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

Brass Tax 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
2025 Q3	$39.8M	Buy	426,171 +90,601	+27%	+$8.24M	6.62%	2
2025 Q2	$30M	Buy	335,570 +320,182	+2,081%	+$27.3M	5.78%	3
2025 Q1	$1.26M	Sell	15,388 -578	-4%	-$46.6K	0.26%	51
2024 Q4	$1.21M	Sell	15,966 -4,278	-21%	-$339K	0.25%	47
2024 Q3	$1.69M	Buy	20,244 +7,605	+60%	+$612K	0.36%	38
2024 Q2	$990K	Buy	12,639 +1,739	+16%	+$138K	0.43%	36
2024 Q1	$870K	Buy	+10,900	New	+$834K	0.45%	30

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

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

Brass Tax Wealth Management's EFA Position: Q3 2025 in Review

Brass Tax Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 27% in Q3 2025, buying an estimated $8.24M and bringing the position to 426,171 shares worth $39.8M. The position accounts for 6.62% of the portfolio, ranked #2.

Brass Tax Wealth Management first reported a position in EFA in Q1 2024 and has held it in 7 quarters since. 2,041 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

Brass Tax Wealth Management held 426,171 shares of iShares MSCI EAFE ETF worth $39.8M as of Q3 2025.
Brass Tax Wealth Management bought 90,601 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $8.24M.
iShares MSCI EAFE ETF made up 6.62% of Brass Tax Wealth Management's portfolio in Q3 2025, its #2 holding.
Brass Tax Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 7 quarters since.
2,041 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.