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Curtis Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Curtis Advisory Group’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 		– Sell
-2,087
Closed -$200K – 119
2025
Q4 		$200K Buy
+2,087
New +$198K 0.04% 116

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Curtis Advisory Group's EFA Position: Q1 2026 in Review

Curtis Advisory Group sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 2,087 shares — an estimated $200K sold.

Curtis Advisory Group first reported a position in EFA in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Curtis Advisory Group reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Curtis Advisory Group sold 2,087 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $200K.
  • Curtis Advisory Group first reported a position in iShares MSCI EAFE ETF in Q4 2025 and held it in 1 quarter.
  • Curtis Advisory Group's iShares MSCI EAFE ETF position peaked at $200K in Q4 2025.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.