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Axos Invest’s iShares MSCI EAFE ETF EFA Stock Holding History

Axos Invest’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
-4,398
Closed -$393K – 23
2025
Q2 		$393K Sell
4,398
-147
-3% -$12.6K 0.3% 17
2025
Q1 		$371K Sell
4,545
-345
-7% -$27.8K 0.29% 17
2024
Q4 		$370K Sell
4,890
-280
-5% -$22.2K 0.27% 19
2024
Q3 		$432K Buy
+5,170
New +$416K 0.3% 18

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

Axos Invest's EFA Position: Q3 2025 in Review

Axos Invest sold out of iShares MSCI EAFE ETF (EFA) in Q3 2025, closing a stake of 4,398 shares — an estimated $393K sold.

Axos Invest first reported a position in EFA in Q3 2024 and held it in 4 quarters. The position peaked at $432K in Q3 2024. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • Axos Invest reported no remaining iShares MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Axos Invest sold 4,398 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $393K.
  • Axos Invest first reported a position in iShares MSCI EAFE ETF in Q3 2024 and held it in 4 quarters.
  • Axos Invest's iShares MSCI EAFE ETF position peaked at $432K in Q3 2024.
  • 2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Axos Invest's 13F filing for Q3 2025, filed 16 Oct 2025.