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Apexium Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Apexium Financial’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
2025
Q3 		$3.22M Buy
34,496
+900
+3% +$81.8K 0.16% 70
2025
Q2 		$3M Buy
33,596
+581
+2% +$49.6K 0.16% 68
2025
Q1 		$2.7M Buy
33,015
+2,323
+8% +$187K 0.16% 65
2024
Q4 		$2.32M Buy
30,692
+9,939
+48% +$787K 0.14% 67
2024
Q3 		$1.74M Buy
20,753
+5,180
+33% +$417K 0.11% 70
2024
Q2 		$1.22M Buy
15,573
+2,545
+20% +$202K 0.09% 79
2024
Q1 		$1.04M Buy
13,028
+495
+4% +$37.9K 0.08% 91
2023
Q4 		$944K Sell
12,533
-1,995
-14% -$141K 0.07% 118
2023
Q3 		$1M Sell
14,528
-386
-3% -$27.7K 0.1% 84
2023
Q2 		$1.08M Buy
14,914
+531
+4% +$38.6K 0.1% 81
2023
Q1 		$1.03M Buy
14,383
+1,619
+13% +$113K 0.1% 82
2022
Q4 		$838K Sell
12,764
-225
-2% -$14.1K 0.09% 94
2022
Q3 		$728K Buy
+12,989
New +$810K 0.09% 92
2022
Q1 		– Sell
-2,614
Closed -$206K – 98
2021
Q4 		$206K Buy
+2,614
New +$207K 0.11% 95
2020
Q1 		– Sell
-4,440
Closed -$308K – 69
2019
Q4 		$308K Buy
+4,440
New +$300K 0.4% 45

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Apexium Financial's EFA Position: Q3 2025 in Review

Apexium Financial increased its iShares MSCI EAFE ETF (EFA) stake by 2.7% in Q3 2025, buying an estimated $81.8K and bringing the position to 34,496 shares worth $3.22M. The position accounts for 0.16% of the portfolio, ranked #70.

Apexium Financial first reported a position in EFA in Q4 2019 and has held it in 15 quarters since. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • Apexium Financial held 34,496 shares of iShares MSCI EAFE ETF worth $3.22M as of Q3 2025.
  • Apexium Financial bought 900 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $81.8K.
  • iShares MSCI EAFE ETF made up 0.16% of Apexium Financial's portfolio in Q3 2025, its #70 holding.
  • Apexium Financial first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 15 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.