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BlueSky Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

BlueSky Wealth 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
2025
Q2 		– Sell
-9,543
Closed -$780K – 72
2025
Q1 		$780K Sell
9,543
-224
-2% -$18.1K 0.12% 45
2024
Q4 		$739K Buy
9,767
+42
+0.4% +$3.33K 0.12% 47
2024
Q3 		$813K Sell
9,725
-289
-3% -$23.3K 0.13% 44
2024
Q2 		$784K Sell
10,014
-13
-0.1% -$1.03K 0.13% 46
2024
Q1 		$801K Buy
10,027
+3
+0% +$229 0.63% 20
2023
Q4 		$755K Sell
10,024
-351
-3% -$24.8K 0.14% 42
2023
Q3 		$715K Sell
10,375
-252
-2% -$18.1K 0.15% 43
2023
Q2 		$770K Sell
10,627
-39
-0.4% -$2.83K 0.15% 41
2023
Q1 		$763K Sell
10,666
-425
-4% -$29.7K 0.16% 40
2022
Q4 		$728K Sell
11,091
-325
-3% -$20.4K 0.16% 38
2022
Q3 		$639K Buy
11,416
+33
+0.3% +$2.06K 0.15% 39
2022
Q2 		$711K Sell
11,383
-3,895
-25% -$265K 0.16% 39
2022
Q1 		$1.12M Sell
15,278
-658
-4% -$49.2K 0.22% 37
2021
Q4 		$1.25M Sell
15,936
-184
-1% -$14.6K 0.23% 32
2021
Q3 		$1.26M Hold
16,120
– – 0.25% 30
2021
Q2 		$1.28M Buy
16,120
+13,383
+489% +$1.06M 0.25% 30
2021
Q1 		$212K Sell
2,737
-1,159
-30% -$87.3K 0.05% 58
2020
Q4 		$284K Buy
3,896
+37
+1% +$2.53K 0.07% 43
2020
Q3 		$252K Sell
3,859
-501
-11% -$32.1K 0.07% 45
2020
Q2 		$265K Buy
+4,360
New +$252K 0.08% 45
2020
Q1 		– Sell
-2,980
Closed -$208K – 52
2019
Q4 		$208K Buy
+2,980
New +$201K 0.07% 61
2018
Q2 		– Sell
-4,909
Closed -$342K – 56
2018
Q1 		$342K Sell
4,909
-13
-0.3% -$927 0.13% 46
2017
Q4 		$346K Hold
4,922
– – 0.14% 45
2017
Q3 		$337K Buy
4,922
+300
+6% +$20.1K 0.15% 45
2017
Q2 		$301K Sell
4,622
-1,050
-19% -$67.9K 0.14% 47
2017
Q1 		$353K Hold
5,672
– – 0.17% 43
2016
Q4 		$327K Buy
+5,672
New +$327K 0.16% 47

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlueSky Wealth Advisors's EFA Position: Q2 2025 in Review

BlueSky Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2025, closing a stake of 9,543 shares — an estimated $780K sold.

BlueSky Wealth Advisors first reported a position in EFA in Q4 2016 and held it in 27 quarters. The position peaked at $1.28M in Q2 2021. 2,025 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

  • BlueSky Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • BlueSky Wealth Advisors sold 9,543 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $780K.
  • BlueSky Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2016 and held it in 27 quarters.
  • BlueSky Wealth Advisors's iShares MSCI EAFE ETF position peaked at $1.28M in Q2 2021.
  • 2,025 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.