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 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 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

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

Abound Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 0.45% in Q2 2026, buying an estimated $823 and bringing the position to 1,802 shares worth $187K. The position accounts for 0.04% of the portfolio, ranked #102.

Abound Wealth Management first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $368K in Q2 2025. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Abound Wealth Management held 1,802 shares of iShares MSCI EAFE ETF worth $187K as of Q2 2026.
Abound Wealth Management bought 8 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $823.
iShares MSCI EAFE ETF made up 0.04% of Abound Wealth Management's portfolio in Q2 2026, its #102 holding.
Abound Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
Abound Wealth Management's iShares MSCI EAFE ETF position peaked at $368K in Q2 2025.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.