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

AllSquare 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	$36.9K	Hold	395	–	–	0.02%	262
2025 Q2	$35.3K	Hold	395	–	–	0.02%	261
2025 Q1	$32.3K	Hold	395	–	–	0.02%	259
2024 Q4	$29.9K	Buy	395 +190	+93%	+$15K	0.02%	265
2024 Q3	$17.1K	Hold	205	–	–	0.01%	327
2024 Q2	$16.1K	Hold	205	–	–	0.01%	326
2024 Q1	$16.4K	Hold	205	–	–	0.01%	332
2023 Q4	$15.4K	Hold	205	–	–	0.01%	326
2023 Q3	$14.1K	Hold	205	–	–	0.01%	335
2023 Q2	$14.6K	Buy	205 +54	+36%	+$3.92K	0.01%	336
2023 Q1	$10.8K	Hold	151	–	–	0.01%	363
2022 Q4	$9.91K	Hold	151	–	–	0.01%	364
2022 Q3	$8K	Hold	151	–	–	0.01%	376
2022 Q2	$9K	Hold	151	–	–	0.01%	377
2022 Q1	$11K	Hold	151	–	–	0.01%	369
2021 Q4	$12K	Hold	151	–	–	0.01%	370
2021 Q3	$12K	Hold	151	–	–	0.01%	353
2021 Q2	$12K	Hold	151	–	–	0.01%	370
2021 Q1	$11K	Hold	151	–	–	0.01%	369
2020 Q4	$11K	Hold	151	–	–	0.01%	339
2020 Q3	$10K	Hold	151	–	–	0.01%	335
2020 Q2	$9K	Hold	151	–	–	0.01%	349
2020 Q1	$8K	Hold	151	–	–	0.01%	328
2019 Q4	$10K	Sell	151 -190	-56%	-$12.8K	0.01%	325
2019 Q3	$22K	Buy	341 +190	+126%	+$12.2K	0.02%	250
2019 Q2	$10K	Sell	151 -940	-86%	-$61.5K	0.01%	333
2019 Q1	$71K	Hold	1,091	–	–	0.05%	150
2018 Q4	$64K	Hold	1,091	–	–	0.05%	145
2018 Q3	$74K	Hold	1,091	–	–	0.06%	141
2018 Q2	$73K	Buy	+1,091	New	+$76.5K	0.06%	139

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

AllSquare Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2025 at 395 shares worth $36.9K. The position accounts for 0.02% of the portfolio, ranked #262.

AllSquare Wealth Management first reported a position in EFA in Q2 2018 and has held it in 30 quarters since. The position peaked at $74K in Q3 2018. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

AllSquare Wealth Management held 395 shares of iShares MSCI EAFE ETF worth $36.9K as of Q3 2025.
AllSquare Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q3 2025.
iShares MSCI EAFE ETF made up 0.02% of AllSquare Wealth Management's portfolio in Q3 2025, its #262 holding.
AllSquare Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2018 and has held it in 30 quarters since.
AllSquare Wealth Management's iShares MSCI EAFE ETF position peaked at $74K in Q3 2018.
2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.