CVA Family Office’s iShares MSCI EAFE ETF EFA Stock Holding History

CVA Family Office’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	$197K	Sell	1,892 -63	-3%	-$6.48K	0.02%	338
2026 Q1	$190K	Hold	1,955	–	–	0.02%	334
2025 Q4	$188K	Buy	1,955 +1	+0.1%	+$95	0.02%	306
2025 Q3	$182K	Sell	1,954 -169	-8%	-$15.4K	0.02%	308
2025 Q2	$190K	Buy	2,123 +462	+28%	+$39.4K	0.03%	302
2025 Q1	$136K	Hold	1,661	–	–	0.02%	342
2024 Q4	$126K	Buy	1,661 +1	+0.1%	+$79	0.02%	346
2024 Q3	$139K	Sell	1,660 -245	-13%	-$19.7K	0.02%	317
2024 Q2	$149K	Sell	1,905 -41	-2%	-$3.25K	0.03%	289
2024 Q1	$155K	Hold	1,946	–	–	0.03%	284
2023 Q4	$147K	Buy	+1,946	New	+$138K	0.03%	276
2023 Q3	–	Sell	-1,946	Closed	-$141K	–	439
2023 Q2	$141K	Buy	1,946 +1	+0.1%	+$73	0.03%	266
2023 Q1	$139K	Hold	1,945	–	–	0.03%	265
2022 Q4	$128K	Hold	1,945	–	–	0.03%	262
2022 Q3	$109K	Hold	1,945	–	–	0.03%	229
2022 Q2	$122K	Buy	1,945 +1	+0.1%	+$68	0.03%	222
2022 Q1	$143K	Hold	1,944	–	–	0.03%	214
2021 Q4	$153K	Buy	1,944 +2	+0.1%	+$158	0.04%	186
2021 Q3	$124K	Sell	1,942 -1	-0.1%	-$80	0.09%	108
2021 Q2	$153K	Buy	1,943 +1	+0.1%	+$79	0.04%	180
2021 Q1	$147K	Hold	1,942	–	–	0.06%	140
2020 Q4	$142K	Hold	1,942	–	–	0.09%	107
2020 Q3	$124K	Hold	1,942	–	–	0.09%	108
2020 Q2	$118K	Sell	1,942 -1,230	-39%	-$71.1K	0.1%	102
2020 Q1	$170K	Sell	3,172 -703	-18%	-$44.6K	0.17%	80
2019 Q4	$269K	Buy	+3,875	New	+$262K	0.25%	66

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

CVA Family Office's EFA Position: Q2 2026 in Review

CVA Family Office reduced its iShares MSCI EAFE ETF (EFA) stake by 3.2% in Q2 2026, selling an estimated $6.48K and leaving 1,892 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #338.

CVA Family Office first reported a position in EFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $269K in Q4 2019. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

CVA Family Office held 1,892 shares of iShares MSCI EAFE ETF worth $197K as of Q2 2026.
CVA Family Office sold 63 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $6.48K.
iShares MSCI EAFE ETF made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #338 holding.
CVA Family Office first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
CVA Family Office's iShares MSCI EAFE ETF position peaked at $269K in Q4 2019.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.