Balboa Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Balboa Wealth Partners’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	$619K	Sell	6,377 -7,502	-54%	-$751K	0.1%	166
2025 Q4	$1.33M	Buy	13,879 +85	+0.6%	+$8.06K	0.22%	75
2025 Q3	$1.29M	Buy	13,794 +1,345	+11%	+$122K	0.22%	72
2025 Q2	$1.11M	Buy	12,449 +9,786	+367%	+$836K	0.22%	82
2025 Q1	$218K	Buy	+2,663	New	+$215K	0.05%	252
2024 Q4	–	Sell	-16,388	Closed	-$1.37M	–	358
2024 Q3	$1.37M	Buy	+16,388	New	+$1.32M	0.34%	55
2023 Q4	–	Sell	-7,086	Closed	-$488K	–	296
2023 Q3	$488K	Sell	7,086 -1,528	-18%	-$109K	0.18%	104
2023 Q2	$625K	Buy	+8,614	New	+$626K	0.22%	85

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Balboa Wealth Partners's EFA Position: Q1 2026 in Review

Balboa Wealth Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 54% in Q1 2026, selling an estimated $751K and leaving 6,377 shares worth $619K. The position accounts for 0.1% of the portfolio, ranked #166.

Balboa Wealth Partners first reported a position in EFA in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.37M in Q3 2024. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Balboa Wealth Partners held 6,377 shares of iShares MSCI EAFE ETF worth $619K as of Q1 2026.
Balboa Wealth Partners sold 7,502 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $751K.
iShares MSCI EAFE ETF made up 0.1% of Balboa Wealth Partners's portfolio in Q1 2026, its #166 holding.
Balboa Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 8 quarters since.
Balboa Wealth Partners's iShares MSCI EAFE ETF position peaked at $1.37M in Q3 2024.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.