Antonelli Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Antonelli Financial 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	$14.2M	Sell	136,795 -14,420	-10%	-$1.48M	9.74%	3
2026 Q1	$14.7M	Buy	151,215 +19,500	+15%	+$1.95M	10.15%	3
2025 Q4	$12.6M	Buy	131,715 +16,801	+15%	+$1.59M	8.32%	4
2025 Q3	$10.7M	Buy	114,914 +169	+0.1%	+$15.4K	7.29%	4
2025 Q2	$10.3M	Buy	114,745 +7,065	+7%	+$603K	7.4%	5
2025 Q1	$8.8M	Sell	107,680 -16,045	-13%	-$1.29M	7.09%	4
2024 Q4	$9.35M	Buy	+123,725	New	+$9.8M	7.91%	4

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

Antonelli Financial Advisors's EFA Position: Q2 2026 in Review

Antonelli Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 9.5% in Q2 2026, selling an estimated $1.48M and leaving 136,795 shares worth $14.2M. The position accounts for 9.74% of the portfolio, ranked #3.

Antonelli Financial Advisors first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.7M in Q1 2026. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Antonelli Financial Advisors held 136,795 shares of iShares MSCI EAFE ETF worth $14.2M as of Q2 2026.
Antonelli Financial Advisors sold 14,420 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.48M.
iShares MSCI EAFE ETF made up 9.74% of Antonelli Financial Advisors's portfolio in Q2 2026, its #3 holding.
Antonelli Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Antonelli Financial Advisors's iShares MSCI EAFE ETF position peaked at $14.7M in Q1 2026.
2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.