Consilium Wealth Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Consilium Wealth Advisory’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	$941K	Hold	9,061	–	–	0.28%	55
2026 Q1	$880K	Buy	9,061 +961	+12%	+$96.2K	0.3%	50
2025 Q4	$778K	Hold	8,100	–	–	0.29%	55
2025 Q3	$756K	Hold	8,100	–	–	0.29%	57
2025 Q2	$724K	Buy	+8,100	New	+$692K	0.31%	57

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

Consilium Wealth Advisory's EFA Position: Q2 2026 in Review

Consilium Wealth Advisory held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 9,061 shares worth $941K. The position accounts for 0.28% of the portfolio, ranked #55.

Consilium Wealth Advisory first reported a position in EFA in Q2 2025 and has held it in 5 quarters since. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Consilium Wealth Advisory held 9,061 shares of iShares MSCI EAFE ETF worth $941K as of Q2 2026.
Consilium Wealth Advisory left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.28% of Consilium Wealth Advisory's portfolio in Q2 2026, its #55 holding.
Consilium Wealth Advisory first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.