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Berger Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Berger Financial Group’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 		$201K Buy
2,073
+18
+0.9% +$1.8K 0.01% 456
2025
Q4 		$197K Buy
2,055
+346
+20% +$32.8K 0.01% 458
2025
Q3 		$160K Buy
+1,709
New +$155K 0.01% 438
2024
Q4 		– Sell
-3,554
Closed -$297K – 418
2024
Q3 		$297K Hold
3,554
– – 0.02% 307
2024
Q2 		$278K Buy
3,554
+9
+0.3% +$713 0.02% 297
2024
Q1 		$283K Sell
3,545
-4,924
-58% -$377K 0.02% 287
2023
Q4 		$638K Buy
8,469
+1,554
+22% +$110K 0.07% 147
2023
Q3 		$477K Hold
6,915
– – 0.05% 161
2023
Q2 		$501K Buy
6,915
+321
+5% +$23.3K 0.06% 157
2023
Q1 		$472K Sell
6,594
-875
-12% -$61.2K 0.06% 161
2022
Q4 		$490K Buy
+7,469
New +$468K 0.06% 153
2022
Q3 		– Sell
-8,224
Closed -$514K – 240
2022
Q2 		$514K Sell
8,224
-1,221
-13% -$83.1K 0.08% 135
2022
Q1 		$695K Sell
9,445
-420
-4% -$31.4K 0.09% 122
2021
Q4 		$776K Buy
9,865
+55
+0.6% +$4.36K 0.1% 120
2021
Q3 		$765K Hold
9,810
– – 0.14% 91
2021
Q2 		$774K Buy
9,810
+505
+5% +$40.1K 0.14% 91
2021
Q1 		$706K Buy
9,305
+176
+2% +$13.3K 0.15% 89
2020
Q4 		$666K Buy
+9,129
New +$624K 0.12% 112

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Berger Financial Group's EFA Position: Q1 2026 in Review

Berger Financial Group increased its iShares MSCI EAFE ETF (EFA) stake by 0.88% in Q1 2026, buying an estimated $1.8K and bringing the position to 2,073 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #456.

Berger Financial Group first reported a position in EFA in Q4 2020 and has held it in 18 quarters since. The position peaked at $776K in Q4 2021. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Berger Financial Group held 2,073 shares of iShares MSCI EAFE ETF worth $201K as of Q1 2026.
  • Berger Financial Group bought 18 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1.8K.
  • iShares MSCI EAFE ETF made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #456 holding.
  • Berger Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 18 quarters since.
  • Berger Financial Group's iShares MSCI EAFE ETF position peaked at $776K in Q4 2021.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.