WCM Investment Management
EFA icon

WCM Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

WCM Investment 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
Q1 		$9.24M Sell
98,215
-1,428,392
-94% -$143M 0.02% 156
2025
Q4 		$147M Buy
1,526,607
+1,512,625
+10,818% +$143M 0.3% 47
2025
Q3 		$1.3M Buy
13,982
+6,091
+77% +$554K ﹤0.01% 206
2025
Q2 		$705K Sell
7,891
-37,283
-83% -$3.18M ﹤0.01% 202
2025
Q1 		$3.73M Sell
45,174
-1,105,812
-96% -$89.1M 0.01% 195
2024
Q4 		$87M Buy
1,150,986
+1,129,041
+5,145% +$89.4M 0.2% 48
2024
Q3 		$1.84M Buy
21,945
+16,820
+328% +$1.35M ﹤0.01% 210
2024
Q2 		$401K Buy
5,125
+1,018
+25% +$80.6K ﹤0.01% 240
2024
Q1 		$328K Sell
4,107
-1,138,568
-100% -$87.1M ﹤0.01% 221
2023
Q4 		$86M Buy
1,142,675
+1,045,784
+1,079% +$73.9M 0.24% 43
2023
Q3 		$6.68M Buy
96,891
+93,674
+2,912% +$6.71M 0.02% 143
2023
Q2 		$233K Sell
3,217
-67,657
-95% -$4.91M ﹤0.01% 211
2023
Q1 		$5.07M Sell
70,874
-2,814,028
-98% -$197M 0.02% 155
2022
Q4 		$189M Buy
2,884,902
+2,342,388
+432% +$147M 0.63% 43
2022
Q3 		$30.5M Sell
542,514
-2,319,549
-81% -$145M 0.11% 56
2022
Q2 		$180M Buy
2,862,063
+1,848,638
+182% +$126M 0.64% 43
2022
Q1 		$74.6M Sell
1,013,425
-745,588
-42% -$55.8M 0.21% 42
2021
Q4 		$138M Buy
+1,759,013
New +$139M 0.31% 38
2021
Q1 		– Sell
-35,571
Closed -$2.6M – 195
2020
Q4 		$2.6M Buy
35,571
+30,378
+585% +$2.08M 0.01% 157
2020
Q3 		$331K Buy
5,193
+785
+18% +$50.2K ﹤0.01% 175
2020
Q2 		$268K Sell
4,408
-189,358
-98% -$10.9M ﹤0.01% 177
2020
Q1 		$10.4M Sell
193,766
-260,500
-57% -$16.5M 0.06% 56
2019
Q4 		$31.5M Buy
454,266
+436,635
+2,477% +$29.5M 0.17% 36
2019
Q3 		$1.15M Buy
17,631
+11,056
+168% +$712K 0.01% 124
2019
Q2 		$432K Buy
+6,575
New +$430K ﹤0.01% 143
2019
Q1 		– Sell
-1,449,364
Closed -$85.2M – 144
2018
Q4 		$85.2M Buy
1,449,364
+1,443,621
+25,137% +$90.2M 0.76% 29
2018
Q3 		$390K Buy
+5,743
New +$388K ﹤0.01% 76
2018
Q1 		– Sell
-145,076
Closed -$10.2M – 98
2017
Q4 		$10.2M Buy
+145,076
New +$10.1M 0.12% 44
2017
Q1 		– Sell
-880,761
Closed -$50.8M – 129
2016
Q4 		$50.8M Buy
880,761
+877,218
+24,759% +$50.6M 0.61% 33
2016
Q3 		$209K Buy
+3,543
New +$205K ﹤0.01% 162
2016
Q1 		– Sell
-301,508
Closed -$17.7M – 118
2015
Q4 		$17.7M Buy
301,508
+289,868
+2,490% +$17.5M 0.36% 32
2015
Q3 		$667K Buy
+11,640
New +$719K 0.02% 89
2015
Q1 		– Sell
-508,195
Closed -$30.9M – 144
2014
Q4 		$30.9M Buy
+508,195
New +$31.7M 0.89% 15
2014
Q1 		– Sell
-15,315
Closed -$1.03M – 142
2013
Q4 		$1.03M Buy
+15,315
New +$1M 0.04% 100

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

WCM Investment Management's EFA Position: Q1 2026 in Review

WCM Investment Management reduced its iShares MSCI EAFE ETF (EFA) stake by 94% in Q1 2026, selling an estimated $143M and leaving 98,215 shares worth $9.24M. The position accounts for 0.02% of the portfolio, ranked #156.

WCM Investment Management first reported a position in EFA in Q4 2013 and has held it in 34 quarters since. The position peaked at $189M in Q4 2022. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • WCM Investment Management held 98,215 shares of iShares MSCI EAFE ETF worth $9.24M as of Q1 2026.
  • WCM Investment Management sold 1,428,392 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $143M.
  • iShares MSCI EAFE ETF made up 0.02% of WCM Investment Management's portfolio in Q1 2026, its #156 holding.
  • WCM Investment Management first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 34 quarters since.
  • WCM Investment Management's iShares MSCI EAFE ETF position peaked at $189M in Q4 2022.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.