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EFA icon

Advisor OS’s iShares MSCI EAFE ETF EFA Stock Holding History

Advisor OS’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 		$1.87M Sell
19,234
-9,393
-33% -$940K 0.14% 115
2025
Q4 		$2.75M Buy
28,627
+1,163
+4% +$110K 0.22% 75
2025
Q3 		$2.56M Buy
27,464
+1,018
+4% +$92.5K 0.22% 64
2025
Q2 		$2.36M Buy
26,446
+3,222
+14% +$275K 0.23% 64
2025
Q1 		$1.9M Buy
23,224
+381
+2% +$30.7K 0.22% 67
2024
Q4 		$1.73M Buy
22,843
+3,081
+16% +$244K 0.2% 77
2024
Q3 		$1.65M Sell
19,762
-6,619
-25% -$533K 0.16% 104
2024
Q2 		$2.07M Buy
26,381
+521
+2% +$41.3K 0.23% 86
2024
Q1 		$2.07M Sell
25,860
-172
-0.7% -$13.2K 0.24% 79
2023
Q4 		$1.96M Buy
26,032
+993
+4% +$70.2K 0.26% 72
2023
Q3 		$1.73M Buy
25,039
+175
+0.7% +$12.5K 0.26% 75
2023
Q2 		$1.8M Buy
24,864
+308
+1% +$22.4K 0.29% 65
2023
Q1 		$1.76M Hold
24,556
– – 0.42% 57
2022
Q4 		$1.61M Buy
24,556
+85
+0.3% +$5.33K 0.43% 54
2022
Q3 		$1.37M Hold
24,471
– – 0.41% 51
2022
Q2 		$1.53M Sell
24,471
-1,389
-5% -$94.5K 0.45% 48
2022
Q1 		$1.9M Buy
25,860
+2,888
+13% +$216K 0.55% 37
2021
Q4 		$1.81M Sell
22,972
-912
-4% -$72.2K 0.37% 70
2021
Q3 		$1.86M Sell
23,884
-179,073
-88% -$14.3M 0.41% 56
2021
Q2 		$16M Buy
202,957
+180,576
+807% +$14.3M 3.32% 8
2021
Q1 		$1.7M Buy
+22,381
New +$1.69M 0.38% 48

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
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor OS's EFA Position: Q1 2026 in Review

Advisor OS reduced its iShares MSCI EAFE ETF (EFA) stake by 33% in Q1 2026, selling an estimated $940K and leaving 19,234 shares worth $1.87M. The position accounts for 0.14% of the portfolio, ranked #115.

Advisor OS first reported a position in EFA in Q1 2021 and has held it in 21 quarters since. The position peaked at $16M in Q2 2021. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Advisor OS held 19,234 shares of iShares MSCI EAFE ETF worth $1.87M as of Q1 2026.
  • Advisor OS sold 9,393 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $940K.
  • iShares MSCI EAFE ETF made up 0.14% of Advisor OS's portfolio in Q1 2026, its #115 holding.
  • Advisor OS first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 21 quarters since.
  • Advisor OS's iShares MSCI EAFE ETF position peaked at $16M in Q2 2021.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.