49 Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

49 Wealth 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	–	Sell	-4,638	Closed	-$450K	–	221
2026 Q1	$450K	Buy	4,638 +39	+0.8%	+$3.9K	0.03%	122
2025 Q4	$442K	Buy	4,599 +173	+4%	+$16.4K	0.04%	119
2025 Q3	$413K	Buy	+4,426	New	+$402K	0.04%	111
2024 Q4	–	Sell	-4,264	Closed	-$357K	–	175
2024 Q3	$357K	Buy	4,264 +220	+5%	+$17.7K	0.06%	107
2024 Q2	$317K	Sell	4,044 -6,450	-61%	-$511K	0.06%	112
2024 Q1	$834K	Sell	10,494 -66	-0.6%	-$5.05K	0.18%	40
2023 Q4	$796K	Buy	+10,560	New	+$746K	0.2%	40

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

49 Wealth Management's EFA Position: Q2 2026 in Review

49 Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 4,638 shares — an estimated $450K sold.

49 Wealth Management first reported a position in EFA in Q4 2023 and held it in 7 quarters. The position peaked at $834K in Q1 2024. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

49 Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 4,638 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $450K.
49 Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 7 quarters.
49 Wealth Management's iShares MSCI EAFE ETF position peaked at $834K in Q1 2024.
2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.