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Advisor Resource Council’s iShares MSCI EAFE ETF EFA Stock Holding History

Advisor Resource Council’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 		– Sell
-11,297
Closed -$1.01M – 78
2025
Q2 		$1.01M Sell
11,297
-10,033
-47% -$857K 0.39% 40
2025
Q1 		$821K Buy
+21,330
New +$1.72M 0.07% 281
2024
Q4 		– Sell
-26,109
Closed -$2.18M – 127
2024
Q3 		$2.18M Buy
26,109
+8,366
+47% +$673K 0.99% 17
2024
Q2 		$1.39K Sell
17,743
-11,953
-40% -$947K ﹤0.01% 42
2024
Q1 		$2.24M Buy
29,696
+26,376
+794% +$2.02M 0.94% 17
2023
Q4 		$250K Sell
3,320
-9,514
-74% -$672K 0.03% 386
2023
Q3 		$885K Buy
12,834
+1,215
+10% +$87K 0.46% 37
2023
Q2 		$842K Sell
11,619
-670
-5% -$48.7K 0.38% 46
2023
Q1 		$886K Buy
+12,289
New +$860K 0.22% 117
2022
Q3 		– Sell
-5,624
Closed -$351K – 246
2022
Q2 		$351K Buy
+5,624
New +$383K 0.03% 356
2022
Q1 		– Sell
-6,030
Closed -$475K – 301
2021
Q4 		$475K Buy
+6,030
New +$478K 0.04% 340
2021
Q3 		– Sell
-5,698
Closed -$450K – 288
2021
Q2 		$450K Buy
+5,698
New +$453K 0.05% 318

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

Advisor Resource Council's EFA Position: Q3 2025 in Review

Advisor Resource Council sold out of iShares MSCI EAFE ETF (EFA) in Q3 2025, closing a stake of 11,297 shares — an estimated $1.01M sold.

Advisor Resource Council first reported a position in EFA in Q2 2021 and held it in 12 quarters. The position peaked at $2.24M in Q1 2024. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • Advisor Resource Council reported no remaining iShares MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Advisor Resource Council sold 11,297 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $1.01M.
  • Advisor Resource Council first reported a position in iShares MSCI EAFE ETF in Q2 2021 and held it in 12 quarters.
  • Advisor Resource Council's iShares MSCI EAFE ETF position peaked at $2.24M in Q1 2024.
  • 2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.