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Wilmington Savings Fund Society’s iShares MSCI EAFE ETF EFA Stock Holding History

Wilmington Savings Fund Society’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
Q2 		$71.8M Buy
691,236
+97,709
+16% +$10M 1.6% 14
2026
Q1 		$57.6M Buy
593,527
+62,079
+12% +$6.21M 1.37% 14
2025
Q4 		$51M Buy
531,448
+58,751
+12% +$5.57M 1.2% 16
2025
Q3 		$44.1M Sell
472,697
-535,477
-53% -$48.7M 1.06% 16
2025
Q2 		$90.1M Buy
1,008,174
+302,498
+43% +$25.8M 1.6% 10
2025
Q1 		$57.7M Buy
705,676
+8,650
+1% +$697K 1.08% 17
2024
Q4 		$52.7M Buy
697,026
+9,069
+1% +$718K 0.95% 19
2024
Q3 		$57.5M Buy
687,957
+594,321
+635% +$47.8M 1.03% 15
2024
Q2 		$7.33M Sell
93,636
-1,155
-1% -$91.5K 0.28% 86
2024
Q1 		$7.57M Buy
+94,791
New +$7.25M 0.29% 86
2023
Q3 		$7.66M Sell
111,132
-1,934
-2% -$139K 0.34% 82
2023
Q2 		$8.2M Sell
113,066
-2,296
-2% -$167K 0.34% 81
2023
Q1 		$8.25M Sell
115,362
-16,970
-13% -$1.19M 0.36% 72
2022
Q4 		$8.69M Buy
132,332
+17,976
+16% +$1.13M 0.39% 68
2022
Q3 		$6.41M Buy
114,356
+3,660
+3% +$228K 0.31% 84
2022
Q2 		$6.92M Sell
110,696
-6,125
-5% -$417K 0.32% 82
2022
Q1 		$8.6M Sell
116,821
-2,692
-2% -$201K 0.34% 79
2021
Q4 		$9.4M Buy
119,513
+749
+0.6% +$59.3K 0.34% 77
2021
Q3 		$9.26M Buy
118,764
+765
+0.6% +$61.2K 0.36% 72
2021
Q2 		$9.31M Sell
117,999
-1,875
-2% -$149K 0.36% 73
2021
Q1 		$9.1M Sell
119,874
-3,250
-3% -$245K 0.36% 73
2020
Q4 		$8.98M Sell
123,124
-4,355
-3% -$298K 0.38% 71
2020
Q3 		$8.11M Sell
127,479
-4,874
-4% -$312K 0.38% 70
2020
Q2 		$8.06M Sell
132,353
-24,808
-16% -$1.43M 0.4% 71
2020
Q1 		$8.4M Sell
157,161
-9,362
-6% -$594K 0.49% 65
2019
Q4 		$11.6M Buy
166,523
+1,932
+1% +$130K 0.59% 55
2019
Q3 		$10.7M Sell
164,591
-2,057
-1% -$133K 0.59% 58
2019
Q2 		$11M Sell
166,648
-16,080
-9% -$1.05M 0.59% 55
2019
Q1 		$11.9M Sell
182,728
-6,677
-4% -$421K 0.65% 48
2018
Q4 		$11.1M Sell
189,405
-5,743
-3% -$359K 0.68% 47
2018
Q3 		$13.3M Buy
195,148
+2,962
+2% +$200K 0.7% 42
2018
Q2 		$12.9M Sell
192,186
-2,485
-1% -$174K 0.72% 41
2018
Q1 		$13.6M Sell
194,671
-5,936
-3% -$423K 0.78% 38
2017
Q4 		$14.1M Sell
200,607
-9,760
-5% -$679K 0.77% 39
2017
Q3 		$14.4M Sell
210,367
-9,983
-5% -$667K 0.82% 34
2017
Q2 		$14.4M Sell
220,350
-6,827
-3% -$442K 0.85% 37
2017
Q1 		$14.2M Sell
227,177
-5,742
-2% -$347K 0.86% 33
2016
Q4 		$13.4M Buy
232,919
+182
+0.1% +$10.5K 0.84% 34
2016
Q3 		$13.8M Sell
232,737
-4,846
-2% -$281K 0.87% 34
2016
Q2 		$13.3M Sell
237,583
-10,507
-4% -$605K 0.84% 36
2016
Q1 		$14.2M Sell
248,090
-3,311
-1% -$182K 0.91% 31
2015
Q4 		$14.8M Buy
251,401
+44,043
+21% +$2.65M 0.92% 31
2015
Q3 		$11.9M Sell
207,358
-10,923
-5% -$674K 0.76% 37
2015
Q2 		$13.9M Buy
218,281
+2,099
+1% +$140K 0.81% 36
2015
Q1 		$13.9M Sell
216,182
-419
-0.2% -$26.4K 0.79% 37
2014
Q4 		$13.2M Buy
216,601
+14,470
+7% +$903K 0.74% 42
2014
Q3 		$13M Sell
202,131
-6,759
-3% -$451K 0.74% 43
2014
Q2 		$14.3M Sell
208,890
-1,659
-0.8% -$114K 0.79% 37
2014
Q1 		$14.1M Sell
210,549
-5,435
-3% -$359K 0.79% 36
2013
Q4 		$14.5M Sell
215,984
-2,599
-1% -$170K 0.82% 33
2013
Q3 		$13.9M Buy
218,583
+777
+0.4% +$47.6K 0.86% 30
2013
Q2 		$12.5M Buy
+217,806
New +$13.2M 0.81% 34

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wilmington Savings Fund Society's EFA Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its iShares MSCI EAFE ETF (EFA) stake by 16% in Q2 2026, buying an estimated $10M and bringing the position to 691,236 shares worth $71.8M. The position accounts for 1.6% of the portfolio, ranked #14.

Wilmington Savings Fund Society first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $90.1M in Q2 2025. 1,086 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Wilmington Savings Fund Society held 691,236 shares of iShares MSCI EAFE ETF worth $71.8M as of Q2 2026.
  • Wilmington Savings Fund Society bought 97,709 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $10M.
  • iShares MSCI EAFE ETF made up 1.6% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #14 holding.
  • Wilmington Savings Fund Society first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
  • Wilmington Savings Fund Society's iShares MSCI EAFE ETF position peaked at $90.1M in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.