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Bruce G. Allen Investments’s iShares MSCI EAFE ETF EFA Stock Holding History

Bruce G. Allen Investments’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 		$58.8K Buy
+566
New +$58.2K 0.04% 240
2025
Q1 		– Sell
-1,576
Closed -$119K – 1102
2024
Q4 		$119K Buy
+1,576
New +$125K 0.1% 128
2024
Q1 		– Sell
-786
Closed -$59.2K – 986
2023
Q4 		$59.2K Buy
+786
New +$55.6K 0.05% 209

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Bruce G. Allen Investments's EFA Position: Q2 2026 in Review

Bruce G. Allen Investments opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 566 shares worth $58.8K. The stake represents 0.04% of the portfolio and ranks #240 among its holdings. This is a return to the name: Bruce G. Allen Investments previously reported a position in EFA as recently as Q4 2024.

Bruce G. Allen Investments first reported a position in EFA in Q4 2023 and has held it in 3 quarters since. The position peaked at $119K in Q4 2024. 2,271 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Bruce G. Allen Investments held 566 shares of iShares MSCI EAFE ETF worth $58.8K as of Q2 2026.
  • iShares MSCI EAFE ETF was a new Bruce G. Allen Investments position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.04% of Bruce G. Allen Investments's portfolio in Q2 2026, its #240 holding.
  • Bruce G. Allen Investments first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 3 quarters since.
  • Bruce G. Allen Investments's iShares MSCI EAFE ETF position peaked at $119K in Q4 2024.
  • 2,271 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.