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Aaron Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Aaron Wealth Advisors’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 		$6.56M Hold
63,106
– – 0.33% 39
2026
Q1 		$6.13M Sell
63,106
-193
-0.3% -$19.3K 0.35% 35
2025
Q4 		$6.08M Sell
63,299
-34
-0.1% -$3.23K 0.33% 36
2025
Q3 		$5.91M Sell
63,333
-9,275
-13% -$843K 0.35% 35
2025
Q2 		$6.49M Hold
72,608
– – 0.66% 26
2025
Q1 		$5.93M Sell
72,608
-2,346
-3% -$189K 0.68% 22
2024
Q4 		$5.67M Buy
74,954
+136
+0.2% +$10.8K 0.66% 25
2024
Q3 		$6.26M Sell
74,818
-39
-0.1% -$3.14K 0.75% 20
2024
Q2 		$5.86M Buy
74,857
+5,583
+8% +$442K 0.81% 19
2024
Q1 		$5.53M Hold
69,274
– – 0.79% 20
2023
Q4 		$5.22M Hold
69,274
– – 0.87% 17
2023
Q3 		$4.77M Sell
69,274
-145
-0.2% -$10.4K 0.62% 29
2023
Q2 		$5.03M Hold
69,419
– – 0.65% 31
2023
Q1 		$4.96M Hold
69,419
– – 0.68% 33
2022
Q4 		$4.56M Hold
69,419
– – 0.67% 33
2022
Q3 		$3.89M Sell
69,419
-641
-0.9% -$40K 0.72% 35
2022
Q2 		$4.38M Buy
70,060
+2,944
+4% +$200K 1.1% 22
2022
Q1 		$4.94M Hold
67,116
– – 1.14% 19
2021
Q4 		$5.28M Hold
67,116
– – 1.48% 17
2021
Q3 		$5.24M Buy
67,116
+641
+1% +$51.3K 1.48% 16
2021
Q2 		$5.24M Hold
66,475
– – 1.73% 14
2021
Q1 		$5.04M Hold
66,475
– – 1.85% 14
2020
Q4 		$4.85M Buy
+66,475
New +$4.55M 1.78% 18

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Aaron Wealth Advisors's EFA Position: Q2 2026 in Review

Aaron Wealth Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 63,106 shares worth $6.56M. The position accounts for 0.33% of the portfolio, ranked #39.

Aaron Wealth Advisors first reported a position in EFA in Q4 2020 and has held it in 23 quarters since. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Aaron Wealth Advisors held 63,106 shares of iShares MSCI EAFE ETF worth $6.56M as of Q2 2026.
  • Aaron Wealth Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.33% of Aaron Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Aaron Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.