1 North Wealth Services’s iShares MSCI EAFE ETF EFA Stock Holding History

1 North Wealth Services’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
2025 Q3	–	Sell	-1	Closed	-$111	–	259
2025 Q2	$111	Sell	1 -1	-50%	-$85	﹤0.01%	261
2025 Q1	$166	Buy	+2	New	+$161	﹤0.01%	259
2019 Q4	$1.03M	Buy	14,883 +1,442	+11%	+$97.4K	0.64%	44
2019 Q3	$876K	Buy	+13,441	New	+$866K	0.59%	43
2019 Q1	$762K	Sell	11,752 -1,897	-14%	-$120K	0.54%	44
2018 Q4	$802K	Buy	+13,649	New	+$852K	0.67%	40

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1 North Wealth Services's EFA Position: Q3 2025 in Review

1 North Wealth Services sold out of iShares MSCI EAFE ETF (EFA) in Q3 2025, closing a stake of 1 share — an estimated $111 sold.

1 North Wealth Services first reported a position in EFA in Q4 2018 and held it in 6 quarters. The position peaked at $1.03M in Q4 2019. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

1 North Wealth Services reported no remaining iShares MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
1 North Wealth Services sold 1 iShares MSCI EAFE ETF share in Q3 2025, an estimated $111.
1 North Wealth Services first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 6 quarters.
1 North Wealth Services's iShares MSCI EAFE ETF position peaked at $1.03M in Q4 2019.
2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on 1 North Wealth Services's 13F filing for Q3 2025, filed 13 Nov 2025.