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Axiom Financial Strategies’s iShares MSCI EAFE ETF EFA Stock Holding History

Axiom Financial Strategies’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
Q3 		– Sell
-24,422
Closed -$2.18M – 52
2025
Q2 		$2.18M Hold
24,422
– – 1.22% 18
2025
Q1 		$2M Sell
24,422
-357
-1% -$28.8K 1.18% 18
2024
Q4 		$1.87M Hold
24,779
– – 1.05% 20
2024
Q3 		$2.07M Buy
24,779
+107
+0.4% +$8.61K 1.09% 21
2024
Q2 		$1.93M Hold
24,672
– – 1.26% 21
2024
Q1 		$1.97M Buy
24,672
+276
+1% +$21.1K 1.25% 21
2023
Q4 		$1.84M Hold
24,396
– – 1.19% 21
2023
Q3 		$1.68M Buy
24,396
+5,705
+31% +$409K 1.13% 22
2023
Q2 		$1.36M Buy
18,691
+7,994
+75% +$580K 0.78% 22
2023
Q1 		$765K Hold
10,697
– – 0.43% 27
2022
Q4 		$702K Sell
10,697
-1,683
-14% -$105K 0.44% 28
2022
Q3 		$693K Buy
12,380
+245
+2% +$15.3K 0.37% 37
2022
Q2 		$758K Buy
12,135
+294
+2% +$20K 0.4% 34
2022
Q1 		$808K Buy
11,841
+4,959
+72% +$371K 0.41% 34
2021
Q4 		$541K Sell
6,882
-3,761
-35% -$298K 0.25% 41
2021
Q3 		$830K Buy
10,643
+2,207
+26% +$177K 0.39% 35
2021
Q2 		$665K Sell
8,436
-123
-1% -$9.77K 0.31% 35
2021
Q1 		$649K Sell
8,559
-3,671
-30% -$276K 0.32% 35
2020
Q4 		$778K Hold
12,230
– – 0.47% 33
2020
Q3 		$778K Sell
12,230
-214
-2% -$13.7K 0.47% 33
2020
Q2 		$757K Sell
12,444
-35
-0.3% -$2.02K 0.49% 31
2020
Q1 		$667K Buy
+12,479
New +$792K 0.54% 31

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Axiom Financial Strategies's EFA Position: Q3 2025 in Review

Axiom Financial Strategies sold out of iShares MSCI EAFE ETF (EFA) in Q3 2025, closing a stake of 24,422 shares — an estimated $2.18M sold.

Axiom Financial Strategies first reported a position in EFA in Q1 2020 and held it in 22 quarters. The position peaked at $2.18M in Q2 2025. 2,041 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • Axiom Financial Strategies reported no remaining iShares MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Axiom Financial Strategies sold 24,422 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $2.18M.
  • Axiom Financial Strategies first reported a position in iShares MSCI EAFE ETF in Q1 2020 and held it in 22 quarters.
  • Axiom Financial Strategies's iShares MSCI EAFE ETF position peaked at $2.18M in Q2 2025.
  • 2,041 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Axiom Financial Strategies's 13F filing for Q3 2025, filed 14 Nov 2025.