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Alpha Cubed Investments’s iShares MSCI EAFE ETF EFA Stock Holding History

Alpha Cubed Investments’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
Q4 		$1.1M Buy
11,446
+420
+4% +$39.8K 0.04% 116
2025
Q3 		$1.03M Sell
11,026
-910
-8% -$82.7K 0.04% 119
2025
Q2 		$1.07M Sell
11,936
-5,673
-32% -$484K 0.04% 116
2025
Q1 		$1.44M Sell
17,609
-31,785
-64% -$2.56M 0.06% 105
2024
Q4 		$3.73M Buy
+49,394
New +$3.91M 0.17% 68
2021
Q4 		– Sell
-3,735
Closed -$291K – 278
2021
Q3 		$291K Hold
3,735
– – 0.02% 214
2021
Q2 		$295K Sell
3,735
-23
-0.6% -$1.83K 0.02% 214
2021
Q1 		$285K Sell
3,758
-1,500
-29% -$113K 0.02% 211
2020
Q4 		$384K Buy
5,258
+248
+5% +$17K 0.03% 176
2020
Q3 		$319K Sell
5,010
-10,565
-68% -$676K 0.03% 171
2020
Q2 		$948K Sell
15,575
-15,942
-51% -$922K 0.1% 85
2020
Q1 		$1.69M Sell
31,517
-2,106
-6% -$134K 0.2% 74
2019
Q4 		$2.33M Buy
33,623
+308
+0.9% +$20.8K 0.24% 71
2019
Q3 		$2.17M Sell
33,315
-2,923
-8% -$188K 0.25% 73
2019
Q2 		$2.38M Sell
36,238
-9,773
-21% -$640K 0.28% 71
2019
Q1 		$2.98M Buy
46,011
+15,887
+53% +$1M 0.36% 61
2018
Q4 		$1.77M Sell
30,124
-1,373
-4% -$85.8K 0.27% 67
2018
Q3 		$2.01M Sell
31,497
-774
-2% -$52.3K 0.23% 81
2018
Q2 		$2.16M Sell
32,271
-1,118
-3% -$78.4K 0.28% 67
2018
Q1 		$2.33M Sell
33,389
-1,709
-5% -$122K 0.3% 66
2017
Q4 		$2.47M Buy
35,098
+2,133
+6% +$148K 0.32% 61
2017
Q3 		$2.26M Buy
32,965
+4,834
+17% +$323K 0.34% 59
2017
Q2 		$1.83M Buy
28,131
+8,095
+40% +$524K 0.31% 57
2017
Q1 		$1.25M Sell
20,036
-3,695
-16% -$223K 0.26% 61
2016
Q4 		$1.37M Buy
23,731
+483
+2% +$27.9K 0.33% 60
2016
Q3 		$1.38M Buy
+23,248
New +$1.35M 0.37% 54
2015
Q2 		– Sell
-18,245
Closed -$1.17M – 186
2015
Q1 		$1.17M Buy
+18,245
New +$1.15M 0.36% 75

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Alpha Cubed Investments's EFA Position: Q4 2025 in Review

Alpha Cubed Investments increased its iShares MSCI EAFE ETF (EFA) stake by 3.8% in Q4 2025, buying an estimated $39.8K and bringing the position to 11,446 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #116.

Alpha Cubed Investments first reported a position in EFA in Q1 2015 and has held it in 27 quarters since. The position peaked at $3.73M in Q4 2024. 2,208 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

  • Alpha Cubed Investments held 11,446 shares of iShares MSCI EAFE ETF worth $1.1M as of Q4 2025.
  • Alpha Cubed Investments bought 420 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $39.8K.
  • iShares MSCI EAFE ETF made up 0.04% of Alpha Cubed Investments's portfolio in Q4 2025, its #116 holding.
  • Alpha Cubed Investments first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 27 quarters since.
  • Alpha Cubed Investments's iShares MSCI EAFE ETF position peaked at $3.73M in Q4 2024.
  • 2,208 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.