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 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 $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

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

Aberdeen Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 6,017 shares worth $584K. The position accounts for 0.27% of the portfolio, ranked #77.

Aberdeen Wealth Management first reported a position in EFA in Q4 2019 and has held it in 21 quarters since. The position peaked at $623K in Q4 2021. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Aberdeen Wealth Management held 6,017 shares of iShares MSCI EAFE ETF worth $584K as of Q1 2026.
Aberdeen Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.27% of Aberdeen Wealth Management's portfolio in Q1 2026, its #77 holding.
Aberdeen Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 21 quarters since.
Aberdeen Wealth Management's iShares MSCI EAFE ETF position peaked at $623K in Q4 2021.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.