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 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 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

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

Cordatus Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 142% in Q1 2026, buying an estimated $818K and bringing the position to 13,922 shares worth $1.35M. The position accounts for 0.32% of the portfolio, ranked #71.

Cordatus Wealth Management first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.35M in Q4 2024. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Cordatus Wealth Management held 13,922 shares of iShares MSCI EAFE ETF worth $1.35M as of Q1 2026.
Cordatus Wealth Management bought 8,174 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $818K.
iShares MSCI EAFE ETF made up 0.32% of Cordatus Wealth Management's portfolio in Q1 2026, its #71 holding.
Cordatus Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Cordatus Wealth Management's iShares MSCI EAFE ETF position peaked at $1.35M in Q4 2024.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.