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Davies Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Davies Financial Advisors’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
2025
Q2 		– Sell
-4,100
Closed -$335K – 78
2025
Q1 		$335K Buy
+4,100
New +$330K 0.29% 51

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 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

Davies Financial Advisors's EFA Position: Q2 2025 in Review

Davies Financial Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2025, closing a stake of 4,100 shares — an estimated $335K sold.

Davies Financial Advisors first reported a position in EFA in Q1 2025 and held it in 1 quarter. The position peaked at $335K in Q1 2025. 2,027 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

  • Davies Financial Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Davies Financial Advisors sold 4,100 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $335K.
  • Davies Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2025 and held it in 1 quarter.
  • Davies Financial Advisors's iShares MSCI EAFE ETF position peaked at $335K in Q1 2025.
  • 2,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Davies Financial Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.