Benjamin Edwards Inc’s iShares MSCI EAFE ETF EFA Stock Holding History

Benjamin Edwards Inc’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	$1.56M	Sell	14,999 -946	-6%	-$97.3K	0.01%	649
2026 Q1	$1.55M	Sell	15,945 -887	-5%	-$88.7K	0.02%	623
2025 Q4	$1.62M	Sell	16,832 -334	-2%	-$31.7K	0.02%	578
2025 Q3	$1.6M	Sell	17,166 -377	-2%	-$34.3K	0.02%	547
2025 Q2	$1.57M	Buy	17,543 +12,520	+249%	+$1.07M	0.02%	504
2025 Q1	$411K	Buy	+5,023	New	+$405K	0.01%	845
2022 Q3	–	Sell	-159	Closed	-$10K	–	712
2022 Q2	$10K	Buy	159 +89	+127%	+$6.06K	﹤0.01%	579
2022 Q1	$5K	Hold	70	–	–	﹤0.01%	650
2021 Q4	$6K	Buy	+70	New	+$5.54K	﹤0.01%	625

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

Benjamin Edwards Inc's EFA Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares MSCI EAFE ETF (EFA) stake by 5.9% in Q2 2026, selling an estimated $97.3K and leaving 14,999 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #649.

Benjamin Edwards Inc first reported a position in EFA in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.62M in Q4 2025. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Benjamin Edwards Inc held 14,999 shares of iShares MSCI EAFE ETF worth $1.56M as of Q2 2026.
Benjamin Edwards Inc sold 946 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $97.3K.
iShares MSCI EAFE ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #649 holding.
Benjamin Edwards Inc first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 9 quarters since.
Benjamin Edwards Inc's iShares MSCI EAFE ETF position peaked at $1.62M in Q4 2025.
2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.