Alta Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Alta Wealth Advisors’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	$360K	Hold	3,461	–	–	0.1%	135
2026 Q1	$336K	Hold	3,461	–	–	0.11%	137
2025 Q4	$332K	Hold	3,461	–	–	0.11%	126
2025 Q3	$323K	Sell	3,461 -10	-0.3%	-$909	0.12%	118
2025 Q2	$310K	Buy	+3,471	New	+$296K	0.15%	92
2024 Q4	–	Sell	-2,410	Closed	-$202K	–	138
2024 Q3	$202K	Buy	+2,410	New	+$194K	0.09%	130
2022 Q4	–	Sell	-3,680	Closed	-$206K	–	144
2022 Q3	$206K	Hold	3,680	–	–	0.15%	131
2022 Q2	$231K	Buy	3,680 +26	+0.7%	+$1.77K	0.16%	128
2022 Q1	$269K	Hold	3,654	–	–	0.16%	130
2021 Q4	$287K	Hold	3,654	–	–	0.18%	128
2021 Q3	$285K	Sell	3,654 -29	-0.8%	-$2.32K	0.21%	125
2021 Q2	$291K	Hold	3,683	–	–	0.21%	124
2021 Q1	$279K	Sell	3,683 -40	-1%	-$3.01K	0.23%	118
2020 Q4	$272K	Buy	+3,723	New	+$255K	0.23%	118

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Alta Wealth Advisors's EFA Position: Q2 2026 in Review

Alta Wealth Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 3,461 shares worth $360K. The position accounts for 0.1% of the portfolio, ranked #135.

Alta Wealth Advisors first reported a position in EFA in Q4 2020 and has held it in 14 quarters since. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Alta Wealth Advisors held 3,461 shares of iShares MSCI EAFE ETF worth $360K as of Q2 2026.
Alta Wealth Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.1% of Alta Wealth Advisors's portfolio in Q2 2026, its #135 holding.
Alta Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 14 quarters since.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.