Winthrop Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Winthrop Capital Management’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	$268K	Hold	2,759	–	–	0.07%	112
2025 Q4	$265K	Hold	2,759	–	–	0.06%	118
2025 Q3	$258K	Hold	2,759	–	–	0.06%	113
2025 Q2	$247K	Hold	2,759	–	–	0.06%	122
2025 Q1	$225K	Hold	2,759	–	–	0.06%	116
2024 Q4	$209K	Buy	+2,759	New	+$219K	0.06%	128
2024 Q1	–	Sell	-2,759	Closed	-$208K	–	190
2023 Q4	$208K	Buy	+2,759	New	+$195K	0.07%	120

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

Winthrop Capital Management's EFA Position: Q1 2026 in Review

Winthrop Capital Management held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 2,759 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #112.

Winthrop Capital Management first reported a position in EFA in Q4 2023 and has held it in 7 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Winthrop Capital Management held 2,759 shares of iShares MSCI EAFE ETF worth $268K as of Q1 2026.
Winthrop Capital Management left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.07% of Winthrop Capital Management's portfolio in Q1 2026, its #112 holding.
Winthrop Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 7 quarters since.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.