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

Cordatus 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
Q2 		$1.44M Sell
13,896
-26
-0.2% -$2.67K 0.32% 70
2026
Q1 		$1.35M Buy
13,922
+8,174
+142% +$818K 0.32% 71
2025
Q4 		$552K Sell
5,748
-4,158
-42% -$394K 0.13% 117
2025
Q3 		$925K Buy
9,906
+2,884
+41% +$262K 0.22% 80
2025
Q2 		$628K Buy
7,022
+2,765
+65% +$236K 0.15% 104
2025
Q1 		$348K Sell
4,257
-13,655
-76% -$1.1M 0.1% 118
2024
Q4 		$1.35M Buy
+17,912
New +$1.42M 0.36% 75

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Cordatus Wealth Management's EFA Position: Q2 2026 in Review

Cordatus Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.19% in Q2 2026, selling an estimated $2.67K and leaving 13,896 shares worth $1.44M. The position accounts for 0.32% of the portfolio, ranked #70.

Cordatus Wealth Management first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Cordatus Wealth Management held 13,896 shares of iShares MSCI EAFE ETF worth $1.44M as of Q2 2026.
  • Cordatus Wealth Management sold 26 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.67K.
  • iShares MSCI EAFE ETF made up 0.32% of Cordatus Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Cordatus Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.