Waters Parkerson & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

Waters Parkerson & Co’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	$15.9M	Buy	153,283 +2,962	+2%	+$305K	0.79%	40
2026 Q1	$14.6M	Buy	150,321 +9,531	+7%	+$954K	0.75%	38
2025 Q4	$13.5M	Buy	140,790 +372	+0.3%	+$35.3K	0.66%	42
2025 Q3	$13.1M	Buy	140,418 +120	+0.1%	+$10.9K	0.64%	45
2025 Q2	$12.5M	Sell	140,298 -1,774	-1%	-$151K	0.63%	45
2025 Q1	$11.6M	Buy	142,072 +276	+0.2%	+$22.2K	0.62%	44
2024 Q4	$10.7M	Buy	141,796 +285	+0.2%	+$22.6K	0.56%	50
2024 Q3	$11.8M	Sell	141,511 -264	-0.2%	-$21.2K	0.6%	48
2024 Q2	$11.1M	Sell	141,775 -2,835	-2%	-$225K	0.59%	47
2024 Q1	$11.5M	Sell	144,610 -757	-0.5%	-$57.9K	0.59%	48
2023 Q4	$11M	Sell	145,367 -2,836	-2%	-$200K	0.61%	47
2023 Q3	$10.2M	Sell	148,203 -1,040	-0.7%	-$74.5K	0.61%	47
2023 Q2	$10.8M	Buy	149,243 +806	+0.5%	+$58.5K	0.61%	48
2023 Q1	$10.6M	Sell	148,437 -480	-0.3%	-$33.6K	0.63%	49
2022 Q4	$9.78M	Sell	148,917 -1,194	-0.8%	-$74.8K	0.59%	49
2022 Q3	$8.41M	Buy	150,111 +4,884	+3%	+$304K	0.56%	51
2022 Q2	$9.07M	Sell	145,227 -7,557	-5%	-$514K	0.57%	50
2022 Q1	$11.2M	Buy	152,784 +2,520	+2%	+$188K	0.63%	49
2021 Q4	$11.8M	Sell	150,264 -3,153	-2%	-$250K	0.62%	49
2021 Q3	$12M	Buy	153,417 +1,410	+0.9%	+$113K	0.69%	48
2021 Q2	$12M	Sell	152,007 -7,863	-5%	-$625K	0.69%	48
2021 Q1	$12.1M	Sell	159,870 -9,867	-6%	-$743K	0.75%	47
2020 Q4	$12.4M	Buy	169,737 +2,186	+1%	+$149K	0.83%	44
2020 Q3	$10.7M	Sell	167,551 -12,393	-7%	-$793K	0.8%	44
2020 Q2	$11M	Sell	179,944 -2,436	-1%	-$141K	0.89%	41
2020 Q1	$9.75M	Sell	182,380 -12,629	-6%	-$802K	0.95%	38
2019 Q4	$13.5M	Sell	195,009 -940	-0.5%	-$63.5K	1.01%	39
2019 Q3	$12.8M	Sell	195,949 -964	-0.5%	-$62.1K	1.03%	38
2019 Q2	$12.9M	Buy	196,913 +3,218	+2%	+$211K	1.05%	36
2019 Q1	$12.6M	Buy	193,695 +3,655	+2%	+$230K	1.06%	35
2018 Q4	$11.2M	Buy	190,040 +6,735	+4%	+$421K	1.08%	34
2018 Q3	$12.5M	Sell	183,305 -455	-0.2%	-$30.7K	1.02%	38
2018 Q2	$12.3M	Buy	183,760 +2,700	+1%	+$189K	1.06%	37
2018 Q1	$12.6M	Buy	181,060 +31,590	+21%	+$2.25M	1.11%	36
2017 Q4	$10.5M	Buy	149,470 +68,937	+86%	+$4.79M	0.88%	43
2017 Q3	$5.51M	Sell	80,533 -5,667	-7%	-$379K	0.49%	48
2017 Q2	$5.62M	Buy	86,200 +1,710	+2%	+$111K	0.52%	49
2017 Q1	$5.26M	Buy	84,490 +2,681	+3%	+$162K	0.5%	50
2016 Q4	$4.72M	Buy	81,809 +781	+1%	+$45K	0.48%	49
2016 Q3	$4.79M	Buy	81,028 +10	+0%	+$580	0.49%	49
2016 Q2	$4.52M	Sell	81,018 -15,548	-16%	-$895K	0.48%	49
2016 Q1	$5.52M	Buy	96,566 +7,728	+9%	+$426K	0.61%	46
2015 Q4	$5.22M	Buy	88,838 +1,307	+1%	+$78.7K	0.6%	48
2015 Q3	$5.02M	Buy	87,531 +8,477	+11%	+$523K	0.64%	48
2015 Q2	$5.02M	Buy	79,054 +3,726	+5%	+$248K	0.59%	49
2015 Q1	$4.83M	Buy	75,328 +3,927	+5%	+$247K	0.57%	51
2014 Q4	$4.34M	Buy	71,401 +3,775	+6%	+$236K	0.51%	51
2014 Q3	$4.34M	Buy	67,626 +8,059	+14%	+$538K	0.52%	51
2014 Q2	$4.07M	Buy	59,567 +1,138	+2%	+$78K	0.49%	54
2014 Q1	$3.93M	Buy	58,429 +2,443	+4%	+$161K	0.49%	53
2013 Q4	$3.76M	Buy	55,986 +911	+2%	+$59.5K	0.46%	56
2013 Q3	$3.51M	Buy	55,075 +545	+1%	+$33.4K	0.47%	56
2013 Q2	$3.13M	Buy	+54,530	New	+$3.3M	0.45%	56

Other funds holding EFA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Waters Parkerson & Co's EFA Position: Q2 2026 in Review

Waters Parkerson & Co increased its iShares MSCI EAFE ETF (EFA) stake by 2% in Q2 2026, buying an estimated $305K and bringing the position to 153,283 shares worth $15.9M. The position accounts for 0.79% of the portfolio, ranked #40.

Waters Parkerson & Co first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. 1,544 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Waters Parkerson & Co held 153,283 shares of iShares MSCI EAFE ETF worth $15.9M as of Q2 2026.
Waters Parkerson & Co bought 2,962 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $305K.
iShares MSCI EAFE ETF made up 0.79% of Waters Parkerson & Co's portfolio in Q2 2026, its #40 holding.
Waters Parkerson & Co first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
1,544 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.