iShares Trust - iShares MSCI EAFE ETF
US ˙ ARCA ˙ US4642874659

SecurityEFA / iShares Trust - iShares MSCI EAFE ETF
InstitutionFinancial Insights, Inc.
Latest Disclosed Ownership4,158 shares
Latest Disclosed Value $ 403,867
Financial Insights, Inc. reports 2.54% increase in ownership of EFA / iShares Trust - iShares MSCI EAFE ETF

On May 19, 2026 - Financial Insights, Inc. filed a 13F-HR form disclosing ownership of 4,158 shares of iShares Trust - iShares MSCI EAFE ETF (US:EFA) valued at $403,867 USD as of March 31, 2026. The entity filed a previous 13F-HR on April 1, 2026 disclosing 4,055 shares of iShares Trust - iShares MSCI EAFE ETF. This represents a change in shares of 2.54% during the quarter. The current value of the position is $425,197 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-19 2026-03-31 13F ISHARES TR MSCI EAFE ETF 464287465 4,158 103 2.54 404 3.60 0.1309
2026-04-01 2025-12-31 13F ISHARES TR MSCI EAFE ETF 464287465 4,055 0 0.00 389 2.91 0.1305
2026-04-01 2025-09-30 13F ISHARES TR MSCI EAFE ETF 464287465 4,055 -89 -2.15 379 2.16 0.1254
2025-07-22 2025-06-30 13F ISHARES TR MSCI EAFE ETF 464287465 4,144 -603 -12.70 370 -4.39 0.1353
2025-04-25 2025-03-31 13F ISHARES TR MSCI EAFE ETF 464287465 4,747 427 9.88 388 18.71 0.1544
2025-03-05 2024-12-31 13F ISHARES TR MSCI EAFE ETF 464287465 4,320 -10,745 -71.32 327 -74.11 0.1212
2024-10-22 2024-09-30 13F ISHARES TR MSCI EAFE ETF 464287465 15,065 -16,279 -51.94 1,260 -48.72 0.3978
2024-07-16 2024-06-30 13F ISHARES TR MSCI EAFE ETF 464287465 31,344 1,398 4.67 2,455 2.68 0.6821
2024-04-25 2024-03-31 13F ISHARES TR MSCI EAFE ETF 464287465 29,946 25,881 636.68 2,391 681.37 0.6671
2024-01-25 2023-12-31 13F ISHARES TR MSCI EAFE ETF 464287465 4,065 894 28.19 306 44.34 0.0958
2023-12-07 2023-09-30 13F ISHARES TR MSCI EAFE ETF 464287465 3,171 -759 -19.31 212 -25.35 0.0758
2024-01-25 2023-06-30 13F ISHARES TR MSCI EAFE ETF 464287465 3,930 -877 -18.24 285 -17.20 0.1046
2023-04-18 2023-03-31 13F ISHARES TR MSCI EAFE ETF 464287465 4,807 -24 -0.50 344 8.20 0.1399
2023-02-10 2022-12-31 13F ISHARES TR MSCI EAFE ETF 464287465 4,831 -266 -5.22 317 10.84 0.1501
2022-10-27 2022-09-30 13F ISHARES TR MSCI EAFE ETF 464287465 5,097 -250 -4.68 286 -14.37 0.1925
2022-08-03 2022-06-30 13F ISHARES TR MSCI EAFE ETF 464287465 5,347 -970 -15.36 334 -28.17 0.3390
2022-05-11 2022-03-31 13F ISHARES TR MSCI EAFE ETF 464287465 6,317 967 18.07 465 10.45 0.4273
2022-02-09 2021-12-31 13F ISHARES TR MSCI EAFE ETF 464287465 5,350 352 7.04 421 7.95 0.3633
2021-11-12 2021-09-30 13F ISHARES TR MSCI EAFE ETF 464287465 4,998 283 6.00 390 -89.51 0.3587
2021-08-12 2021-06-30 13F ISHARES TR MSCI EAFE ETF 464287465 4,715 388 8.97 3,719 1,033.84 0.3080
2021-05-12 2021-03-31 13F ISHARES TR MSCI EAFE ETF 464287465 4,327 87 2.05 328 6.15 0.2422
2021-02-05 2020-12-31 13F ISHARES TR MSCI EAFE ETF 464287465 4,240 152 3.72 309 18.85 0.2394
2020-11-16 2020-09-30 13F ISHARES TR MSCI EAFE ETF 464287465 4,088 1,915 88.13 260 6.56 0.2213
2020-08-20 2020-06-30 13F ISHARES TR MSCI EAFE ETF 464287465 2,173 -1,817 -45.54 244 14.55 0.2167
2020-04-28 2020-03-31 13F ISHARES TR MSCI EAFE ETF 464287465 3,990 111 2.86 213 -20.82 0.2244
2020-02-07 2019-12-31 13F ISHARES TR MSCI EAFE ETF 464287465 3,879 0 0.00 269 6.32 0.2359
2019-10-31 2019-09-30 13F ISHARES TR MSCI EAFE ETF 464287465 3,879 0 0.00 253 4.55 0.2423
2019-08-20 2019-06-30 13F ISHARES TR MSCI EAFE ETF 464287465 3,879 -100 -2.51 242 -9.02 0.2456
2019-05-23 2019-03-31 13F ISHARES TR MSCI EAFE ETF 464287465 3,979 0 0.00 266 6.83 0.2772
2019-03-08 2018-12-31 13F ISHARES TR MSCI EAFE ETF 464287465 3,979 3,979 249 0.2780
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.