Whittier Trust’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 | $17.9M | Buy |
169,509
+5,437
| +3% | +$559K | 0.18% | 102 |
|
|
2026
Q1 | $16.2M | Sell |
164,072
-635
| -0.4% | -$63.5K | 0.18% | 97 |
|
|
2025
Q4 | $16.2M | Buy |
164,707
+6,585
| +4% | +$625K | 0.18% | 100 |
|
|
2025
Q3 | $15M | Sell |
158,122
-6,533
| -4% | -$594K | 0.17% | 110 |
|
|
2025
Q2 | $14.7M | Buy |
164,655
+2,513
| +2% | +$215K | 0.18% | 110 |
|
|
2025
Q1 | $13.3M | Sell |
162,142
-6,849
| -4% | -$552K | 0.18% | 109 |
|
|
2024
Q4 | $12.8M | Buy |
168,991
+19,918
| +13% | +$1.58M | 0.17% | 117 |
|
|
2024
Q3 | $12.5M | Sell |
149,073
-9,571
| -6% | -$770K | 0.17% | 118 |
|
|
2024
Q2 | $12.4M | Sell |
158,644
-2,701
| -2% | -$214K | 0.18% | 112 |
|
|
2024
Q1 | $12.9M | Sell |
161,345
-9,188
| -5% | -$703K | 0.19% | 114 |
|
|
2023
Q4 | $12.8M | Sell |
170,533
-1,614
| -0.9% | -$114K | 0.21% | 105 |
|
|
2023
Q3 | $11.9M | Sell |
172,147
-2,338
| -1% | -$167K | 0.21% | 102 |
|
|
2023
Q2 | $12.7M | Sell |
174,485
-2,080
| -1% | -$151K | 0.22% | 101 |
|
|
2023
Q1 | $12.6M | Sell |
176,565
-426
| -0.2% | -$29.8K | 0.23% | 100 |
|
|
2022
Q4 | $11.6M | Sell |
176,991
-6,306
| -3% | -$395K | 0.23% | 102 |
|
|
2022
Q3 | $10.3M | Sell |
183,297
-8,253
| -4% | -$514K | 0.22% | 110 |
|
|
2022
Q2 | $12M | Sell |
191,550
-7,644
| -4% | -$520K | 0.24% | 101 |
|
|
2022
Q1 | $14.7M | Sell |
199,194
-2,330
| -1% | -$174K | 0.25% | 97 |
|
|
2021
Q4 | $15.9M | Sell |
201,524
-1,967
| -1% | -$156K | 0.26% | 94 |
|
|
2021
Q3 | $15.9M | Sell |
203,491
-157
| -0.1% | -$12.6K | 0.29% | 93 |
|
|
2021
Q2 | $16.1M | Sell |
203,648
-21,502
| -10% | -$1.71M | 0.29% | 92 |
|
|
2021
Q1 | $17.1M | Sell |
225,150
-13,208
| -6% | -$995K | 0.33% | 76 |
|
|
2020
Q4 | $17.4M | Sell |
238,358
-9,724
| -4% | -$665K | 0.37% | 69 |
|
|
2020
Q3 | $15.8M | Sell |
248,082
-14,701
| -6% | -$941K | 0.38% | 66 |
|
|
2020
Q2 | $16M | Sell |
262,783
-62,489
| -19% | -$3.61M | 0.44% | 56 |
|
|
2020
Q1 | $17.4M | Sell |
325,272
-11,054
| -3% | -$702K | 0.57% | 45 |
|
|
2019
Q4 | $23.4M | Sell |
336,326
-16,419
| -5% | -$1.11M | 0.61% | 39 |
|
|
2019
Q3 | $23M | Sell |
352,745
-25,275
| -7% | -$1.63M | 0.66% | 33 |
|
|
2019
Q2 | $24.8M | Sell |
378,020
-10,392
| -3% | -$680K | 0.73% | 31 |
|
|
2019
Q1 | $25.2M | Sell |
388,412
-46,398
| -11% | -$2.92M | 0.77% | 28 |
|
|
2018
Q4 | $25.6M | Sell |
434,810
-18,312
| -4% | -$1.14M | 0.88% | 26 |
|
|
2018
Q3 | $30.8M | Sell |
453,122
-5,509
| -1% | -$372K | 0.96% | 19 |
|
|
2018
Q2 | $30.7M | Buy |
458,631
+19,212
| +4% | +$1.35M | 1.01% | 17 |
|
|
2018
Q1 | $30.6M | Sell |
439,419
-3,699
| -0.8% | -$264K | 1.03% | 17 |
|
|
2017
Q4 | $31.2M | Buy |
443,118
+442
| +0.1% | +$30.7K | 1.09% | 16 |
|
|
2017
Q3 | $30.3M | Buy |
442,676
+8,292
| +2% | +$554K | 1.1% | 16 |
|
|
2017
Q2 | $28.3M | Buy |
434,384
+24,463
| +6% | +$1.58M | 1.1% | 16 |
|
|
2017
Q1 | $25.5M | Buy |
409,921
+10,478
| +3% | +$633K | 1.03% | 19 |
|
|
2016
Q4 | $23.1M | Sell |
399,443
-17,022
| -4% | -$982K | 0.98% | 18 |
|
|
2016
Q3 | $24.6M | Buy |
416,465
+4,855
| +1% | +$281K | 1.07% | 16 |
|
|
2016
Q2 | $23M | Buy |
411,610
+26,169
| +7% | +$1.51M | 1.01% | 18 |
|
|
2016
Q1 | $22M | Buy |
385,441
+36,706
| +11% | +$2.02M | 0.97% | 17 |
|
|
2015
Q4 | $20.5M | Buy |
348,735
+33,972
| +11% | +$2.05M | 0.93% | 19 |
|
|
2015
Q3 | $18M | Buy |
314,763
+27,370
| +10% | +$1.69M | 0.88% | 20 |
|
|
2015
Q2 | $18.2M | Buy |
287,393
+20,279
| +8% | +$1.35M | 0.81% | 23 |
|
|
2015
Q1 | $17.1M | Buy |
267,114
+22,181
| +9% | +$1.4M | 0.79% | 25 |
|
|
2014
Q4 | $14.9M | Sell |
244,933
-9,503
| -4% | -$593K | 0.71% | 33 |
|
|
2014
Q3 | $16.3M | Buy |
254,436
+8,737
| +4% | +$583K | 0.79% | 29 |
|
|
2014
Q2 | $16.8M | Buy |
245,699
+1,295
| +0.5% | +$88.7K | 0.83% | 27 |
|
|
2014
Q1 | $16.4M | Buy |
244,404
+2,027
| +0.8% | +$134K | 0.84% | 25 |
|
|
2013
Q4 | $16.3M | Sell |
242,377
-595
| -0.2% | -$38.9K | 0.83% | 27 |
|
|
2013
Q3 | $15.5M | Sell |
242,972
-870
| -0.4% | -$53.3K | 0.84% | 26 |
|
|
2013
Q2 | $14M | Buy |
+243,842
| New | +$14.7M | 0.78% | 31 |
|
Other funds holding EFA
NMIMC
Whittier Trust's EFA Position: Q2 2026 in Review
Whittier Trust increased its iShares MSCI EAFE ETF (EFA) stake by 3.3% in Q2 2026, buying an estimated $559K and bringing the position to 169,509 shares worth $17.9M. The position accounts for 0.18% of the portfolio, ranked #102.
Whittier Trust first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $31.2M in Q4 2017. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.
- Whittier Trust held 169,509 shares of iShares MSCI EAFE ETF worth $17.9M as of Q2 2026.
- Whittier Trust bought 5,437 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $559K.
- iShares MSCI EAFE ETF made up 0.18% of Whittier Trust's portfolio in Q2 2026, its #102 holding.
- Whittier Trust first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
- Whittier Trust's iShares MSCI EAFE ETF position peaked at $31.2M in Q4 2017.
- 2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.