Vestmark Advisory Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Vestmark Advisory Solutions’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	$6.04M	Sell	58,150 -4,084	-7%	-$420K	0.06%	328
2026 Q1	$6.04M	Sell	62,234 -16,583	-21%	-$1.66M	0.07%	302
2025 Q4	$7.57M	Buy	78,817 +60,312	+326%	+$5.72M	0.1%	206
2025 Q3	$1.73M	Sell	18,505 -136,781	-88%	-$12.4M	0.03%	437
2025 Q2	$13.9M	Buy	+155,286	New	+$13.3M	0.2%	100
2025 Q1	–	Sell	-54,515	Closed	-$4.12M	–	635
2024 Q4	$4.12M	Buy	+54,515	New	+$4.32M	0.14%	154
2024 Q1	–	Sell	-4,328	Closed	-$326K	–	535
2023 Q4	$326K	Buy	+4,328	New	+$306K	0.02%	398
2023 Q1	–	Sell	-45,605	Closed	-$2.99M	–	869
2022 Q4	$2.99M	Buy	45,605 +38,999	+590%	+$2.44M	0.15%	197
2022 Q3	$370K	Buy	6,606 +495	+8%	+$30.9K	0.02%	609
2022 Q2	$382K	Buy	+6,111	New	+$416K	0.02%	598
2022 Q1	–	Sell	-30,680	Closed	-$2.41M	–	868
2021 Q4	$2.41M	Buy	30,680 +25,410	+482%	+$2.01M	0.14%	187
2021 Q3	$411K	Sell	5,270 -71	-1%	-$5.68K	0.03%	565
2021 Q2	$421K	Buy	+5,341	New	+$424K	0.03%	531
2021 Q1	–	Sell	-3,698	Closed	-$270K	–	725
2020 Q4	$270K	Sell	3,698 -300	-8%	-$20.5K	0.03%	503
2020 Q3	$254K	Sell	3,998 -72	-2%	-$4.61K	0.03%	472
2020 Q2	$248K	Sell	4,070 -11,779	-74%	-$681K	0.04%	460
2020 Q1	$847K	Buy	+15,849	New	+$1.01M	0.17%	176
2019 Q4	–	Sell	-4,724	Closed	-$308K	–	334
2019 Q3	$308K	Sell	4,724 -721	-13%	-$46.5K	0.05%	404
2019 Q2	$358K	Sell	5,445 -690	-11%	-$45.2K	0.06%	354
2019 Q1	$398K	Buy	+6,135	New	+$387K	0.07%	326

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Vestmark Advisory Solutions's EFA Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its iShares MSCI EAFE ETF (EFA) stake by 6.6% in Q2 2026, selling an estimated $420K and leaving 58,150 shares worth $6.04M. The position accounts for 0.06% of the portfolio, ranked #328.

Vestmark Advisory Solutions first reported a position in EFA in Q1 2019 and has held it in 20 quarters since. The position peaked at $13.9M in Q2 2025. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Vestmark Advisory Solutions held 58,150 shares of iShares MSCI EAFE ETF worth $6.04M as of Q2 2026.
Vestmark Advisory Solutions sold 4,084 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $420K.
iShares MSCI EAFE ETF made up 0.06% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #328 holding.
Vestmark Advisory Solutions first reported a position in iShares MSCI EAFE ETF in Q1 2019 and has held it in 20 quarters since.
Vestmark Advisory Solutions's iShares MSCI EAFE ETF position peaked at $13.9M in Q2 2025.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.