ASB Consultores’s iShares MSCI EAFE ETF EFA Stock Holding History

ASB Consultores’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 Q2	–	Sell	-26,410	Closed	-$2.16M	–	150
2025 Q1	$2.16M	Sell	26,410 -27,060	-51%	-$2.18M	1.4%	9
2024 Q4	$4.04M	Buy	53,470 +650	+1%	+$51.5K	1.68%	7
2024 Q3	$4.42M	Hold	52,820	–	–	1.74%	8
2024 Q2	$4.14M	Hold	52,820	–	–	1.49%	9
2024 Q1	$4.22M	Hold	52,820	–	–	1.09%	14
2023 Q4	$3.98M	Hold	52,820	–	–	1.33%	15
2023 Q3	$3.64M	Buy	52,820 +26,410	+100%	+$1.89M	1.43%	16
2023 Q2	$1.91M	Sell	26,410 -26,410	-50%	-$1.92M	0.93%	18
2023 Q1	$3.78M	Sell	52,820 -153	-0.3%	-$10.7K	1.52%	16
2022 Q4	$3.48M	Buy	52,973 +26,338	+99%	+$1.65M	1.44%	15
2022 Q3	$1.49M	Hold	26,635	–	–	0.7%	19
2022 Q2	$1.66M	Hold	26,635	–	–	0.72%	16
2022 Q1	$1.96M	Sell	26,635 -664	-2%	-$49.7K	0.83%	19
2021 Q4	$2.15M	Buy	+27,299	New	+$2.16M	1.06%	16

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

ASB Consultores's EFA Position: Q2 2025 in Review

ASB Consultores sold out of iShares MSCI EAFE ETF (EFA) in Q2 2025, closing a stake of 26,410 shares — an estimated $2.16M sold.

ASB Consultores first reported a position in EFA in Q4 2021 and held it in 14 quarters. The position peaked at $4.42M in Q3 2024. 2,025 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

ASB Consultores reported no remaining iShares MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
ASB Consultores sold 26,410 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $2.16M.
ASB Consultores first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 14 quarters.
ASB Consultores's iShares MSCI EAFE ETF position peaked at $4.42M in Q3 2024.
2,025 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on ASB Consultores's 13F filing for Q2 2025, filed 13 Aug 2025.