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Coordinated Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Coordinated Financial Services’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 		$3.5M Buy
36,021
+603
+2% +$60.3K 2.01% 6
2025
Q4 		$3.4M Buy
35,418
+1,650
+5% +$156K 1.96% 5
2025
Q3 		$3.15M Buy
33,768
+625
+2% +$56.8K 2.02% 5
2025
Q2 		$2.96M Buy
33,143
+5,368
+19% +$458K 2.05% 5
2025
Q1 		$2.27M Sell
27,775
-765
-3% -$61.7K 1.74% 9
2024
Q4 		$2.16M Buy
+28,540
New +$2.26M 1.68% 10
2024
Q2 		$2.14M Sell
27,383
-865
-3% -$68.5K 1.84% 7
2024
Q1 		$2.26M Buy
+28,248
New +$2.16M 1.97% 8

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coordinated Financial Services's EFA Position: Q1 2026 in Review

Coordinated Financial Services increased its iShares MSCI EAFE ETF (EFA) stake by 1.7% in Q1 2026, buying an estimated $60.3K and bringing the position to 36,021 shares worth $3.5M. The position accounts for 2.01% of the portfolio, ranked #6.

Coordinated Financial Services first reported a position in EFA in Q1 2024 and has held it in 8 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Coordinated Financial Services held 36,021 shares of iShares MSCI EAFE ETF worth $3.5M as of Q1 2026.
  • Coordinated Financial Services bought 603 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $60.3K.
  • iShares MSCI EAFE ETF made up 2.01% of Coordinated Financial Services's portfolio in Q1 2026, its #6 holding.
  • Coordinated Financial Services first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 8 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.