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 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 $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

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

49 Wealth Management's EFA Position: Q1 2026 in Review

49 Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 0.85% in Q1 2026, buying an estimated $3.9K and bringing the position to 4,638 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #122.

49 Wealth Management first reported a position in EFA in Q4 2023 and has held it in 7 quarters since. The position peaked at $834K in Q1 2024. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

49 Wealth Management held 4,638 shares of iShares MSCI EAFE ETF worth $450K as of Q1 2026.
49 Wealth Management bought 39 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $3.9K.
iShares MSCI EAFE ETF made up 0.03% of 49 Wealth Management's portfolio in Q1 2026, its #122 holding.
49 Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 7 quarters since.
49 Wealth Management's iShares MSCI EAFE ETF position peaked at $834K in Q1 2024.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.