Copperwynd Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Copperwynd 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
2025 Q2	$4.7M	Buy	52,530 +33,225	+172%	+$2.84M	1.17%	20
2025 Q1	$1.58M	Buy	+19,305	New	+$1.56M	0.44%	40
2024 Q4	–	Sell	-16,909	Closed	-$1.41M	–	141
2024 Q3	$1.41M	Buy	+16,909	New	+$1.36M	0.43%	39
2023 Q3	–	Sell	-16,292	Closed	-$1.18M	–	133
2023 Q2	$1.18M	Sell	16,292 -146,267	-90%	-$10.6M	0.55%	39
2023 Q1	$11.6M	Buy	162,559 +138,536	+577%	+$9.69M	5.94%	4
2022 Q4	$1.58M	Buy	+24,023	New	+$1.5M	0.89%	27
2021 Q2	–	Sell	-34,491	Closed	-$2.62M	–	122
2021 Q1	$2.62M	Buy	34,491 +87	+0.3%	+$6.55K	1.18%	18
2020 Q4	$2.51M	Buy	+34,404	New	+$2.35M	1.21%	17
2020 Q1	–	Sell	-67,819	Closed	-$4.71M	–	91
2019 Q4	$4.71M	Sell	67,819 -21,963	-24%	-$1.48M	2.49%	13
2019 Q3	$6.14M	Buy	+89,782	New	+$5.79M	3.49%	12

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

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

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

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Copperwynd Financial's EFA Position: Q2 2025 in Review

Copperwynd Financial increased its iShares MSCI EAFE ETF (EFA) stake by 172% in Q2 2025, buying an estimated $2.84M and bringing the position to 52,530 shares worth $4.7M. The position accounts for 1.17% of the portfolio, ranked #20.

Copperwynd Financial first reported a position in EFA in Q3 2019 and has held it in 10 quarters since. The position peaked at $11.6M in Q1 2023. 2,025 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

Copperwynd Financial held 52,530 shares of iShares MSCI EAFE ETF worth $4.7M as of Q2 2025.
Copperwynd Financial bought 33,225 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $2.84M.
iShares MSCI EAFE ETF made up 1.17% of Copperwynd Financial's portfolio in Q2 2025, its #20 holding.
Copperwynd Financial first reported a position in iShares MSCI EAFE ETF in Q3 2019 and has held it in 10 quarters since.
Copperwynd Financial's iShares MSCI EAFE ETF position peaked at $11.6M in Q1 2023.
2,025 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.