Aspect Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Aspect Partners’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	$329K	Sell	3,168 -3,853	-55%	-$396K	0.12%	63
2026 Q1	$682K	Buy	7,021 +4	+0.1%	+$400	0.28%	36
2025 Q4	$674K	Sell	7,017 -916	-12%	-$86.9K	0.29%	38
2025 Q3	$741K	Sell	7,933 -18,324	-70%	-$1.67M	0.34%	33
2025 Q2	$2.35M	Sell	26,257 -68,745	-72%	-$5.87M	1.16%	21
2025 Q1	$7.76M	Buy	95,002 +91,674	+2,755%	+$7.39M	4.45%	6
2024 Q4	$252K	Sell	3,328 -22,073	-87%	-$1.75M	0.15%	62
2024 Q3	$2.12M	Sell	25,401 -129,423	-84%	-$10.4M	1.19%	21
2024 Q2	$12.1M	Buy	154,824 +128,937	+498%	+$10.2M	7.22%	3
2024 Q1	$2.07M	Sell	25,887 -175,961	-87%	-$13.5M	1.63%	14
2023 Q4	$15.2M	Buy	+201,848	New	+$14.3M	9.81%	3

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

Aspect Partners's EFA Position: Q2 2026 in Review

Aspect Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 55% in Q2 2026, selling an estimated $396K and leaving 3,168 shares worth $329K. The position accounts for 0.12% of the portfolio, ranked #63.

Aspect Partners first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.2M in Q4 2023. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Aspect Partners held 3,168 shares of iShares MSCI EAFE ETF worth $329K as of Q2 2026.
Aspect Partners sold 3,853 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $396K.
iShares MSCI EAFE ETF made up 0.12% of Aspect Partners's portfolio in Q2 2026, its #63 holding.
Aspect Partners first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's iShares MSCI EAFE ETF position peaked at $15.2M in Q4 2023.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.