Abound Wealth Management
EFA icon

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

Abound 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
Q3 		$223K Buy
2,143
+341
+19% +$36.1K 0.04% 108
2026
Q2 		$187K Buy
1,802
+8
+0.4% +$823 0.04% 102
2026
Q1 		$174K Hold
1,794
– – 0.04% 102
2025
Q4 		$172K Buy
1,794
+8
+0.4% +$759 0.04% 94
2025
Q3 		$167K Sell
1,786
-2,329
-57% -$212K 0.04% 94
2025
Q2 		$368K Buy
4,115
+570
+16% +$48.7K 0.1% 52
2025
Q1 		$290K Sell
3,545
-30
-0.8% -$2.42K 0.1% 55
2024
Q4 		$270K Buy
3,575
+7
+0.2% +$554 0.09% 54
2024
Q3 		$298K Hold
3,568
– – 0.1% 47
2024
Q2 		$280K Sell
3,568
-80
-2% -$6.34K 0.1% 46
2024
Q1 		$291K Hold
3,648
– – 0.11% 46
2023
Q4 		$275K Sell
3,648
-147
-4% -$10.4K 0.11% 47
2023
Q3 		$262K Buy
3,795
+11
+0.3% +$788 0.11% 46
2023
Q2 		$274K Buy
3,784
+68
+2% +$4.94K 0.11% 46
2023
Q1 		$266K Sell
3,716
-364
-9% -$25.5K 0.12% 45
2022
Q4 		$268K Buy
4,080
+379
+10% +$23.7K 0.13% 40
2022
Q3 		$207K Sell
3,701
-425
-10% -$26.5K 0.11% 43
2022
Q2 		$258K Buy
4,126
+222
+6% +$15.1K 0.14% 38
2022
Q1 		$287K Buy
3,904
+1,155
+42% +$86.4K 0.21% 34
2021
Q4 		$216K Buy
+2,749
New +$218K 0.17% 37

Other funds holding EFA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Abound Wealth Management's EFA Position: Q3 2026 in Review

Abound Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 19% in Q3 2026, buying an estimated $36.1K and bringing the position to 2,143 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #108.

Abound Wealth Management first reported a position in EFA in Q4 2021 and has held it in 20 quarters since. The position peaked at $368K in Q2 2025. 2,033 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Abound Wealth Management held 2,143 shares of iShares MSCI EAFE ETF worth $223K as of Q3 2026.
  • Abound Wealth Management bought 341 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $36.1K.
  • iShares MSCI EAFE ETF made up 0.04% of Abound Wealth Management's portfolio in Q3 2026, its #108 holding.
  • Abound Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 20 quarters since.
  • Abound Wealth Management's iShares MSCI EAFE ETF position peaked at $368K in Q2 2025.
  • 2,033 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.