ARA
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Alexander Randolph Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Alexander Randolph Advisory’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 		$858K Buy
8,832
+314
+4% +$31.4K 0.74% 28
2025
Q4 		$818K Buy
8,518
+160
+2% +$15.2K 0.68% 29
2025
Q3 		$780K Buy
8,358
+1,102
+15% +$100K 0.64% 31
2025
Q2 		$649K Buy
7,256
+1,835
+34% +$157K 0.58% 31
2025
Q1 		$443K Buy
5,421
+379
+8% +$30.5K 0.43% 35
2024
Q4 		$381K Hold
5,042
– – 0.35% 39
2024
Q3 		$422K Hold
5,042
– – 0.37% 39
2024
Q2 		$395K Buy
5,042
+385
+8% +$30.5K 0.37% 38
2024
Q1 		$372K Hold
4,657
– – 0.33% 39
2023
Q4 		$351K Buy
+4,657
New +$329K 0.32% 40

Other funds holding EFA

BlackRock
BlackRock New York $5.7T 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 $761B 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 $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $528B AUM 27.57% 1-Year Est. Return