Core Wealth Advisors (Florida)’s iShares MSCI EAFE ETF EFA Stock Holding History

Core Wealth Advisors (Florida)’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	$1.31M	Hold	12,594	–	–	0.26%	41
2026 Q1	$1.22M	Hold	12,594	–	–	0.29%	34
2025 Q4	$1.21M	Sell	12,594 -528	-4%	-$50.1K	0.31%	29
2025 Q3	$1.23M	Buy	13,122 +1,830	+16%	+$166K	0.32%	27
2025 Q2	$1.01M	Buy	11,292 +4,927	+77%	+$421K	0.29%	33
2025 Q1	$520K	Buy	6,365 +295	+5%	+$23.8K	0.17%	43
2024 Q4	$459K	Hold	6,070	–	–	0.15%	42
2024 Q3	$508K	Hold	6,070	–	–	0.16%	41
2024 Q2	$475K	Hold	6,070	–	–	0.16%	41
2024 Q1	$485K	Hold	6,070	–	–	0.16%	38
2023 Q4	$457K	Hold	6,070	–	–	0.17%	34
2023 Q3	$418K	Hold	6,070	–	–	0.17%	35
2023 Q2	$440K	Hold	6,070	–	–	0.18%	31
2023 Q1	$434K	Sell	6,070 -1,323	-18%	-$92.5K	0.17%	34
2022 Q4	$485K	Buy	+7,393	New	+$463K	0.21%	30
2021 Q4	–	Sell	-6,142	Closed	-$479K	–	214
2021 Q3	$479K	Sell	6,142 -42,569	-87%	-$3.41M	0.32%	28
2021 Q2	$3.84M	Buy	48,711 +48,576	+35,982%	+$3.86M	2.56%	9
2021 Q1	$10K	Hold	135	–	–	0.01%	112
2020 Q4	$10K	Hold	135	–	–	0.01%	113
2020 Q3	$9K	Sell	135 -377	-74%	-$24.1K	0.01%	105
2020 Q2	$31K	Sell	512 -3,176	-86%	-$184K	0.03%	65
2020 Q1	$197K	Sell	3,688 -180	-5%	-$11.4K	0.15%	36
2019 Q4	$269K	Buy	+3,868	New	+$261K	0.15%	30

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

Core Wealth Advisors (Florida)'s EFA Position: Q2 2026 in Review

Core Wealth Advisors (Florida) held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 12,594 shares worth $1.31M. The position accounts for 0.26% of the portfolio, ranked #41.

Core Wealth Advisors (Florida) first reported a position in EFA in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.84M in Q2 2021. 2,257 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Core Wealth Advisors (Florida) held 12,594 shares of iShares MSCI EAFE ETF worth $1.31M as of Q2 2026.
Core Wealth Advisors (Florida) left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.26% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #41 holding.
Core Wealth Advisors (Florida) first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 23 quarters since.
Core Wealth Advisors (Florida)'s iShares MSCI EAFE ETF position peaked at $3.84M in Q2 2021.
2,257 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.