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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
2024
Q2 		– Sell
-13,250
Closed -$1.06M – 175
2024
Q1 		$1.06M Buy
+13,250
New +$1.01M 0.16% 44

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

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.