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

Amplius 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	$914K	Buy	8,795 +716	+9%	+$73.6K	0.07%	82
2026 Q1	$785K	Hold	8,079	–	–	0.07%	84
2025 Q4	$776K	Sell	8,079 -1	-0%	-$95	0.07%	81
2025 Q3	$754K	Sell	8,080 -499	-6%	-$45.4K	0.07%	86
2025 Q2	$767K	Buy	8,579 +500	+6%	+$42.7K	0.07%	94
2025 Q1	$660K	Hold	8,079	–	–	0.07%	95
2024 Q4	$611K	Buy	8,079 +716	+10%	+$56.7K	0.06%	93
2024 Q3	$616K	Hold	7,363	–	–	0.07%	88
2024 Q2	$577K	Hold	7,363	–	–	0.06%	90
2024 Q1	$588K	Hold	7,363	–	–	0.07%	93
2023 Q4	$555K	Sell	7,363 -7,327	-50%	-$518K	0.07%	90
2023 Q3	$1.01M	Hold	14,690	–	–	0.14%	66
2023 Q2	$1.07M	Sell	14,690 -420	-3%	-$30.5K	0.14%	65
2023 Q1	$1.08M	Hold	15,110	–	–	0.16%	66
2022 Q4	$992K	Sell	15,110 -35	-0.2%	-$2.19K	0.16%	71
2022 Q3	$848K	Hold	15,145	–	–	0.15%	65
2022 Q2	$946K	Hold	15,145	–	–	0.15%	61
2022 Q1	$1.11M	Hold	15,145	–	–	0.17%	60
2021 Q4	$1.19M	Buy	+15,145	New	+$1.2M	0.16%	60

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

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

Amplius Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 8.9% in Q2 2026, buying an estimated $73.6K and bringing the position to 8,795 shares worth $914K. The position accounts for 0.07% of the portfolio, ranked #82.

Amplius Wealth Advisors first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.19M in Q4 2021. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Amplius Wealth Advisors held 8,795 shares of iShares MSCI EAFE ETF worth $914K as of Q2 2026.
Amplius Wealth Advisors bought 716 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $73.6K.
iShares MSCI EAFE ETF made up 0.07% of Amplius Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Amplius Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's iShares MSCI EAFE ETF position peaked at $1.19M in Q4 2021.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.