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Austin Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Austin Private Wealth’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
Q4 		$236K Buy
2,462
+286
+13% +$27.1K 0.02% 258
2025
Q3 		$203K Sell
2,176
-417
-16% -$37.9K 0.02% 289
2025
Q2 		$232K Buy
+2,593
New +$221K 0.02% 267

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Austin Private Wealth's EFA Position: Q4 2025 in Review

Austin Private Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 13% in Q4 2025, buying an estimated $27.1K and bringing the position to 2,462 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #258.

Austin Private Wealth first reported a position in EFA in Q2 2025 and has held it in 3 quarters since. 2,209 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

  • Austin Private Wealth held 2,462 shares of iShares MSCI EAFE ETF worth $236K as of Q4 2025.
  • Austin Private Wealth bought 286 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $27.1K.
  • iShares MSCI EAFE ETF made up 0.02% of Austin Private Wealth's portfolio in Q4 2025, its #258 holding.
  • Austin Private Wealth first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 3 quarters since.
  • 2,209 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.