Castle Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Castle 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	$489K	Sell	4,703 -53	-1%	-$5.45K	0.14%	87
2026 Q1	$462K	Hold	4,756	–	–	0.15%	83
2025 Q4	$457K	Sell	4,756 -60	-1%	-$5.69K	0.15%	85
2025 Q3	$450K	Hold	4,816	–	–	0.15%	80
2025 Q2	$431K	Sell	4,816 -550	-10%	-$47K	0.16%	81
2025 Q1	$439K	Hold	5,366	–	–	0.17%	80
2024 Q4	$406K	Hold	5,366	–	–	0.16%	87
2024 Q3	$449K	Hold	5,366	–	–	0.18%	81
2024 Q2	$420K	Sell	5,366 -128	-2%	-$10.1K	0.2%	87
2024 Q1	$439K	Sell	5,494 -60	-1%	-$4.59K	0.23%	90
2023 Q4	$418K	Hold	5,554	–	–	0.25%	86
2023 Q3	$383K	Buy	5,554 +435	+8%	+$31.2K	0.27%	75
2023 Q2	$371K	Sell	5,119 -797	-13%	-$57.9K	0.26%	79
2023 Q1	$423K	Sell	5,916 -3,349	-36%	-$234K	0.33%	69
2022 Q4	$608K	Hold	9,265	–	–	0.38%	52
2022 Q3	$519K	Sell	9,265 -340	-4%	-$21.2K	0.31%	56
2022 Q2	$600K	Buy	+9,605	New	+$654K	0.35%	51

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

Castle Wealth Management's EFA Position: Q2 2026 in Review

Castle Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 1.1% in Q2 2026, selling an estimated $5.45K and leaving 4,703 shares worth $489K. The position accounts for 0.14% of the portfolio, ranked #87.

Castle Wealth Management first reported a position in EFA in Q2 2022 and has held it in 17 quarters since. The position peaked at $608K in Q4 2022. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Castle Wealth Management held 4,703 shares of iShares MSCI EAFE ETF worth $489K as of Q2 2026.
Castle Wealth Management sold 53 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $5.45K.
iShares MSCI EAFE ETF made up 0.14% of Castle Wealth Management's portfolio in Q2 2026, its #87 holding.
Castle Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
Castle Wealth Management's iShares MSCI EAFE ETF position peaked at $608K in Q4 2022.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.