Brightwater Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Brightwater Advisory’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	$2.26M	Sell	21,772 -645	-3%	-$66.3K	1.43%	24
2026 Q1	$2.18M	Hold	22,417	–	–	1.44%	25
2025 Q4	$2.15M	Sell	22,417 -108	-0.5%	-$10.2K	1.45%	24
2025 Q3	$2.1M	Sell	22,525 -280	-1%	-$25.5K	1.44%	24
2025 Q2	$2.04M	Sell	22,805 -804	-3%	-$68.6K	1.47%	23
2025 Q1	$1.93M	Sell	23,609 -1,548	-6%	-$125K	1.53%	23
2024 Q4	$1.9M	Buy	25,157 +64	+0.3%	+$5.07K	1.49%	23
2024 Q3	$2.1M	Sell	25,093 -461	-2%	-$37.1K	1.54%	21
2024 Q2	$2M	Sell	25,554 -522	-2%	-$41.4K	1.55%	22
2024 Q1	$2.08M	Sell	26,076 -850	-3%	-$65K	1.67%	21
2023 Q4	$2.03M	Buy	+26,926	New	+$1.9M	1.71%	21

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

Brightwater Advisory's EFA Position: Q2 2026 in Review

Brightwater Advisory reduced its iShares MSCI EAFE ETF (EFA) stake by 2.9% in Q2 2026, selling an estimated $66.3K and leaving 21,772 shares worth $2.26M. The position accounts for 1.43% of the portfolio, ranked #24.

Brightwater Advisory first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 2,269 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Brightwater Advisory held 21,772 shares of iShares MSCI EAFE ETF worth $2.26M as of Q2 2026.
Brightwater Advisory sold 645 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $66.3K.
iShares MSCI EAFE ETF made up 1.43% of Brightwater Advisory's portfolio in Q2 2026, its #24 holding.
Brightwater Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,269 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Brightwater Advisory's 13F filing for Q2 2026, filed 10 Aug 2026.