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 Q2	$338K	Buy	3,249 +50	+2%	+$5.14K	0.11%	63
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Balanced Wealth Group's EFA Position: Q2 2026 in Review

Balanced Wealth Group increased its iShares MSCI EAFE ETF (EFA) stake by 1.6% in Q2 2026, buying an estimated $5.14K and bringing the position to 3,249 shares worth $338K. The position accounts for 0.11% of the portfolio, ranked #63.

Balanced Wealth Group first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $651K in Q3 2024. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Balanced Wealth Group held 3,249 shares of iShares MSCI EAFE ETF worth $338K as of Q2 2026.
Balanced Wealth Group bought 50 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $5.14K.
iShares MSCI EAFE ETF made up 0.11% of Balanced Wealth Group's portfolio in Q2 2026, its #63 holding.
Balanced Wealth Group first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Balanced Wealth Group's iShares MSCI EAFE ETF position peaked at $651K in Q3 2024.
2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.