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

ClientFirst 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	$479K	Hold	4,930	–	–	0.4%	25
2025 Q4	$473K	Sell	4,930 -270	-5%	-$25.6K	0.38%	26
2025 Q3	$486K	Sell	5,200 -50	-1%	-$4.54K	0.39%	27
2025 Q2	$469K	Hold	5,250	–	–	0.48%	23
2025 Q1	$429K	Hold	5,250	–	–	0.49%	20
2024 Q4	$397K	Buy	+5,250	New	+$416K	0.4%	23
2023 Q3	$364K	Hold	5,250	–	–	0.44%	20
2023 Q2	$388K	Hold	5,250	–	–	0.46%	17
2023 Q1	$381K	Hold	5,250	–	–	0.51%	16
2022 Q4	$345K	Hold	5,250	–	–	0.44%	16
2022 Q3	$337K	Hold	5,250	–	–	0.42%	18
2022 Q2	$328K	Buy	5,250 +265	+5%	+$18K	0.5%	21
2022 Q1	$367K	Hold	4,985	–	–	0.34%	20
2021 Q4	$367K	Buy	+4,985	New	+$395K	0.33%	20

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

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

ClientFirst Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 4,930 shares worth $479K. The position accounts for 0.4% of the portfolio, ranked #25.

ClientFirst Wealth Management first reported a position in EFA in Q4 2021 and has held it in 14 quarters since. The position peaked at $486K in Q3 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

ClientFirst Wealth Management held 4,930 shares of iShares MSCI EAFE ETF worth $479K as of Q1 2026.
ClientFirst Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.4% of ClientFirst Wealth Management's portfolio in Q1 2026, its #25 holding.
ClientFirst Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 14 quarters since.
ClientFirst Wealth Management's iShares MSCI EAFE ETF position peaked at $486K in Q3 2025.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.