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Ballast Rock Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Ballast Rock Private Wealth’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 		$399K Sell
3,840
-11,449
-75% -$1.18M 0.18% 126
2026
Q1 		$1.48M Buy
15,289
+10,960
+253% +$1.1M 0.82% 36
2025
Q4 		$416K Buy
+4,329
New +$411K 0.26% 106

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

Ballast Rock Private Wealth's EFA Position: Q2 2026 in Review

Ballast Rock Private Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 75% in Q2 2026, selling an estimated $1.18M and leaving 3,840 shares worth $399K. The position accounts for 0.18% of the portfolio, ranked #126.

Ballast Rock Private Wealth first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.48M in Q1 2026. 2,260 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Ballast Rock Private Wealth held 3,840 shares of iShares MSCI EAFE ETF worth $399K as of Q2 2026.
  • Ballast Rock Private Wealth sold 11,449 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.18M.
  • iShares MSCI EAFE ETF made up 0.18% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #126 holding.
  • Ballast Rock Private Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • Ballast Rock Private Wealth's iShares MSCI EAFE ETF position peaked at $1.48M in Q1 2026.
  • 2,260 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.