WoodTrust Financial’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
Q1 | $96.4M | Sell |
992,287
-83,000
| -8% | -$8.3M | 12.44% | 1 |
|
|
2025
Q4 | $103M | Buy |
1,075,287
+16,600
| +2% | +$1.57M | 12.05% | 1 |
|
|
2025
Q3 | $98.8M | Buy |
1,058,687
+44,688
| +4% | +$4.06M | 11.77% | 1 |
|
|
2025
Q2 | $90.6M | Buy |
1,013,999
+56,075
| +6% | +$4.79M | 11.52% | 1 |
|
|
2025
Q1 | $78.3M | Buy |
957,924
+65,851
| +7% | +$5.31M | 10.97% | 1 |
|
|
2024
Q4 | $67.5M | Buy |
892,073
+40,759
| +5% | +$3.23M | 9.49% | 1 |
|
|
2024
Q3 | $71.2M | Buy |
851,314
+48,826
| +6% | +$3.93M | 10.12% | 1 |
|
|
2024
Q2 | $62.9M | Buy |
+802,488
| New | +$63.6M | 9.77% | 1 |
|
|
2024
Q1 | – | Sell |
-730,142
| Closed | -$55M | – | 172 |
|
|
2023
Q4 | $55M | Sell |
730,142
-3,209
| -0.4% | -$227K | 9.39% | 1 |
|
|
2023
Q3 | $50.5M | Buy |
733,351
+18,663
| +3% | +$1.34M | 9.67% | 1 |
|
|
2023
Q2 | $51.8M | Buy |
714,688
+9,588
| +1% | +$696K | 9.6% | 1 |
|
|
2023
Q1 | $50.4M | Buy |
705,100
+23,184
| +3% | +$1.62M | 9.79% | 1 |
|
|
2022
Q4 | $44.8M | Buy |
681,916
+29,153
| +4% | +$1.83M | 9.25% | 1 |
|
|
2022
Q3 | $36.6M | Buy |
652,763
+39,359
| +6% | +$2.45M | 8.22% | 1 |
|
|
2022
Q2 | $38.3M | Buy |
613,404
+36,720
| +6% | +$2.5M | 8.61% | 1 |
|
|
2022
Q1 | $42.4M | Buy |
576,684
+54,325
| +10% | +$4.06M | 8.62% | 1 |
|
|
2021
Q4 | $41.1M | Buy |
522,359
+39,803
| +8% | +$3.15M | 8.51% | 1 |
|
|
2021
Q3 | $37.6M | Buy |
482,556
+34,818
| +8% | +$2.79M | 8.85% | 1 |
|
|
2021
Q2 | $35.3M | Buy |
447,738
+5,023
| +1% | +$399K | 9.32% | 1 |
|
|
2021
Q1 | $33.6M | Buy |
442,715
+18,216
| +4% | +$1.37M | 9.89% | 1 |
|
|
2020
Q4 | $31M | Buy |
424,499
+12,288
| +3% | +$840K | 9.67% | 1 |
|
|
2020
Q3 | $26.2M | Buy |
412,211
+9,345
| +2% | +$598K | 9.49% | 1 |
|
|
2020
Q2 | $24.5M | Buy |
402,866
+123,200
| +44% | +$7.12M | 9.8% | 1 |
|
|
2020
Q1 | $15M | Sell |
279,666
-119,555
| -30% | -$7.59M | 7.02% | 2 |
|
|
2019
Q4 | $27.7M | Buy |
399,221
+9,197
| +2% | +$621K | 10.93% | 1 |
|
|
2019
Q3 | $25.4M | Buy |
390,024
+13,458
| +4% | +$867K | 10.96% | 1 |
|
|
2019
Q2 | $24.8M | Buy |
376,566
+18,871
| +5% | +$1.23M | 11.14% | 1 |
|
|
2019
Q1 | $23.2M | Buy |
357,695
+99,630
| +39% | +$6.28M | 11.09% | 1 |
|
|
2018
Q4 | $15.2M | Sell |
258,065
-59,596
| -19% | -$3.72M | 8.57% | 1 |
|
|
2018
Q3 | $21.6M | Buy |
317,661
+12,301
| +4% | +$831K | 10.44% | 1 |
|
|
2018
Q2 | $20.4M | Buy |
305,360
+1,213
| +0.4% | +$85K | 10.73% | 1 |
|
|
2018
Q1 | $21.2M | Buy |
304,147
+10,582
| +4% | +$754K | 11.36% | 1 |
|
|
2017
Q4 | $20.6M | Buy |
+293,565
| New | +$20.4M | 10.97% | 1 |
|
Other funds holding EFA
NMIMC
WoodTrust Financial's EFA Position: Q1 2026 in Review
WoodTrust Financial reduced its iShares MSCI EAFE ETF (EFA) stake by 7.7% in Q1 2026, selling an estimated $8.3M and leaving 992,287 shares worth $96.4M. The position accounts for 12.44% of the portfolio, ranked #1.
WoodTrust Financial first reported a position in EFA in Q4 2017 and has held it in 33 quarters since. The position peaked at $103M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- WoodTrust Financial held 992,287 shares of iShares MSCI EAFE ETF worth $96.4M as of Q1 2026.
- WoodTrust Financial sold 83,000 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $8.3M.
- iShares MSCI EAFE ETF made up 12.44% of WoodTrust Financial's portfolio in Q1 2026, its #1 holding.
- WoodTrust Financial first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 33 quarters since.
- WoodTrust Financial's iShares MSCI EAFE ETF position peaked at $103M in Q4 2025.
- 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on WoodTrust Financial's 13F filing for Q1 2026, filed 6 May 2026.