Cassaday & Co Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Cassaday & Co Wealth Management’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	$141K	Buy	1,362 +6	+0.4%	+$617	﹤0.01%	410
2026 Q1	$132K	Buy	+1,356	New	+$136K	﹤0.01%	401

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

Cassaday & Co Wealth Management's EFA Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 0.44% in Q2 2026, buying an estimated $617 and bringing the position to 1,362 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Cassaday & Co Wealth Management first reported a position in EFA in Q1 2026 and has held it in 2 quarters since. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Cassaday & Co Wealth Management held 1,362 shares of iShares MSCI EAFE ETF worth $141K as of Q2 2026.
Cassaday & Co Wealth Management bought 6 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $617.
iShares MSCI EAFE ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #410 holding.
Cassaday & Co Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.