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

Aprio 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 		$769K Buy
7,916
+610
+8% +$61K 0.04% 246
2025
Q4 		$758K Buy
7,306
+16
+0.2% +$1.52K 0.04% 239
2025
Q3 		$681K Sell
7,290
-34
-0.5% -$3.09K 0.07% 169
2025
Q2 		$655K Buy
7,324
+16
+0.2% +$1.37K 0.07% 157
2025
Q1 		$597K Buy
7,308
+3,928
+116% +$317K 0.07% 156
2024
Q4 		$256K Hold
3,380
– – 0.04% 246
2024
Q3 		$283K Hold
3,380
– – 0.05% 208
2024
Q2 		$265K Hold
3,380
– – 0.05% 191
2024
Q1 		$270K Sell
3,380
-180
-5% -$13.8K 0.05% 175
2023
Q4 		$268K Hold
3,560
– – 0.06% 152
2023
Q3 		$245K Hold
3,560
– – 0.07% 137
2023
Q2 		$258K Sell
3,560
-300
-8% -$21.8K 0.07% 123
2023
Q1 		$276K Sell
3,860
-497
-11% -$34.8K 0.09% 104
2022
Q4 		$286K Sell
4,357
-93
-2% -$5.83K 0.1% 89
2022
Q3 		$249K Buy
4,450
+170
+4% +$10.6K 0.1% 86
2022
Q2 		$267K Hold
4,280
– – 0.11% 83
2022
Q1 		$315K Hold
4,280
– – 0.12% 67
2021
Q4 		$337K Sell
4,280
-225
-5% -$17.8K 0.14% 53
2021
Q3 		$351K Hold
4,505
– – 0.16% 51
2021
Q2 		$355K Buy
+4,505
New +$358K 0.17% 49
2020
Q4 		$265K Buy
3,630
+217
+6% +$14.8K 0.18% 43
2020
Q3 		$217K Sell
3,413
-717
-17% -$45.9K 0.15% 63
2020
Q2 		$251K Hold
4,130
– – 0.24% 55
2020
Q1 		$221K Sell
4,130
-3,272
-44% -$208K 0.28% 53
2019
Q4 		$514K Buy
+7,402
New +$500K 0.38% 34

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

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

Aprio Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 8.3% in Q1 2026, buying an estimated $61K and bringing the position to 7,916 shares worth $769K. The position accounts for 0.04% of the portfolio, ranked #246.

Aprio Wealth Management first reported a position in EFA in Q4 2019 and has held it in 25 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Aprio Wealth Management held 7,916 shares of iShares MSCI EAFE ETF worth $769K as of Q1 2026.
  • Aprio Wealth Management bought 610 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $61K.
  • iShares MSCI EAFE ETF made up 0.04% of Aprio Wealth Management's portfolio in Q1 2026, its #246 holding.
  • Aprio Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.