ZIM
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Zacks Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Zacks Investment 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 		$885K Buy
9,107
+2,015
+28% +$202K 0.01% 426
2025
Q4 		$681K Buy
7,092
+1,349
+23% +$128K 0.01% 458
2025
Q3 		$536K Sell
5,743
-3,423
-37% -$311K ﹤0.01% 482
2025
Q2 		$819K Sell
9,166
-1,256
-12% -$107K 0.01% 424
2025
Q1 		$852K Sell
10,422
-10,888
-51% -$878K 0.01% 421
2024
Q4 		$1.61M Buy
21,310
+15,219
+250% +$1.21M 0.01% 364
2024
Q3 		$509K Buy
6,091
+705
+13% +$56.7K ﹤0.01% 493
2024
Q2 		$422K Buy
5,386
+8
+0.1% +$634 ﹤0.01% 472
2024
Q1 		$430K Sell
5,378
-13,462
-71% -$1.03M ﹤0.01% 490
2023
Q4 		$1.42M Buy
18,840
+1,161
+7% +$82.1K 0.02% 332
2023
Q3 		$1.22M Buy
17,679
+9,778
+124% +$700K 0.02% 343
2023
Q2 		$573K Buy
7,901
+3,299
+72% +$240K 0.01% 445
2023
Q1 		$329K Sell
4,602
-39,858
-90% -$2.79M ﹤0.01% 504
2022
Q4 		$2.92M Buy
44,460
+36,054
+429% +$2.26M 0.04% 242
2022
Q3 		$471K Sell
8,406
-4,870
-37% -$304K 0.01% 426
2022
Q2 		$830K Buy
13,276
+6,684
+101% +$455K 0.01% 363
2022
Q1 		$485K Sell
6,592
-26,345
-80% -$1.97M 0.01% 445
2021
Q4 		$2.59M Buy
32,937
+23,759
+259% +$1.88M 0.04% 267
2021
Q3 		$716K Buy
9,178
+315
+4% +$25.2K 0.01% 412
2021
Q2 		$699K Sell
8,863
-105
-1% -$8.34K 0.01% 412
2021
Q1 		$681K Sell
8,968
-6,361
-41% -$479K 0.01% 399
2020
Q4 		$1.12M Buy
15,329
+9,156
+148% +$626K 0.02% 332
2020
Q3 		$393K Sell
6,173
-208
-3% -$13.3K 0.01% 426
2020
Q2 		$388K Buy
6,381
+63
+1% +$3.64K 0.01% 416
2020
Q1 		$338K Sell
6,318
-35,364
-85% -$2.24M 0.01% 421
2019
Q4 		$2.89M Buy
41,682
+34,155
+454% +$2.31M 0.05% 209
2019
Q3 		$491K Sell
7,527
-322
-4% -$20.8K 0.01% 442
2019
Q2 		$516K Buy
7,849
+38
+0.5% +$2.49K 0.01% 452
2019
Q1 		$507K Sell
7,811
-66,679
-90% -$4.2M 0.01% 457
2018
Q4 		$4.38M Buy
74,490
+59,912
+411% +$3.74M 0.11% 147
2018
Q3 		$991K Sell
14,578
-3,711
-20% -$251K 0.02% 396
2018
Q2 		$1.23M Buy
18,289
+3,556
+24% +$249K 0.03% 376
2018
Q1 		$1.03M Sell
14,733
-72
-0.5% -$5.13K 0.02% 406
2017
Q4 		$1.04M Buy
14,805
+951
+7% +$66.1K 0.02% 396
2017
Q3 		$949K Sell
13,854
-584
-4% -$39K 0.02% 385
2017
Q2 		$941K Buy
14,438
+352
+2% +$22.8K 0.02% 382
2017
Q1 		$877K Sell
14,086
-6,331
-31% -$383K 0.02% 391
2016
Q4 		$1.18M Buy
20,417
+6,898
+51% +$398K 0.03% 294
2016
Q3 		$799K Buy
13,519
+308
+2% +$17.9K 0.02% 378
2016
Q2 		$737K Buy
13,211
+1,508
+13% +$86.8K 0.02% 387
2016
Q1 		$669K Sell
11,703
-133,786
-92% -$7.37M 0.02% 405
2015
Q4 		$8.54M Buy
145,489
+135,419
+1,345% +$8.16M 0.28% 100
2015
Q3 		$577K Sell
10,070
-360
-3% -$22.2K 0.02% 402
2015
Q2 		$662K Buy
10,430
+380
+4% +$25.3K 0.02% 381
2015
Q1 		$645K Sell
10,050
-139,954
-93% -$8.81M 0.02% 378
2014
Q4 		$9.13M Buy
150,004
+119,574
+393% +$7.46M 0.3% 105
2014
Q3 		$1.95M Buy
30,430
+260
+0.9% +$17.3K 0.07% 173
2014
Q2 		$2.06M Buy
30,170
+16,092
+114% +$1.1M 0.07% 174
2014
Q1 		$946K Buy
+14,078
New +$930K 0.04% 262
2013
Q3 		– Sell
-18,318
Closed -$1.05M – 649
2013
Q2 		$1.05M Buy
+18,318
New +$1.11M 0.05% 216

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Zacks Investment Management's EFA Position: Q1 2026 in Review

Zacks Investment Management increased its iShares MSCI EAFE ETF (EFA) stake by 28% in Q1 2026, buying an estimated $202K and bringing the position to 9,107 shares worth $885K. The position accounts for 0.01% of the portfolio, ranked #426.

Zacks Investment Management first reported a position in EFA in Q2 2013 and has held it in 50 quarters since. The position peaked at $9.13M in Q4 2014. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Zacks Investment Management held 9,107 shares of iShares MSCI EAFE ETF worth $885K as of Q1 2026.
  • Zacks Investment Management bought 2,015 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $202K.
  • iShares MSCI EAFE ETF made up 0.01% of Zacks Investment Management's portfolio in Q1 2026, its #426 holding.
  • Zacks Investment Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 50 quarters since.
  • Zacks Investment Management's iShares MSCI EAFE ETF position peaked at $9.13M in Q4 2014.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.