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Concord Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Concord Wealth Partners’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 		$376K Hold
3,875
– – 0.05% 155
2025
Q4 		$372K Sell
3,875
-145
-4% -$13.8K 0.05% 156
2025
Q3 		$375K Hold
4,020
– – 0.05% 159
2025
Q2 		$359K Buy
4,020
+69
+2% +$5.89K 0.05% 161
2025
Q1 		$323K Sell
3,951
-53
-1% -$4.27K 0.05% 164
2024
Q4 		$303K Sell
4,004
-3
-0.1% -$238 0.05% 171
2024
Q3 		$335K Hold
4,007
– – 0.06% 161
2024
Q2 		$314K Sell
4,007
-83
-2% -$6.58K 0.06% 162
2024
Q1 		$327K Sell
4,090
-20
-0.5% -$1.53K 0.06% 168
2023
Q4 		$310K Buy
4,110
+23
+0.6% +$1.63K 0.06% 159
2023
Q3 		$282K Sell
4,087
-30
-0.7% -$2.15K 0.06% 161
2023
Q2 		$298K Buy
4,117
+74
+2% +$5.37K 0.06% 150
2023
Q1 		$289K Sell
4,043
-301
-7% -$21.1K 0.08% 116
2022
Q4 		$285K Sell
4,344
-292
-6% -$18.3K 0.09% 127
2022
Q3 		$260K Buy
4,636
+526
+13% +$32.8K 0.08% 132
2022
Q2 		$257K Buy
4,110
+132
+3% +$8.98K 0.07% 136
2022
Q1 		$293K Sell
3,978
-155
-4% -$11.6K 0.08% 140
2021
Q4 		$325K Buy
+4,133
New +$327K 0.08% 135

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

Concord Wealth Partners's EFA Position: Q1 2026 in Review

Concord Wealth Partners held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 3,875 shares worth $376K. The position accounts for 0.05% of the portfolio, ranked #155.

Concord Wealth Partners first reported a position in EFA in Q4 2021 and has held it in 18 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Concord Wealth Partners held 3,875 shares of iShares MSCI EAFE ETF worth $376K as of Q1 2026.
  • Concord Wealth Partners left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.05% of Concord Wealth Partners's portfolio in Q1 2026, its #155 holding.
  • Concord Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

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