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Catalyst Financial Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Catalyst Financial Partners’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 		$5.25M Hold
54,099
– – 0.62% 26
2025
Q4 		$5.2M Buy
54,099
+880
+2% +$83.5K 0.58% 26
2025
Q3 		$4.97M Sell
53,219
-30
-0.1% -$2.73K 0.6% 25
2025
Q2 		$4.76M Buy
53,249
+13,000
+32% +$1.11M 0.52% 24
2025
Q1 		$3.29M Sell
40,249
-132
-0.3% -$10.6K 0.61% 27
2024
Q4 		$3.05M Sell
40,381
-1,511
-4% -$120K 0.57% 28
2024
Q3 		$3.5M Buy
41,892
+1,987
+5% +$160K 0.69% 23
2024
Q2 		$3.13M Buy
39,905
+2,965
+8% +$235K 0.69% 25
2024
Q1 		$2.82M Buy
36,940
+2,526
+7% +$193K 0.73% 24
2023
Q4 		$2.59M Sell
34,414
-1,288
-4% -$91K 0.73% 23
2023
Q3 		$2.46M Buy
35,702
+900
+3% +$64.5K 0.79% 23
2023
Q2 		$2.52M Sell
34,802
-1,606
-4% -$117K 0.9% 20
2023
Q1 		$2.6M Sell
36,408
-2,312
-6% -$162K 1.11% 16
2022
Q4 		$2.54M Buy
+38,720
New +$2.43M 1.31% 16

Other funds holding EFA

BlackRock
BlackRock New York $5.72T 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 $871B 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 $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $570B AUM 27.57% 1-Year Est. Return

Catalyst Financial Partners's EFA Position: Q1 2026 in Review

Catalyst Financial Partners held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 54,099 shares worth $5.25M. The position accounts for 0.62% of the portfolio, ranked #26.

Catalyst Financial Partners first reported a position in EFA in Q4 2022 and has held it in 14 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Catalyst Financial Partners held 54,099 shares of iShares MSCI EAFE ETF worth $5.25M as of Q1 2026.
  • Catalyst Financial Partners left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.62% of Catalyst Financial Partners's portfolio in Q1 2026, its #26 holding.
  • Catalyst Financial Partners first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.