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

Aberdeen 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	$553K	Sell	5,327 -690	-11%	-$71K	0.27%	60
2026 Q1	$584K	Hold	6,017	–	–	0.27%	77
2025 Q4	$578K	Hold	6,017	–	–	0.27%	80
2025 Q3	$562K	Hold	6,017	–	–	0.35%	79
2025 Q2	$538K	Buy	+6,017	New	+$514K	0.36%	80
2025 Q1	–	Sell	-6,017	Closed	-$455K	–	163
2024 Q4	$455K	Sell	6,017 -100	-2%	-$7.92K	0.31%	87
2024 Q3	$512K	Sell	6,117 -100	-2%	-$8.05K	0.34%	88
2024 Q2	$487K	Hold	6,217	–	–	0.33%	90
2024 Q1	$496K	Hold	6,217	–	–	0.29%	89
2023 Q4	$468K	Hold	6,217	–	–	0.34%	85
2023 Q3	$428K	Hold	6,217	–	–	0.32%	88
2023 Q2	$451K	Hold	6,217	–	–	0.33%	89
2023 Q1	$445K	Hold	6,217	–	–	0.33%	86
2022 Q4	$408K	Sell	6,217 -200	-3%	-$12.5K	0.31%	91
2022 Q3	$359K	Sell	6,417 -100	-2%	-$6.23K	0.32%	91
2022 Q2	$407K	Hold	6,517	–	–	0.32%	82
2022 Q1	$480K	Sell	6,517 -1,403	-18%	-$105K	0.33%	85
2021 Q4	$623K	Buy	+7,920	New	+$627K	0.41%	68
2021 Q2	–	Sell	-6,697	Closed	-$508K	–	130
2021 Q1	$508K	Hold	6,697	–	–	0.4%	69
2020 Q4	$489K	Hold	6,697	–	–	0.37%	74
2020 Q3	$426K	Buy	+6,697	New	+$429K	0.41%	72
2020 Q1	–	Sell	-6,697	Closed	-$465K	–	125
2019 Q4	$465K	Buy	+6,697	New	+$452K	0.35%	71

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

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

Aberdeen Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 11% in Q2 2026, selling an estimated $71K and leaving 5,327 shares worth $553K. The position accounts for 0.27% of the portfolio, ranked #60.

Aberdeen Wealth Management first reported a position in EFA in Q4 2019 and has held it in 22 quarters since. The position peaked at $623K in Q4 2021. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Aberdeen Wealth Management held 5,327 shares of iShares MSCI EAFE ETF worth $553K as of Q2 2026.
Aberdeen Wealth Management sold 690 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $71K.
iShares MSCI EAFE ETF made up 0.27% of Aberdeen Wealth Management's portfolio in Q2 2026, its #60 holding.
Aberdeen Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 22 quarters since.
Aberdeen Wealth Management's iShares MSCI EAFE ETF position peaked at $623K in Q4 2021.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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