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

BKM 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 Q1	$257K	Buy	2,646 +111	+4%	+$11.1K	0.09%	133
2025 Q4	$243K	Buy	2,535 +43	+2%	+$4.08K	0.09%	139
2025 Q3	$233K	Buy	2,492 +67	+3%	+$6.09K	0.09%	145
2025 Q2	$217K	Buy	+2,425	New	+$207K	0.08%	152
2025 Q1	–	Sell	-3,572	Closed	-$270K	–	161
2024 Q4	$270K	Buy	3,572 +30	+0.8%	+$2.38K	0.11%	142
2024 Q3	$296K	Sell	3,542 -111	-3%	-$8.93K	0.12%	135
2024 Q2	$286K	Buy	3,653 +186	+5%	+$14.7K	0.14%	128
2024 Q1	$260K	Sell	3,467 -891	-20%	-$68.1K	0.11%	142
2023 Q4	$328K	Buy	+4,358	New	+$308K	0.14%	124

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

BKM Wealth Management's EFA Position: Q1 2026 in Review

BKM Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 4.4% in Q1 2026, buying an estimated $11.1K and bringing the position to 2,646 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #133.

BKM Wealth Management first reported a position in EFA in Q4 2023 and has held it in 9 quarters since. The position peaked at $328K in Q4 2023. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

BKM Wealth Management held 2,646 shares of iShares MSCI EAFE ETF worth $257K as of Q1 2026.
BKM Wealth Management bought 111 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $11.1K.
iShares MSCI EAFE ETF made up 0.09% of BKM Wealth Management's portfolio in Q1 2026, its #133 holding.
BKM Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 9 quarters since.
BKM Wealth Management's iShares MSCI EAFE ETF position peaked at $328K in Q4 2023.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.