Whitegate Investment Counselors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.3M | Buy |
89,573
+830
| +0.9% | +$85.4K | 2.65% | 13 |
|
|
2026
Q1 | $8.62M | Sell |
88,743
-1,070
| -1% | -$107K | 2.74% | 14 |
|
|
2025
Q4 | $8.62M | Sell |
89,813
-2,430
| -3% | -$230K | 2.69% | 14 |
|
|
2025
Q3 | $8.61M | Sell |
92,243
-150
| -0.2% | -$13.6K | 2.84% | 12 |
|
|
2025
Q2 | $8.26M | Sell |
92,393
-2,350
| -2% | -$201K | 2.8% | 13 |
|
|
2025
Q1 | $7.74M | Sell |
94,743
-2,350
| -2% | -$189K | 2.75% | 13 |
|
|
2024
Q4 | $7.34M | Sell |
97,093
-2
| -0% | -$158 | 2.52% | 14 |
|
|
2024
Q3 | $8.12M | Sell |
97,095
-3,655
| -4% | -$294K | 2.15% | 16 |
|
|
2024
Q2 | $7.89M | Buy |
100,750
+225
| +0.2% | +$17.8K | 2.24% | 15 |
|
|
2024
Q1 | $8.03M | Buy |
100,525
+420
| +0.4% | +$32.1K | 2.26% | 15 |
|
|
2023
Q4 | $7.54M | Sell |
100,105
-560
| -0.6% | -$39.6K | 2.3% | 15 |
|
|
2023
Q3 | $6.94M | Buy |
100,665
+3,340
| +3% | +$239K | 2.32% | 15 |
|
|
2023
Q2 | $7.06M | Buy |
97,325
+710
| +0.7% | +$51.6K | 2.32% | 16 |
|
|
2023
Q1 | $6.91M | Buy |
96,615
+2,120
| +2% | +$148K | 2.23% | 16 |
|
|
2022
Q4 | $6.2M | Sell |
94,495
-440
| -0.5% | -$27.6K | 2.12% | 17 |
|
|
2022
Q3 | $5.32M | Sell |
94,935
-10,020
| -10% | -$625K | 2.01% | 18 |
|
|
2022
Q2 | $6.56M | Buy |
104,955
+36,225
| +53% | +$2.47M | 2.4% | 16 |
|
|
2022
Q1 | $5.06M | Sell |
68,730
-1,100
| -2% | -$82.3K | 1.56% | 21 |
|
|
2021
Q4 | $5.49M | Sell |
69,830
-4,069
| -6% | -$322K | 1.62% | 22 |
|
|
2021
Q3 | $5.76M | Sell |
73,899
-70
| -0.1% | -$5.6K | 0.82% | 39 |
|
|
2021
Q2 | $5.83M | Sell |
73,969
-3,440
| -4% | -$273K | 0.83% | 37 |
|
|
2021
Q1 | $5.87M | Sell |
77,409
-308
| -0.4% | -$23.2K | 0.9% | 34 |
|
|
2020
Q4 | $5.67M | Sell |
77,717
-3,360
| -4% | -$230K | 0.92% | 32 |
|
|
2020
Q3 | $5.16M | Buy |
81,077
+522
| +0.6% | +$33.4K | 0.94% | 33 |
|
|
2020
Q2 | $4.9M | Buy |
80,555
+53,770
| +201% | +$3.11M | 0.98% | 30 |
|
|
2020
Q1 | $1.43M | Buy |
26,785
+575
| +2% | +$36.5K | 0.35% | 75 |
|
|
2019
Q4 | $1.82M | Buy |
26,210
+9
| +0% | +$608 | 0.33% | 76 |
|
|
2019
Q3 | $1.71M | Sell |
26,201
-585
| -2% | -$37.7K | 0.34% | 78 |
|
|
2019
Q2 | $1.76M | Hold |
26,786
| – | – | 0.35% | 77 |
|
|
2019
Q1 | $1.74M | Buy |
26,786
+3,198
| +14% | +$201K | 0.36% | 77 |
|
|
2018
Q4 | $1.39M | Buy |
+23,588
| New | +$1.47M | 0.32% | 80 |
|
|
2016
Q3 | – | Sell |
-15,039
| Closed | -$839K | – | 159 |
|
|
2016
Q2 | $839K | Buy |
+15,039
| New | +$865K | 0.23% | 92 |
|
|
2014
Q1 | $2.47M | Buy |
+43,184
| New | +$2.85M | 0.68% | 52 |
|
Other funds holding EFA
NMIMC
Whitegate Investment Counselors's EFA Position: Q2 2026 in Review
Whitegate Investment Counselors increased its iShares MSCI EAFE ETF (EFA) stake by 0.94% in Q2 2026, buying an estimated $85.4K and bringing the position to 89,573 shares worth $9.3M. The position accounts for 2.65% of the portfolio, ranked #13.
Whitegate Investment Counselors first reported a position in EFA in Q1 2014 and has held it in 33 quarters since. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.
- Whitegate Investment Counselors held 89,573 shares of iShares MSCI EAFE ETF worth $9.3M as of Q2 2026.
- Whitegate Investment Counselors bought 830 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $85.4K.
- iShares MSCI EAFE ETF made up 2.65% of Whitegate Investment Counselors's portfolio in Q2 2026, its #13 holding.
- Whitegate Investment Counselors first reported a position in iShares MSCI EAFE ETF in Q1 2014 and has held it in 33 quarters since.
- 2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.
Based on Whitegate Investment Counselors's 13F filing for Q2 2026, filed 10 Aug 2026.