Vontobel Holding
EFA icon

Vontobel Holding’s iShares MSCI EAFE ETF EFA Stock Holding History

Vontobel Holding’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 		$937K Sell
9,643
-246
-2% -$24.6K ﹤0.01% 675
2025
Q4 		$950K Sell
9,889
-2,653
-21% -$252K ﹤0.01% 772
2025
Q3 		$1.17M Buy
12,542
+3,275
+35% +$298K ﹤0.01% 672
2025
Q2 		$828K Sell
9,267
-2,015
-18% -$172K ﹤0.01% 743
2025
Q1 		$922K Sell
11,282
-2,500
-18% -$201K ﹤0.01% 613
2024
Q4 		$1.04M Buy
13,782
+7,810
+131% +$619K ﹤0.01% 580
2024
Q3 		$499K Sell
5,972
-916
-13% -$73.7K ﹤0.01% 786
2024
Q2 		$540K Sell
6,888
-1,844
-21% -$146K ﹤0.01% 743
2024
Q1 		$697K Hold
8,732
– – 0.01% 678
2023
Q4 		$658K Sell
8,732
-1,994
-19% -$141K 0.01% 712
2023
Q3 		$739K Hold
10,726
– – 0.01% 651
2023
Q2 		$778K Sell
10,726
-4,613
-30% -$335K 0.01% 663
2023
Q1 		$1.1M Sell
15,339
-2,123
-12% -$148K 0.01% 563
2022
Q4 		$1.15M Sell
17,462
-2,538
-13% -$159K 0.01% 538
2022
Q3 		$1.12M Sell
20,000
-3,000
-13% -$187K 0.01% 517
2022
Q2 		$1.44M Hold
23,000
– – 0.02% 460
2022
Q1 		$1.69M Buy
23,000
+10,470
+84% +$783K 0.01% 466
2021
Q4 		$985K Hold
12,530
– – 0.01% 635
2021
Q3 		$977K Sell
12,530
-40
-0.3% -$3.2K 0.01% 623
2021
Q2 		$991K Buy
12,570
+500
+4% +$39.7K 0.01% 594
2021
Q1 		$916K Hold
12,070
– – 0.01% 548
2020
Q4 		$881K Buy
+12,070
New +$825K 0.01% 549

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vontobel Holding's EFA Position: Q1 2026 in Review

Vontobel Holding reduced its iShares MSCI EAFE ETF (EFA) stake by 2.5% in Q1 2026, selling an estimated $24.6K and leaving 9,643 shares worth $937K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Vontobel Holding first reported a position in EFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.69M in Q1 2022. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Vontobel Holding held 9,643 shares of iShares MSCI EAFE ETF worth $937K as of Q1 2026.
  • Vontobel Holding sold 246 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $24.6K.
  • iShares MSCI EAFE ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #675 holding.
  • Vontobel Holding first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's iShares MSCI EAFE ETF position peaked at $1.69M in Q1 2022.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.