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Axxcess Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Axxcess Wealth Management’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 		– Sell
-203,921
Closed -$19.6M – 569
2025
Q4 		$19.6M Buy
203,921
+189,113
+1,277% +$17.9M 0.34% 60
2025
Q3 		$1.38M Buy
14,808
+1,174
+9% +$107K 0.03% 384
2025
Q2 		$1.22M Buy
13,634
+9,010
+195% +$769K 0.03% 380
2025
Q1 		$378K Sell
4,624
-17,955
-80% -$1.45M 0.01% 610
2024
Q4 		$1.71M Sell
22,579
-16,278
-42% -$1.29M 0.04% 310
2024
Q3 		$3.25M Sell
38,857
-7,302
-16% -$588K 0.08% 190
2024
Q2 		$3.62M Buy
46,159
+41,570
+906% +$3.29M 0.1% 170
2024
Q1 		$366K Sell
4,589
-7,881
-63% -$603K 0.01% 616
2023
Q4 		$940K Buy
12,470
+4,630
+59% +$327K 0.03% 371
2023
Q3 		$540K Sell
7,840
-5,220
-40% -$374K 0.02% 451
2023
Q2 		$947K Buy
13,060
+5,505
+73% +$400K 0.07% 241
2023
Q1 		$540K Sell
7,555
-233
-3% -$16.3K 0.04% 360
2022
Q4 		$511K Sell
7,788
-53,653
-87% -$3.36M 0.04% 354
2022
Q3 		$3.44M Buy
+61,441
New +$3.83M 0.33% 68
2022
Q2 		– Sell
-148,233
Closed -$10.9M – 571
2022
Q1 		$10.9M Sell
148,233
-4,052
-3% -$303K 0.85% 17
2021
Q4 		$12M Buy
+152,285
New +$12.1M 0.87% 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
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Axxcess Wealth Management's EFA Position: Q1 2026 in Review

Axxcess Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 203,921 shares — an estimated $19.6M sold.

Axxcess Wealth Management first reported a position in EFA in Q4 2021 and held it in 16 quarters. The position peaked at $19.6M in Q4 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Axxcess Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 203,921 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $19.6M.
  • Axxcess Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 16 quarters.
  • Axxcess Wealth Management's iShares MSCI EAFE ETF position peaked at $19.6M in Q4 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.