CM Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

CM Wealth Advisors’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	$2.54M	Buy	26,197 +4,198	+19%	+$420K	0.54%	25
2025 Q4	$2.11M	Sell	21,999 -692	-3%	-$65.6K	0.48%	26
2025 Q3	$2.12M	Buy	22,691 +1,724	+8%	+$157K	0.56%	23
2025 Q2	$1.87M	Buy	20,967 +4,132	+25%	+$353K	0.55%	23
2025 Q1	$1.38M	Hold	16,835	–	–	0.44%	24
2024 Q4	$1.27M	Sell	16,835 -12,670	-43%	-$1M	0.42%	23
2024 Q3	$2.47M	Buy	29,505 +2,107	+8%	+$170K	0.8%	14
2024 Q2	$2.15M	Sell	27,398 -367	-1%	-$29.1K	1.02%	12
2024 Q1	$2.21M	Sell	27,765 -1,850	-6%	-$141K	0.63%	23
2023 Q4	$2.23M	Buy	29,615 +2,107	+8%	+$149K	0.96%	15
2023 Q3	$1.95M	Sell	27,508 -3,400	-11%	-$244K	0.75%	17
2023 Q2	$2.3M	Buy	+30,908	New	+$2.24M	0.75%	18
2023 Q1	–	Sell	-33,923	Closed	-$2.23M	–	418
2022 Q4	$2.23M	Sell	33,923 -809	-2%	-$50.7K	1.14%	12
2022 Q3	$1.95B	Hold	34,732	–	–	1.08%	12
2022 Q2	$2.17M	Buy	+34,732	New	+$2.36M	1.33%	11

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

CM Wealth Advisors's EFA Position: Q1 2026 in Review

CM Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 19% in Q1 2026, buying an estimated $420K and bringing the position to 26,197 shares worth $2.54M. The position accounts for 0.54% of the portfolio, ranked #25.

CM Wealth Advisors first reported a position in EFA in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.95B in Q3 2022. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

CM Wealth Advisors held 26,197 shares of iShares MSCI EAFE ETF worth $2.54M as of Q1 2026.
CM Wealth Advisors bought 4,198 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $420K.
iShares MSCI EAFE ETF made up 0.54% of CM Wealth Advisors's portfolio in Q1 2026, its #25 holding.
CM Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2022 and has held it in 15 quarters since.
CM Wealth Advisors's iShares MSCI EAFE ETF position peaked at $1.95B in Q3 2022.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.