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Whitegate Investment Counselors’s iShares MSCI EAFE ETF EFA Stock Holding History

Whitegate Investment Counselors’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 		$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

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

Whitegate Investment Counselors's EFA Position: Q1 2026 in Review

Whitegate Investment Counselors reduced its iShares MSCI EAFE ETF (EFA) stake by 1.2% in Q1 2026, selling an estimated $107K and leaving 88,743 shares worth $8.62M. The position accounts for 2.74% of the portfolio, ranked #14.

Whitegate Investment Counselors first reported a position in EFA in Q1 2014 and has held it in 32 quarters since. The position peaked at $8.62M in Q4 2025. 2,201 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Whitegate Investment Counselors held 88,743 shares of iShares MSCI EAFE ETF worth $8.62M as of Q1 2026.
  • Whitegate Investment Counselors sold 1,070 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $107K.
  • iShares MSCI EAFE ETF made up 2.74% of Whitegate Investment Counselors's portfolio in Q1 2026, its #14 holding.
  • Whitegate Investment Counselors first reported a position in iShares MSCI EAFE ETF in Q1 2014 and has held it in 32 quarters since.
  • Whitegate Investment Counselors's iShares MSCI EAFE ETF position peaked at $8.62M in Q4 2025.
  • 2,201 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.