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

Angeles 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 Q1	$6.77M	Buy	69,683 +111	+0.2%	+$11.1K	0.37%	36
2025 Q4	$6.68M	Buy	69,572 +60,423	+660%	+$5.73M	0.37%	35
2025 Q3	$854K	Buy	9,149 +6,192	+209%	+$563K	0.05%	127
2025 Q2	$264K	Buy	2,957 +62	+2%	+$5.29K	0.02%	282
2025 Q1	$237K	Hold	2,895	–	–	0.02%	259
2024 Q4	$219K	Hold	2,895	–	–	0.02%	277
2024 Q3	$242K	Hold	2,895	–	–	0.02%	238
2024 Q2	$227K	Hold	2,895	–	–	0.02%	216
2024 Q1	$231K	Hold	2,895	–	–	0.02%	198
2023 Q4	$218K	Sell	2,895 -1,690	-37%	-$119K	0.03%	190
2023 Q3	$316K	Buy	4,585 +1,440	+46%	+$103K	0.04%	125
2023 Q2	$228K	Hold	3,145	–	–	0.03%	167
2023 Q1	$225K	Hold	3,145	–	–	0.03%	166
2022 Q4	$206K	Hold	3,145	–	–	0.04%	165
2022 Q3	$176K	Sell	3,145 -700	-18%	-$43.6K	0.03%	168
2022 Q2	$240K	Hold	3,845	–	–	0.05%	147
2022 Q1	$283K	Buy	+3,845	New	+$288K	0.05%	137

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

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

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

Angeles Wealth Management's EFA Position: Q1 2026 in Review

Angeles Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 0.16% in Q1 2026, buying an estimated $11.1K and bringing the position to 69,683 shares worth $6.77M. The position accounts for 0.37% of the portfolio, ranked #36.

Angeles Wealth Management first reported a position in EFA in Q1 2022 and has held it in 17 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Angeles Wealth Management held 69,683 shares of iShares MSCI EAFE ETF worth $6.77M as of Q1 2026.
Angeles Wealth Management bought 111 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $11.1K.
iShares MSCI EAFE ETF made up 0.37% of Angeles Wealth Management's portfolio in Q1 2026, its #36 holding.
Angeles Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 17 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.