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 Q2	$409K	Buy	3,935 +60	+2%	+$6.17K	0.05%	161
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 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

Concord Wealth Partners's EFA Position: Q2 2026 in Review

Concord Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 1.5% in Q2 2026, buying an estimated $6.17K and bringing the position to 3,935 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #161.

Concord Wealth Partners first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Concord Wealth Partners held 3,935 shares of iShares MSCI EAFE ETF worth $409K as of Q2 2026.
Concord Wealth Partners bought 60 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $6.17K.
iShares MSCI EAFE ETF made up 0.05% of Concord Wealth Partners's portfolio in Q2 2026, its #161 holding.
Concord Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.