CWP
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Capital Wealth Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Capital Wealth 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
Q1 		$8.41M Buy
86,558
+3,350
+4% +$335K 0.05% 96
2025
Q4 		$7.99M Buy
83,208
+3,743
+5% +$355K 0.05% 79
2025
Q3 		$7.42M Buy
79,465
+16,938
+27% +$1.54M 0.05% 63
2025
Q2 		$5.59M Buy
62,527
+24,944
+66% +$2.13M 0.04% 60
2025
Q1 		$3.07M Buy
+37,583
New +$3.03M 0.03% 64
2020
Q1 		– Sell
-4,916
Closed -$341K – 244
2019
Q4 		$341K Buy
4,916
+674
+16% +$45.5K 0.02% 140
2019
Q3 		$284K Buy
4,242
+39
+0.9% +$2.51K 0.02% 191
2019
Q2 		$276K Buy
+4,203
New +$275K 0.02% 190
2018
Q2 		– Sell
-5,842
Closed -$408K – 94
2018
Q1 		$408K Buy
+5,842
New +$417K 0.28% 48

Other funds holding EFA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return