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

Alterna 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
2026 Q3	$677K	Buy	+6,521	New	+$691K	0.38%	61
2026 Q2	–	Sell	-6,191	Closed	-$601K	–	113
2026 Q1	$601K	Buy	+6,191	New	+$619K	0.46%	53
2025 Q4	–	Sell	-3,336	Closed	-$311K	–	104
2025 Q3	$311K	Sell	3,336 -3,517	-51%	-$320K	0.26%	76
2025 Q2	$613K	Sell	6,853 -5,381	-44%	-$459K	0.49%	53
2025 Q1	$1000K	Buy	+12,234	New	+$986K	0.76%	34
2024 Q4	–	Sell	-7,644	Closed	-$639K	–	107
2024 Q3	$639K	Sell	7,644 -8,767	-53%	-$705K	0.57%	44
2024 Q2	$1.29M	Buy	16,411 +4,179	+34%	+$331K	1.13%	25
2024 Q1	$977K	Buy	+12,232	New	+$936K	0.79%	27
2019 Q1	–	Sell	-100,690	Closed	-$6.56M	–	176
2018 Q4	$6.56M	Buy	+100,690	New	+$6.29M	1.07%	14

Other funds holding EFA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Alterna Wealth Management's EFA Position: Q3 2026 in Review

Alterna Wealth Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q3 2026: 6,521 shares worth $677K. The stake represents 0.38% of the portfolio and ranks #61 among its holdings. This is a return to the name: Alterna Wealth Management previously reported a position in EFA as recently as Q1 2026.

Alterna Wealth Management first reported a position in EFA in Q4 2018 and has held it in 9 quarters since. The position peaked at $6.56M in Q4 2018. 2,033 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Alterna Wealth Management held 6,521 shares of iShares MSCI EAFE ETF worth $677K as of Q3 2026.
iShares MSCI EAFE ETF was a new Alterna Wealth Management position in Q3 2026.
iShares MSCI EAFE ETF made up 0.38% of Alterna Wealth Management's portfolio in Q3 2026, its #61 holding.
Alterna Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 9 quarters since.
Alterna Wealth Management's iShares MSCI EAFE ETF position peaked at $6.56M in Q4 2018.
2,033 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.