AssuredPartners Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

AssuredPartners Investment 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 Q1	$575K	Buy	+5,834	New	+$584K	0.06%	232

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AssuredPartners Investment Advisors's EFA Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2026: 5,834 shares worth $575K. The stake represents 0.06% of the portfolio and ranks #232 among its holdings.

2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

AssuredPartners Investment Advisors held 5,834 shares of iShares MSCI EAFE ETF worth $575K as of Q1 2026.
iShares MSCI EAFE ETF was a new AssuredPartners Investment Advisors position in Q1 2026.
iShares MSCI EAFE ETF made up 0.06% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #232 holding.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.