Coastal Bridge Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Coastal Bridge 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 Q2	$267K	Buy	+2,571	New	+$264K	0.02%	409
2026 Q1	–	Sell	-2,187	Closed	-$210K	–	455
2025 Q4	$210K	Hold	2,187	–	–	0.02%	431
2025 Q3	$204K	Buy	+2,187	New	+$199K	0.02%	433
2018 Q4	–	Sell	-798	Closed	-$54K	–	133
2018 Q3	$54K	Buy	+798	New	+$53.9K	0.02%	134

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

Coastal Bridge Advisors's EFA Position: Q2 2026 in Review

Coastal Bridge Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 2,571 shares worth $267K. The stake represents 0.02% of the portfolio and ranks #409 among its holdings. This is a return to the name: Coastal Bridge Advisors previously reported a position in EFA as recently as Q4 2025.

Coastal Bridge Advisors first reported a position in EFA in Q3 2018 and has held it in 4 quarters since. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Coastal Bridge Advisors held 2,571 shares of iShares MSCI EAFE ETF worth $267K as of Q2 2026.
iShares MSCI EAFE ETF was a new Coastal Bridge Advisors position in Q2 2026.
iShares MSCI EAFE ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #409 holding.
Coastal Bridge Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2018 and has held it in 4 quarters since.
2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.