ZWJ Investment Counsel’s iShares MSCI EAFE ETF EFA Stock Holding History

ZWJ Investment Counsel’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	–	Sell	-2,545	Closed	-$244K	–	244
2025 Q4	$244K	Buy	+2,545	New	+$241K	0.01%	197
2024 Q3	–	Sell	-2,779	Closed	-$218K	–	239
2024 Q2	$218K	Buy	+2,779	New	+$220K	0.01%	209
2024 Q1	–	Sell	-3,306	Closed	-$249K	–	229
2023 Q4	$249K	Buy	3,306 +325	+11%	+$23K	0.01%	175
2023 Q3	$205K	Buy	+2,981	New	+$214K	0.01%	185
2021 Q3	–	Sell	-3,407	Closed	-$269K	–	182
2021 Q2	$269K	Sell	3,407 -2,491	-42%	-$198K	0.02%	151
2021 Q1	$447K	Buy	5,898 +2,473	+72%	+$186K	0.03%	126
2020 Q4	$250K	Buy	+3,425	New	+$234K	0.02%	152
2019 Q1	–	Sell	-6,210	Closed	-$365K	–	157
2018 Q4	$365K	Buy	+6,210	New	+$388K	0.03%	120
2018 Q1	–	Sell	-30,806	Closed	-$2.17M	–	198
2017 Q4	$2.17M	Buy	30,806 +2	+0%	+$139	0.17%	75
2017 Q3	$2.11M	Sell	30,804 -240	-0.8%	-$16K	0.16%	75
2017 Q2	$2.02M	Sell	31,044 -7,282	-19%	-$471K	0.16%	77
2017 Q1	$2.39M	Buy	+38,326	New	+$2.32M	0.2%	75

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

NMIMC

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

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

ZWJ Investment Counsel's EFA Position: Q1 2026 in Review

ZWJ Investment Counsel sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 2,545 shares — an estimated $244K sold.

ZWJ Investment Counsel first reported a position in EFA in Q1 2017 and held it in 12 quarters. The position peaked at $2.39M in Q1 2017. 2,212 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

ZWJ Investment Counsel reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
ZWJ Investment Counsel sold 2,545 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $244K.
ZWJ Investment Counsel first reported a position in iShares MSCI EAFE ETF in Q1 2017 and held it in 12 quarters.
ZWJ Investment Counsel's iShares MSCI EAFE ETF position peaked at $2.39M in Q1 2017.
2,212 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on ZWJ Investment Counsel's 13F filing for Q1 2026, filed 24 Apr 2026.