Ashford Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Ashford 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	$3.64M	Sell	35,040 -1,167	-3%	-$120K	0.75%	10
2026 Q1	$3.52M	Hold	36,207	–	–	0.82%	9
2025 Q4	$3.48M	Hold	36,207	–	–	0.76%	8
2025 Q3	$3.38M	Sell	36,207 -332	-0.9%	-$30.2K	0.75%	8
2025 Q2	$3.27M	Hold	36,539	–	–	0.76%	8
2025 Q1	$2.99M	Buy	36,539 +67	+0.2%	+$5.4K	0.75%	8
2024 Q4	$2.76M	Sell	36,472 -62	-0.2%	-$4.91K	0.64%	8
2024 Q3	$3.06M	Hold	36,534	–	–	0.71%	8
2024 Q2	$2.86M	Hold	36,534	–	–	0.7%	8
2024 Q1	$2.92M	Sell	36,534 -1,927	-5%	-$147K	0.74%	8
2023 Q4	$2.9M	Buy	38,461 +2,540	+7%	+$180K	0.8%	9
2023 Q3	$2.48M	Sell	35,921 -10,092	-22%	-$723K	0.78%	8
2023 Q2	$3.34M	Hold	46,013	–	–	1%	7
2023 Q1	$3.29M	Hold	46,013	–	–	1.07%	7
2022 Q4	$3.02M	Sell	46,013 -7,215	-14%	-$452K	1.04%	7
2022 Q3	$2.98M	Hold	53,228	–	–	1.11%	7
2022 Q2	$3.33M	Buy	+53,228	New	+$3.62M	1.16%	7

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

Ashford Advisors's EFA Position: Q2 2026 in Review

Ashford Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 3.2% in Q2 2026, selling an estimated $120K and leaving 35,040 shares worth $3.64M. The position accounts for 0.75% of the portfolio, ranked #10.

Ashford Advisors first reported a position in EFA in Q2 2022 and has held it in 17 quarters since. 2,256 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Ashford Advisors held 35,040 shares of iShares MSCI EAFE ETF worth $3.64M as of Q2 2026.
Ashford Advisors sold 1,167 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $120K.
iShares MSCI EAFE ETF made up 0.75% of Ashford Advisors's portfolio in Q2 2026, its #10 holding.
Ashford Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
2,256 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Ashford Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.