Consultiva Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Consultiva Wealth Management’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	$60.7K	Hold	625	–	–	0.18%	83
2025 Q4	$60K	Hold	625	–	–	0.17%	82
2025 Q3	$58.4K	Hold	625	–	–	0.16%	91
2025 Q2	$55.9K	Hold	625	–	–	0.17%	90
2025 Q1	$51.1K	Buy	625 +199	+47%	+$16K	0.18%	91
2024 Q4	$32.2K	Buy	+426	New	+$33.7K	0.16%	70
2023 Q3	$68.9K	Hold	999	–	–	1.77%	10
2023 Q2	$72.5K	Buy	999 +12	+1%	+$871	1.83%	9
2023 Q1	$70.6K	Hold	987	–	–	1.81%	10
2022 Q4	$64.8K	Buy	987 +2	+0.2%	+$125	1.69%	11
2022 Q3	$55K	Hold	985	–	–	1.54%	11
2022 Q2	$62K	Buy	985 +17	+2%	+$1.16K	1.74%	12
2022 Q1	$71K	Buy	968 +1	+0.1%	+$75	1.7%	12
2021 Q4	$76K	Buy	967 +12	+1%	+$950	1.73%	13
2021 Q3	$74K	Buy	+955	New	+$76.4K	1.7%	13
2021 Q1	$72K	Hold	946	–	–	1.56%	16
2020 Q4	$69K	Buy	+946	New	+$64.7K	1.61%	17
2019 Q2	$75K	Buy	+955	New	+$62.5K	1.53%	18

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

Consultiva Wealth Management's EFA Position: Q1 2026 in Review

Consultiva Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 625 shares worth $60.7K. The position accounts for 0.18% of the portfolio, ranked #83.

Consultiva Wealth Management first reported a position in EFA in Q2 2019 and has held it in 18 quarters since. The position peaked at $76K in Q4 2021. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Consultiva Wealth Management held 625 shares of iShares MSCI EAFE ETF worth $60.7K as of Q1 2026.
Consultiva Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.18% of Consultiva Wealth Management's portfolio in Q1 2026, its #83 holding.
Consultiva Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2019 and has held it in 18 quarters since.
Consultiva Wealth Management's iShares MSCI EAFE ETF position peaked at $76K in Q4 2021.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.