WhitTier Trust Company’s iShares MSCI EAFE ETF EFA Stock Holding History

WhitTier Trust Company’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	$14.4M	Sell	146,409 -464	-0.3%	-$46.4K	0.3%	74
2025 Q4	$14.4M	Sell	146,873 -1,500	-1%	-$142K	0.3%	70
2025 Q3	$14.1M	Buy	148,373 +2,733	+2%	+$248K	0.3%	72
2025 Q2	$13M	Sell	145,640 -945	-0.6%	-$80.7K	0.3%	77
2025 Q1	$12M	Sell	146,585 -2,185	-1%	-$176K	0.3%	77
2024 Q4	$11.2M	Sell	148,770 -119	-0.1%	-$9.42K	0.28%	79
2024 Q3	$12.5M	Buy	148,889 +12,844	+9%	+$1.03M	0.32%	69
2024 Q2	$10.7M	Buy	136,045 +994	+0.7%	+$78.7K	0.3%	73
2024 Q1	$10.8M	Buy	135,051 +6,800	+5%	+$520K	0.31%	78
2023 Q4	$9.66M	Sell	128,251 -2,485	-2%	-$176K	0.31%	80
2023 Q3	$9.01M	Sell	130,736 -500	-0.4%	-$35.8K	0.32%	76
2023 Q2	$9.51M	Sell	131,236 -1,666	-1%	-$121K	0.32%	77
2023 Q1	$9.51M	Sell	132,902 -2,221	-2%	-$155K	0.35%	71
2022 Q4	$8.87M	Sell	135,123 -1,229	-0.9%	-$77K	0.35%	67
2022 Q3	$7.64M	Sell	136,352 -1,045	-0.8%	-$65.1K	0.33%	74
2022 Q2	$8.59M	Buy	137,397 +2,641	+2%	+$180K	0.35%	71
2022 Q1	$9.92M	Hold	134,756	–	–	0.36%	65
2021 Q4	$10.6M	Sell	134,756 -97	-0.1%	-$7.68K	0.39%	63
2021 Q3	$10.5M	Buy	134,853 +785	+0.6%	+$62.8K	0.43%	54
2021 Q2	$10.6M	Buy	134,068 +8,591	+7%	+$682K	0.44%	54
2021 Q1	$9.52M	Buy	125,477 +10,882	+9%	+$819K	0.43%	57
2020 Q4	$8.36M	Sell	114,595 -8,695	-7%	-$595K	0.42%	60
2020 Q3	$7.85M	Sell	123,290 -1,007	-0.8%	-$64.4K	0.45%	59
2020 Q2	$7.57M	Sell	124,297 -1,095	-0.9%	-$63.3K	0.48%	55
2020 Q1	$6.7M	Sell	125,392 -4,732	-4%	-$300K	0.52%	53
2019 Q4	$9.04M	Buy	130,124 +24,355	+23%	+$1.64M	0.58%	46
2019 Q3	$6.9M	Buy	105,769 +2,716	+3%	+$175K	0.48%	56
2019 Q2	$6.77M	Buy	103,053 +1,278	+1%	+$83.6K	0.48%	57
2019 Q1	$6.6M	Sell	101,775 -1,083	-1%	-$68.2K	0.49%	55
2018 Q4	$6.04M	Sell	102,858 -412	-0.4%	-$25.7K	0.5%	57
2018 Q3	$7.02M	Buy	103,270 +4,316	+4%	+$291K	0.51%	53
2018 Q2	$6.63M	Sell	98,954 -67	-0.1%	-$4.7K	0.52%	53
2018 Q1	$6.9M	Sell	99,021 -150	-0.2%	-$10.7K	0.56%	52
2017 Q4	$6.97M	Buy	99,171 +13,732	+16%	+$955K	0.6%	52
2017 Q3	$5.85M	Buy	85,439 +301	+0.4%	+$20.1K	0.54%	56
2017 Q2	$5.55M	Sell	85,138 -2,905	-3%	-$188K	0.54%	56
2017 Q1	$5.48M	Sell	88,043 -561	-0.6%	-$33.9K	0.55%	53
2016 Q4	$5.12M	Sell	88,604 -17,402	-16%	-$1M	0.54%	55
2016 Q3	$6.27M	Sell	106,006 -12,249	-10%	-$710K	0.71%	40
2016 Q2	$6.6M	Sell	118,255 -10,626	-8%	-$611K	0.75%	41
2016 Q1	$7.37M	Sell	128,881 -7,312	-5%	-$403K	0.86%	29
2015 Q4	$8M	Buy	136,193 +2,870	+2%	+$173K	0.94%	22
2015 Q3	$7.64M	Buy	133,323 +8,603	+7%	+$531K	0.93%	23
2015 Q2	$7.92M	Buy	124,720 +2,078	+2%	+$138K	0.88%	28
2015 Q1	$7.87M	Sell	122,642 -7,282	-6%	-$458K	0.87%	25
2014 Q4	$7.91M	Buy	129,924 +8,182	+7%	+$511K	0.88%	25
2014 Q3	$7.8M	Buy	121,742 +1,645	+1%	+$110K	0.9%	25
2014 Q2	$8.21M	Buy	120,097 +661	+0.6%	+$45.3K	0.92%	23
2014 Q1	$8.03M	Buy	119,436 +400	+0.3%	+$26.4K	0.94%	23
2013 Q4	$7.99M	Sell	119,036 -5,969	-5%	-$390K	0.96%	23
2013 Q3	$7.97M	Sell	125,005 -1,343	-1%	-$82.3K	1.07%	19
2013 Q2	$7.24M	Buy	+126,348	New	+$7.64M	1.04%	21

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

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

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

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

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

WhitTier Trust Company's EFA Position: Q1 2026 in Review

WhitTier Trust Company reduced its iShares MSCI EAFE ETF (EFA) stake by 0.32% in Q1 2026, selling an estimated $46.4K and leaving 146,409 shares worth $14.4M. The position accounts for 0.3% of the portfolio, ranked #74.

WhitTier Trust Company first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.4M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

WhitTier Trust Company held 146,409 shares of iShares MSCI EAFE ETF worth $14.4M as of Q1 2026.
WhitTier Trust Company sold 464 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $46.4K.
iShares MSCI EAFE ETF made up 0.3% of WhitTier Trust Company's portfolio in Q1 2026, its #74 holding.
WhitTier Trust Company first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
WhitTier Trust Company's iShares MSCI EAFE ETF position peaked at $14.4M in Q4 2025.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.