Bay Harbor Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Bay Harbor 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	$98.9K	Hold	952	–	–	0.02%	112
2026 Q1	$92.5K	Hold	952	–	–	0.02%	95
2025 Q4	$91.4K	Buy	+952	New	+$90.3K	0.02%	95
2025 Q3	–	Sell	-952	Closed	-$85.1K	–	1298
2025 Q2	$85.1K	Hold	952	–	–	0.02%	95
2025 Q1	$77.8K	Buy	+952	New	+$76.7K	0.02%	88
2019 Q4	–	Sell	-1,104	Closed	-$72K	–	346
2019 Q3	$72K	Hold	1,104	–	–	0.04%	128
2019 Q2	$73K	Sell	1,104 -1,630	-60%	-$107K	0.05%	134
2019 Q1	$177K	Sell	2,734 -95	-3%	-$5.99K	0.12%	97
2018 Q4	$166K	Buy	+2,829	New	+$177K	0.13%	95

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

Bay Harbor Wealth Management's EFA Position: Q2 2026 in Review

Bay Harbor Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 952 shares worth $98.9K. The position accounts for 0.02% of the portfolio, ranked #112.

Bay Harbor Wealth Management first reported a position in EFA in Q4 2018 and has held it in 9 quarters since. The position peaked at $177K in Q1 2019. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Bay Harbor Wealth Management held 952 shares of iShares MSCI EAFE ETF worth $98.9K as of Q2 2026.
Bay Harbor Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.02% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #112 holding.
Bay Harbor Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 9 quarters since.
Bay Harbor Wealth Management's iShares MSCI EAFE ETF position peaked at $177K in Q1 2019.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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