West Coast Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

West Coast Financial’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
2025 Q2	–	Sell	-118,371	Closed	-$9.67M	–	41
2025 Q1	$9.67M	Buy	118,371 +1,002	+0.9%	+$80.8K	1.1%	21
2024 Q4	$8.87M	Buy	117,369 +2,529	+2%	+$200K	0.98%	33
2024 Q3	$9.6M	Buy	114,840 +2,026	+2%	+$163K	1.06%	27
2024 Q2	$8.84M	Buy	112,814 +4,389	+4%	+$348K	1.05%	27
2024 Q1	$8.66M	Sell	108,425 -191	-0.2%	-$14.6K	1.05%	30
2023 Q4	$8.18M	Sell	108,616 -3,486	-3%	-$246K	1.07%	30
2023 Q3	$7.73M	Buy	112,102 +1,647	+1%	+$118K	1.15%	27
2023 Q2	$8.01M	Buy	110,455 +36,474	+49%	+$2.65M	1.13%	24
2023 Q1	$5.29M	Buy	73,981 +3,973	+6%	+$278K	0.81%	50
2022 Q4	$4.6M	Buy	70,008 +57,692	+468%	+$3.61M	0.78%	46
2022 Q3	$690K	Buy	12,316 +3,156	+34%	+$197K	0.13%	72
2022 Q2	$572K	Buy	9,160 +617	+7%	+$42K	0.1%	78
2022 Q1	$629K	Sell	8,543 -2,279	-21%	-$170K	0.1%	78
2021 Q4	$851K	Sell	10,822 -149	-1%	-$11.8K	0.12%	75
2021 Q3	$856K	Buy	10,971 +812	+8%	+$65K	0.14%	74
2021 Q2	$801K	Buy	10,159 +818	+9%	+$65K	0.13%	78
2021 Q1	$709K	Buy	9,341 +271	+3%	+$20.4K	0.12%	76
2020 Q4	$662K	Buy	9,070 +392	+5%	+$26.8K	0.13%	73
2020 Q3	$552K	Sell	8,678 -538	-6%	-$34.4K	0.12%	74
2020 Q2	$561K	Sell	9,216 -3,044	-25%	-$176K	0.14%	69
2020 Q1	$655K	Sell	12,260 -6,215	-34%	-$394K	0.17%	65
2019 Q4	$1.28M	Buy	18,475 +136	+0.7%	+$9.19K	0.27%	50
2019 Q3	$1.2M	Sell	18,339 -4,429	-19%	-$285K	0.27%	53
2019 Q2	$1.5M	Hold	22,768	–	–	0.34%	51
2019 Q1	$1.48M	Buy	22,768 +4,111	+22%	+$259K	0.35%	53
2018 Q4	$1.1M	Buy	18,657 +10,229	+121%	+$639K	0.31%	59
2018 Q3	$573K	Buy	8,428 +3,301	+64%	+$223K	0.13%	95
2018 Q2	$343K	Sell	5,127 -85	-2%	-$5.96K	0.09%	86
2018 Q1	$363K	Hold	5,212	–	–	0.1%	87
2017 Q4	$366K	Sell	5,212 -2,870	-36%	-$200K	0.1%	88
2017 Q3	$553K	Buy	8,082 +2,875	+55%	+$192K	0.15%	93
2017 Q2	$339K	Sell	5,207 -202	-4%	-$13.1K	0.11%	90
2017 Q1	$337K	Hold	5,409	–	–	0.11%	96
2016 Q4	$312K	Sell	5,409 -23	-0.4%	-$1.33K	0.1%	103
2016 Q3	$321K	Sell	5,432 -716	-12%	-$41.5K	0.1%	106
2016 Q2	$343K	Sell	6,148 -655	-10%	-$37.7K	0.12%	82
2016 Q1	$389K	Sell	6,803 -2,525	-27%	-$139K	0.16%	69
2015 Q4	$548K	Sell	9,328 -2,584	-22%	-$156K	0.23%	70
2015 Q3	$683K	Buy	11,912 +89	+0.8%	+$5.49K	0.3%	61
2015 Q2	$751K	Buy	+11,823	New	+$787K	0.33%	61
2014 Q3	–	Sell	-16,362	Closed	-$1.06M	–	86
2014 Q2	$1.06M	Sell	16,362 -12,254	-43%	-$840K	0.56%	54
2014 Q1	$1.92M	Buy	+28,616	New	+$1.89M	0.98%	50
2013 Q3	–	Sell	-34,241	Closed	-$1.96M	–	88
2013 Q2	$1.96M	Buy	+34,241	New	+$2.07M	1.07%	50

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

West Coast Financial's EFA Position: Q2 2025 in Review

West Coast Financial sold out of iShares MSCI EAFE ETF (EFA) in Q2 2025, closing a stake of 118,371 shares — an estimated $9.67M sold.

West Coast Financial first reported a position in EFA in Q2 2013 and held it in 43 quarters. The position peaked at $9.67M in Q1 2025. 2,025 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

West Coast Financial reported no remaining iShares MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 118,371 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $9.67M.
West Coast Financial first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 43 quarters.
West Coast Financial's iShares MSCI EAFE ETF position peaked at $9.67M in Q1 2025.
2,025 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.