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Advyzon Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Advyzon Investment 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 		$2.27M Sell
21,829
-10,757
-33% -$1.11M 0.16% 132
2026
Q1 		$3.17M Sell
32,586
-9
-0% -$900 0.28% 82
2025
Q4 		$3.13M Buy
32,595
+9,354
+40% +$887K 0.36% 66
2025
Q3 		$2.17M Buy
23,241
+313
+1% +$28.5K 0.37% 57
2025
Q2 		$2.05M Sell
22,928
-531
-2% -$45.3K 0.45% 47
2025
Q1 		$1.92M Buy
23,459
+14,995
+177% +$1.21M 0.68% 26
2024
Q4 		$640K Buy
+8,464
New +$670K 0.25% 81

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Advyzon Investment Management's EFA Position: Q2 2026 in Review

Advyzon Investment Management reduced its iShares MSCI EAFE ETF (EFA) stake by 33% in Q2 2026, selling an estimated $1.11M and leaving 21,829 shares worth $2.27M. The position accounts for 0.16% of the portfolio, ranked #132.

Advyzon Investment Management first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.17M in Q1 2026. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Advyzon Investment Management held 21,829 shares of iShares MSCI EAFE ETF worth $2.27M as of Q2 2026.
  • Advyzon Investment Management sold 10,757 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.11M.
  • iShares MSCI EAFE ETF made up 0.16% of Advyzon Investment Management's portfolio in Q2 2026, its #132 holding.
  • Advyzon Investment Management first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's iShares MSCI EAFE ETF position peaked at $3.17M in Q1 2026.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.