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

Accredited 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
2025
Q3 		$84.8K Sell
200
-708
-78% -$64.4K 0.06% 110
2025
Q2 		$81.2K Buy
908
+770
+558% +$65.7K 0.07% 111
2025
Q1 		$11.3K Hold
138
– – 0.01% 228
2024
Q4 		$10.4K Buy
+138
New +$10.9K 0.01% 248

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accredited Wealth Management's EFA Position: Q3 2025 in Review

Accredited Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 78% in Q3 2025, selling an estimated $64.4K and leaving 200 shares worth $84.8K. The position accounts for 0.06% of the portfolio, ranked #110.

Accredited Wealth Management first reported a position in EFA in Q4 2024 and has held it in 4 quarters since. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • Accredited Wealth Management held 200 shares of iShares MSCI EAFE ETF worth $84.8K as of Q3 2025.
  • Accredited Wealth Management sold 708 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $64.4K.
  • iShares MSCI EAFE ETF made up 0.06% of Accredited Wealth Management's portfolio in Q3 2025, its #110 holding.
  • Accredited Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 4 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.