Constant Guidance Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Constant Guidance Financial’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	$9.27M	Buy	+95,400	New	+$9.55M	6.41%	5

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

Constant Guidance Financial's EFA Position: Q1 2026 in Review

Constant Guidance Financial opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2026: 95,400 shares worth $9.27M. The stake represents 6.41% of the portfolio and ranks #5 among its holdings.

2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Constant Guidance Financial held 95,400 shares of iShares MSCI EAFE ETF worth $9.27M as of Q1 2026.
iShares MSCI EAFE ETF was a new Constant Guidance Financial position in Q1 2026.
iShares MSCI EAFE ETF made up 6.41% of Constant Guidance Financial's portfolio in Q1 2026, its #5 holding.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Constant Guidance Financial's 13F filing for Q1 2026, filed 18 May 2026.