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

Yousif 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 Q2	$25.6M	Buy	246,051 +52,769	+27%	+$5.43M	0.29%	50
2026 Q1	$18.8M	Buy	193,282 +85,795	+80%	+$8.58M	0.22%	70
2025 Q4	$10.5M	Buy	107,487 +39,482	+58%	+$3.74M	0.12%	153
2025 Q3	$6.35M	Sell	68,005 -154,411	-69%	-$14M	0.07%	261
2025 Q2	$19.9M	Buy	222,416 +166,691	+299%	+$14.2M	0.21%	73
2025 Q1	$4.55M	Sell	55,725 -104,738	-65%	-$8.44M	0.05%	333
2024 Q4	$12.1M	Buy	160,463 +12,940	+9%	+$1.02M	0.13%	130
2024 Q3	$12.3M	Buy	147,523 +68,100	+86%	+$5.48M	0.13%	138
2024 Q2	$6.22M	Sell	79,423 -29,190	-27%	-$2.31M	0.07%	262
2024 Q1	$8.67M	Sell	108,613 -18,100	-14%	-$1.38M	0.1%	201
2023 Q4	$9.55M	Sell	126,713 -5,160	-4%	-$365K	0.11%	163
2023 Q3	$9.09M	Sell	131,873 -17,220	-12%	-$1.23M	0.12%	166
2023 Q2	$10.8M	Buy	149,093 +69,100	+86%	+$5.02M	0.13%	146
2023 Q1	$5.72M	Sell	79,993 -44,830	-36%	-$3.14M	0.07%	262
2022 Q4	$8.19M	Sell	124,823 -30,450	-20%	-$1.91M	0.11%	191
2022 Q3	$8.7M	Hold	155,273	–	–	0.12%	156
2022 Q2	$9.7M	Sell	155,273 -260,200	-63%	-$17.7M	0.13%	147
2022 Q1	$30.6M	Buy	415,473 +200,100	+93%	+$15M	0.33%	43
2021 Q4	$16.9M	Buy	+215,373	New	+$17.1M	0.18%	93

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Yousif Capital Management's EFA Position: Q2 2026 in Review

Yousif Capital Management increased its iShares MSCI EAFE ETF (EFA) stake by 27% in Q2 2026, buying an estimated $5.43M and bringing the position to 246,051 shares worth $25.6M. The position accounts for 0.29% of the portfolio, ranked #50.

Yousif Capital Management first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $30.6M in Q1 2022. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Yousif Capital Management held 246,051 shares of iShares MSCI EAFE ETF worth $25.6M as of Q2 2026.
Yousif Capital Management bought 52,769 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $5.43M.
iShares MSCI EAFE ETF made up 0.29% of Yousif Capital Management's portfolio in Q2 2026, its #50 holding.
Yousif Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's iShares MSCI EAFE ETF position peaked at $30.6M in Q1 2022.
2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.