Collective Family Office’s iShares MSCI EAFE ETF EFA Stock Holding History

Collective Family Office’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	$832K	Sell	8,011 -225	-3%	-$23.1K	0.17%	92
2026 Q1	$800K	Hold	8,236	–	–	0.18%	85
2025 Q4	$791K	Hold	8,236	–	–	0.18%	88
2025 Q3	$769K	Hold	8,236	–	–	0.18%	86
2025 Q2	$736K	Hold	8,236	–	–	0.19%	85
2025 Q1	$673K	Hold	8,236	–	–	0.18%	89
2024 Q4	$623K	Hold	8,236	–	–	0.17%	98
2024 Q3	$689K	Hold	8,236	–	–	0.19%	93
2024 Q2	$645K	Buy	8,236 +2,325	+39%	+$184K	0.19%	98
2024 Q1	$472K	Sell	5,911 -251	-4%	-$19.2K	0.15%	113
2023 Q4	$464K	Hold	6,162	–	–	0.16%	106
2023 Q3	$425K	Buy	6,162 +190	+3%	+$13.6K	0.17%	110
2023 Q2	$433K	Hold	5,972	–	–	0.17%	115
2023 Q1	$427K	Buy	5,972 +611	+11%	+$42.7K	0.18%	108
2022 Q4	$352K	Sell	5,361 -2,457	-31%	-$154K	0.16%	117
2022 Q3	$438K	Sell	7,818 -6,500	-45%	-$405K	0.22%	105
2022 Q2	$895K	Buy	14,318 +500	+4%	+$34K	0.39%	73
2022 Q1	$1.02M	Hold	13,818	–	–	0.39%	70
2021 Q4	$1.09M	Sell	13,818 -200	-1%	-$15.8K	0.43%	64
2021 Q3	$1.09M	Hold	14,018	–	–	0.47%	56
2021 Q2	$1.11M	Buy	14,018 +1,400	+11%	+$111K	0.47%	60
2021 Q1	$957K	Sell	12,618 -1,650	-12%	-$124K	0.47%	62
2020 Q4	$1.04M	Buy	+14,268	New	+$976K	0.58%	52

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

Collective Family Office's EFA Position: Q2 2026 in Review

Collective Family Office reduced its iShares MSCI EAFE ETF (EFA) stake by 2.7% in Q2 2026, selling an estimated $23.1K and leaving 8,011 shares worth $832K. The position accounts for 0.17% of the portfolio, ranked #92.

Collective Family Office first reported a position in EFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.11M in Q2 2021. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Collective Family Office held 8,011 shares of iShares MSCI EAFE ETF worth $832K as of Q2 2026.
Collective Family Office sold 225 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $23.1K.
iShares MSCI EAFE ETF made up 0.17% of Collective Family Office's portfolio in Q2 2026, its #92 holding.
Collective Family Office first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
Collective Family Office's iShares MSCI EAFE ETF position peaked at $1.11M in Q2 2021.
2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.