Bright Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Bright Financial 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
2026 Q1	$1.15M	Buy	11,814 +2,004	+20%	+$201K	0.53%	29
2025 Q4	$942K	Buy	9,810 +1,358	+16%	+$129K	0.44%	29
2025 Q3	$789K	Buy	8,452 +264	+3%	+$24K	0.39%	30
2025 Q2	$732K	Buy	8,188 +108	+1%	+$9.22K	0.41%	30
2025 Q1	$660K	Sell	8,080 -1,441	-15%	-$116K	0.41%	29
2024 Q4	$720K	Sell	9,521 -2,355	-20%	-$187K	0.45%	28
2024 Q3	$993K	Buy	11,876 +3,000	+34%	+$241K	0.63%	24
2024 Q2	$695K	Hold	8,876	–	–	0.49%	27
2024 Q1	$689K	Buy	+8,876	New	+$679K	0.51%	24

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

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

Bright Financial Advisors's EFA Position: Q1 2026 in Review

Bright Financial Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 20% in Q1 2026, buying an estimated $201K and bringing the position to 11,814 shares worth $1.15M. The position accounts for 0.53% of the portfolio, ranked #29.

Bright Financial Advisors first reported a position in EFA in Q1 2024 and has held it in 9 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Bright Financial Advisors held 11,814 shares of iShares MSCI EAFE ETF worth $1.15M as of Q1 2026.
Bright Financial Advisors bought 2,004 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $201K.
iShares MSCI EAFE ETF made up 0.53% of Bright Financial Advisors's portfolio in Q1 2026, its #29 holding.
Bright Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.