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

BNC 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 		– Sell
-2,754
Closed -$264K – 111
2025
Q4 		$264K Buy
2,754
+8
+0.3% +$759 0.07% 85
2025
Q3 		$256K Sell
2,746
-19,169
-87% -$1.74M 0.06% 87
2025
Q2 		$1.96M Buy
21,915
+3,844
+21% +$328K 0.58% 46
2025
Q1 		$1.48M Buy
+18,071
New +$1.46M 0.53% 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
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

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

BNC Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 2,754 shares — an estimated $264K sold.

BNC Wealth Management first reported a position in EFA in Q1 2025 and held it in 4 quarters. The position peaked at $1.96M in Q2 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • BNC Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • BNC Wealth Management sold 2,754 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $264K.
  • BNC Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2025 and held it in 4 quarters.
  • BNC Wealth Management's iShares MSCI EAFE ETF position peaked at $1.96M in Q2 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

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