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

Bordeaux 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	$2.55M	Sell	28,478 -459	-2%	-$39.2K	0.33%	35
2025 Q1	$2.37M	Hold	28,937	–	–	0.44%	34
2024 Q4	$2.19M	Sell	28,937 -798	-3%	-$63.2K	0.35%	36
2024 Q3	$2.49M	Sell	29,735 -439	-1%	-$35.3K	0.45%	35
2024 Q2	$2.36M	Buy	30,174 +21,529	+249%	+$1.71M	0.45%	34
2024 Q1	$690K	Hold	8,645	–	–	0.23%	47
2023 Q4	$651K	Hold	8,645	–	–	0.22%	50
2023 Q3	$596K	Hold	8,645	–	–	0.24%	50
2023 Q2	$627K	Hold	8,645	–	–	0.26%	46
2023 Q1	$618K	Buy	+8,645	New	+$605K	0.32%	46
2022 Q3	–	Sell	-3,680	Closed	-$230K	–	85
2022 Q2	$230K	Sell	3,680 -1,041	-22%	-$70.9K	0.16%	73
2022 Q1	$347K	Hold	4,721	–	–	0.19%	66
2021 Q4	$371K	Buy	4,721 +841	+22%	+$66.6K	0.17%	71
2021 Q3	$303K	Sell	3,880 -2,463	-39%	-$197K	0.17%	64
2021 Q2	$500K	Sell	6,343 -632	-9%	-$50.2K	0.29%	53
2021 Q1	$529K	Hold	6,975	–	–	0.37%	40
2020 Q4	$509K	Buy	+6,975	New	+$477K	0.38%	41

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bordeaux Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 1.6% in Q2 2025, selling an estimated $39.2K and leaving 28,478 shares worth $2.55M. The position accounts for 0.33% of the portfolio, ranked #35.

Bordeaux Wealth Advisors first reported a position in EFA in Q4 2020 and has held it in 17 quarters since. 2,025 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

Bordeaux Wealth Advisors held 28,478 shares of iShares MSCI EAFE ETF worth $2.55M as of Q2 2025.
Bordeaux Wealth Advisors sold 459 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $39.2K.
iShares MSCI EAFE ETF made up 0.33% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #35 holding.
Bordeaux Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 17 quarters since.
2,025 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.