Curated Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Curated Wealth Partners’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	$2.06M	Hold	19,810	–	–	0.24%	36
2026 Q1	$1.92M	Hold	19,810	–	–	0.24%	33
2025 Q4	$1.9M	Buy	19,810 +375	+2%	+$35.6K	0.21%	39
2025 Q3	$1.81M	Hold	19,435	–	–	0.22%	33
2025 Q2	$1.74M	Hold	19,435	–	–	0.2%	31
2025 Q1	$1.59M	Sell	19,435 -405	-2%	-$32.6K	0.21%	31
2024 Q4	$1.5M	Hold	19,840	–	–	0.17%	35
2024 Q3	$1.66M	Buy	19,840 +9,165	+86%	+$737K	0.21%	29
2024 Q2	$836K	Buy	+10,675	New	+$846K	0.12%	52
2024 Q1	–	Sell	-32,151	Closed	-$2.46M	–	179
2023 Q4	$2.42M	Buy	32,151 +16,871	+110%	+$1.19M	0.4%	17
2023 Q3	$1.05M	Buy	15,280 +3,135	+26%	+$225K	0.19%	33
2023 Q2	$881K	Hold	12,145	–	–	0.17%	45
2023 Q1	$869K	Sell	12,145 -4,175	-26%	-$292K	0.2%	40
2022 Q4	$1.07M	Buy	16,320 +5,070	+45%	+$318K	0.26%	33
2022 Q3	$630K	Hold	11,250	–	–	0.19%	47
2022 Q2	$703K	Buy	11,250 +1,535	+16%	+$104K	0.21%	44
2022 Q1	$764K	Hold	9,715	–	–	0.26%	46
2021 Q4	$764K	Sell	9,715 -2,185	-18%	-$173K	0.25%	48
2021 Q3	$928K	Sell	11,900 -2,800	-19%	-$224K	0.52%	33
2021 Q2	$1.16M	Hold	14,700	–	–	0.63%	27
2021 Q1	$1.11M	Sell	14,700 -15,794	-52%	-$1.19M	0.69%	27
2020 Q4	$2.23M	Buy	+30,494	New	+$2.09M	1.44%	13

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

Curated Wealth Partners's EFA Position: Q2 2026 in Review

Curated Wealth Partners held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 19,810 shares worth $2.06M. The position accounts for 0.24% of the portfolio, ranked #36.

Curated Wealth Partners first reported a position in EFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.42M in Q4 2023. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Curated Wealth Partners held 19,810 shares of iShares MSCI EAFE ETF worth $2.06M as of Q2 2026.
Curated Wealth Partners left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.24% of Curated Wealth Partners's portfolio in Q2 2026, its #36 holding.
Curated Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
Curated Wealth Partners's iShares MSCI EAFE ETF position peaked at $2.42M in Q4 2023.
2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.