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 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 $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Consilium Wealth Advisory's EFA Position: Q1 2026 in Review

Consilium Wealth Advisory increased its iShares MSCI EAFE ETF (EFA) stake by 12% in Q1 2026, buying an estimated $96.2K and bringing the position to 9,061 shares worth $880K. The position accounts for 0.3% of the portfolio, ranked #50.

Consilium Wealth Advisory first reported a position in EFA in Q2 2025 and has held it in 4 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Consilium Wealth Advisory held 9,061 shares of iShares MSCI EAFE ETF worth $880K as of Q1 2026.
Consilium Wealth Advisory bought 961 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $96.2K.
iShares MSCI EAFE ETF made up 0.3% of Consilium Wealth Advisory's portfolio in Q1 2026, its #50 holding.
Consilium Wealth Advisory first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.