
+204,150
+55% +$12.9M 17.83% 2
2014
Q4 		$22.7M Buy
+373,800
New +$23.3M 15.06% 2

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

Verger Capital Management's EFA Position: Q2 2026 in Review

Verger Capital Management reduced its iShares MSCI EAFE ETF (EFA) stake by 2.9% in Q2 2026, selling an estimated $900K and leaving 297,494 shares worth $30.9M. The position accounts for 9.05% of the portfolio, ranked #5.

Verger Capital Management first reported a position in EFA in Q4 2014 and has held it in 47 quarters since. The position peaked at $56.4M in Q4 2017. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Verger Capital Management held 297,494 shares of iShares MSCI EAFE ETF worth $30.9M as of Q2 2026.
  • Verger Capital Management sold 8,754 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $900K.
  • iShares MSCI EAFE ETF made up 9.05% of Verger Capital Management's portfolio in Q2 2026, its #5 holding.
  • Verger Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 47 quarters since.
  • Verger Capital Management's iShares MSCI EAFE ETF position peaked at $56.4M in Q4 2017.
  • 2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Verger Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.