Brewster Financial Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Brewster Financial Planning’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 Q2	$33.8M	Sell	325,592 -1,548	-0.5%	-$159K	18.57%	2
2026 Q1	$31.8M	Buy	327,140 +5,010	+2%	+$501K	19.22%	2
2025 Q4	$30.9M	Buy	322,130 +288	+0.1%	+$27.3K	19.01%	2
2025 Q3	$30.1M	Buy	321,842 +1,409	+0.4%	+$128K	18.9%	2
2025 Q2	$28.6M	Buy	320,433 +5,035	+2%	+$430K	19.32%	2
2025 Q1	$25.8M	Buy	315,398 +10,301	+3%	+$830K	19.05%	2
2024 Q4	$23.1M	Buy	305,097 +10,454	+4%	+$828K	17.47%	2
2024 Q3	$24.6M	Buy	294,643 +3,882	+1%	+$312K	19.11%	2
2024 Q2	$22.8M	Buy	290,761 +2,014	+0.7%	+$160K	19.16%	2
2024 Q1	$23.1M	Sell	288,747 -1,892	-0.7%	-$145K	19.83%	2
2023 Q4	$21.9M	Buy	290,639 +2,376	+0.8%	+$168K	19.81%	2
2023 Q3	$19.9M	Sell	288,263 -2,383	-0.8%	-$171K	19.89%	2
2023 Q2	$21.1M	Sell	290,646 -7,596	-3%	-$552K	20.35%	2
2023 Q1	$21.3M	Sell	298,242 -3,848	-1%	-$269K	21.4%	2
2022 Q4	$19.8M	Buy	302,090 +10,068	+3%	+$631K	21.01%	2
2022 Q3	$16.4M	Buy	292,022 +9,414	+3%	+$587K	19.11%	2
2022 Q2	$17.7M	Buy	282,608 +1,060	+0.4%	+$72.1K	19.61%	2
2022 Q1	$20.7M	Buy	281,548 +3,349	+1%	+$250K	19.93%	2
2021 Q4	$21.9M	Buy	+278,199	New	+$22M	19.9%	2

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Brewster Financial Planning's EFA Position: Q2 2026 in Review

Brewster Financial Planning reduced its iShares MSCI EAFE ETF (EFA) stake by 0.47% in Q2 2026, selling an estimated $159K and leaving 325,592 shares worth $33.8M. The position accounts for 18.57% of the portfolio, ranked #2.

Brewster Financial Planning first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. 2,256 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Brewster Financial Planning held 325,592 shares of iShares MSCI EAFE ETF worth $33.8M as of Q2 2026.
Brewster Financial Planning sold 1,548 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $159K.
iShares MSCI EAFE ETF made up 18.57% of Brewster Financial Planning's portfolio in Q2 2026, its #2 holding.
Brewster Financial Planning first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
2,256 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.