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 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 $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

Benjamin Edwards Inc's EFA Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its iShares MSCI EAFE ETF (EFA) stake by 5.3% in Q1 2026, selling an estimated $88.7K and leaving 15,945 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #623.

Benjamin Edwards Inc first reported a position in EFA in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.62M in Q4 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Benjamin Edwards Inc held 15,945 shares of iShares MSCI EAFE ETF worth $1.55M as of Q1 2026.
Benjamin Edwards Inc sold 887 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $88.7K.
iShares MSCI EAFE ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q1 2026, its #623 holding.
Benjamin Edwards Inc first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 8 quarters since.
Benjamin Edwards Inc's iShares MSCI EAFE ETF position peaked at $1.62M in Q4 2025.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.