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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
Q2 		$19.7M Buy
+189,942
New +$19.5M 0.31% 67
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 $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Axxcess Wealth Management's EFA Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 189,942 shares worth $19.7M. The stake represents 0.31% of the portfolio and ranks #67 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in EFA as recently as Q4 2025.

Axxcess Wealth Management first reported a position in EFA in Q4 2021 and has held it in 17 quarters since. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Axxcess Wealth Management held 189,942 shares of iShares MSCI EAFE ETF worth $19.7M as of Q2 2026.
  • iShares MSCI EAFE ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.31% of Axxcess Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Axxcess Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.