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Balanced Wealth Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Balanced Wealth Group’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 		$311K Sell
3,199
-75
-2% -$7.5K 0.11% 61
2025
Q4 		$308K Sell
3,274
-56
-2% -$5.31K 0.11% 59
2025
Q3 		$297K Hold
3,330
– – 0.13% 57
2025
Q2 		$291K Sell
3,330
-4,563
-58% -$390K 0.13% 59
2025
Q1 		$645K Hold
7,893
– – 0.31% 36
2024
Q4 		$625K Buy
7,893
+109
+1% +$8.63K 0.28% 39
2024
Q3 		$651K Buy
7,784
+124
+2% +$9.98K 0.29% 39
2024
Q2 		$601K Buy
7,660
+135
+2% +$10.7K 0.27% 39
2024
Q1 		$603K Buy
7,525
+4,748
+171% +$363K 0.27% 42
2023
Q4 		$209K Buy
+2,777
New +$196K 0.11% 61

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