Bellwether Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Bellwether Advisors’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	$1.1M	Buy	10,555 +4,972	+89%	+$511K	0.16%	105
2026 Q1	$542K	Buy	+5,583	New	+$559K	0.09%	111
2025 Q1	–	Sell	-4,401	Closed	-$333K	–	518
2024 Q4	$333K	Hold	4,401	–	–	0.06%	101
2024 Q3	$368K	Buy	4,401 +83	+2%	+$6.68K	0.07%	93
2024 Q2	$338K	Sell	4,318 -240	-5%	-$19K	0.07%	97
2024 Q1	$364K	Sell	4,558 -87	-2%	-$6.65K	0.08%	99
2023 Q4	$350K	Sell	4,645 -56	-1%	-$3.96K	0.09%	98
2023 Q3	$324K	Sell	4,701 -65	-1%	-$4.66K	0.09%	99
2023 Q2	$346K	Buy	4,766 +290	+6%	+$21.1K	0.1%	72
2023 Q1	$320K	Sell	4,476 -2,666	-37%	-$186K	0.09%	109
2022 Q4	$469K	Buy	7,142 +3,103	+77%	+$194K	0.14%	96
2022 Q3	$226K	Buy	4,039 +222	+6%	+$13.8K	0.07%	100
2022 Q2	$238K	Buy	3,817 +124	+3%	+$8.44K	0.08%	108
2022 Q1	$271K	Buy	3,693 +269	+8%	+$20.1K	0.08%	126
2021 Q4	$269K	Hold	3,424	–	–	0.08%	114
2021 Q3	$268K	Sell	3,424 -309	-8%	-$24.7K	0.09%	134
2021 Q2	$294K	Buy	3,733 +358	+11%	+$28.4K	0.1%	113
2021 Q1	$256K	Buy	3,375 +415	+14%	+$31.2K	0.1%	103
2020 Q4	$215K	Buy	+2,960	New	+$202K	0.09%	104

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

Bellwether Advisors's EFA Position: Q2 2026 in Review

Bellwether Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 89% in Q2 2026, buying an estimated $511K and bringing the position to 10,555 shares worth $1.1M. The position accounts for 0.16% of the portfolio, ranked #105.

Bellwether Advisors first reported a position in EFA in Q4 2020 and has held it in 19 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Bellwether Advisors held 10,555 shares of iShares MSCI EAFE ETF worth $1.1M as of Q2 2026.
Bellwether Advisors bought 4,972 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $511K.
iShares MSCI EAFE ETF made up 0.16% of Bellwether Advisors's portfolio in Q2 2026, its #105 holding.
Bellwether Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 19 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.