Cooper Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Cooper Financial Group’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	$363K	Buy	3,492 +235	+7%	+$24.2K	0.03%	308
2026 Q1	$316K	Buy	3,257 +514	+19%	+$51.4K	0.03%	317
2025 Q4	$263K	Hold	2,743	–	–	0.03%	322
2025 Q3	$256K	Hold	2,743	–	–	0.03%	328
2025 Q2	$245K	Buy	+2,743	New	+$234K	0.03%	334
2021 Q1	–	Sell	-16,435	Closed	-$1.2M	–	264
2020 Q4	$1.2M	Buy	+16,435	New	+$1.12M	0.24%	71

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

Cooper Financial Group's EFA Position: Q2 2026 in Review

Cooper Financial Group increased its iShares MSCI EAFE ETF (EFA) stake by 7.2% in Q2 2026, buying an estimated $24.2K and bringing the position to 3,492 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #308.

Cooper Financial Group first reported a position in EFA in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.2M in Q4 2020. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Cooper Financial Group held 3,492 shares of iShares MSCI EAFE ETF worth $363K as of Q2 2026.
Cooper Financial Group bought 235 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $24.2K.
iShares MSCI EAFE ETF made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #308 holding.
Cooper Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 6 quarters since.
Cooper Financial Group's iShares MSCI EAFE ETF position peaked at $1.2M in Q4 2020.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.