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Comprehensive Money Management Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Comprehensive Money Management Services’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 		$382K Hold
3,937
– – 0.25% 130
2025
Q4 		$378K Hold
3,937
– – 0.26% 125
2025
Q3 		$368K Hold
3,937
– – 0.26% 121
2025
Q2 		$352K Hold
3,937
– – 0.27% 120
2025
Q1 		$322K Hold
3,937
– – 0.26% 126
2024
Q4 		$298K Buy
+3,937
New +$312K 0.25% 130

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Comprehensive Money Management Services's EFA Position: Q1 2026 in Review

Comprehensive Money Management Services held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 3,937 shares worth $382K. The position accounts for 0.25% of the portfolio, ranked #130.

Comprehensive Money Management Services first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Comprehensive Money Management Services held 3,937 shares of iShares MSCI EAFE ETF worth $382K as of Q1 2026.
  • Comprehensive Money Management Services left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.25% of Comprehensive Money Management Services's portfolio in Q1 2026, its #130 holding.
  • Comprehensive Money Management Services first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.