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

CCG 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 Q1	$339K	Buy	+3,491	New	+$349K	0.09%	104
2022 Q3	–	Sell	-5,701	Closed	-$356K	–	99
2022 Q2	$356K	Buy	5,701 +1,701	+43%	+$116K	0.2%	57
2022 Q1	$294K	Buy	+4,000	New	+$299K	0.14%	87
2020 Q2	–	Sell	-22,206	Closed	-$1.19M	–	62
2020 Q1	$1.19M	Sell	22,206 -29,001	-57%	-$1.84M	1.14%	20
2019 Q4	$3.56M	Sell	51,207 -9,685	-16%	-$654K	2.25%	15
2019 Q3	$3.97M	Sell	60,892 -8,222	-12%	-$530K	2.71%	11
2019 Q2	$4.54M	Buy	69,114 +8,254	+14%	+$540K	3.24%	10
2019 Q1	$3.95M	Sell	60,860 -858	-1%	-$54.1K	3.17%	9
2018 Q4	$3.63M	Buy	+61,718	New	+$3.85M	3.53%	9

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCG Wealth Management's EFA Position: Q1 2026 in Review

CCG Wealth Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2026: 3,491 shares worth $339K. The stake represents 0.09% of the portfolio and ranks #104 among its holdings. This is a return to the name: CCG Wealth Management previously reported a position in EFA as recently as Q2 2022.

CCG Wealth Management first reported a position in EFA in Q4 2018 and has held it in 9 quarters since. The position peaked at $4.54M in Q2 2019. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

CCG Wealth Management held 3,491 shares of iShares MSCI EAFE ETF worth $339K as of Q1 2026.
iShares MSCI EAFE ETF was a new CCG Wealth Management position in Q1 2026.
iShares MSCI EAFE ETF made up 0.09% of CCG Wealth Management's portfolio in Q1 2026, its #104 holding.
CCG Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 9 quarters since.
CCG Wealth Management's iShares MSCI EAFE ETF position peaked at $4.54M in Q2 2019.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.