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

Daymark 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
Q1 		$2.88M Sell
29,654
-112
-0.4% -$11.2K 0.09% 169
2025
Q4 		$2.86M Sell
29,766
-609
-2% -$57.8K 0.09% 163
2025
Q3 		$2.84M Sell
30,375
-888
-3% -$80.7K 0.1% 163
2025
Q2 		$2.79M Sell
31,263
-291
-0.9% -$24.8K 0.11% 157
2025
Q1 		$2.58M Sell
31,554
-8,187
-21% -$660K 0.11% 146
2024
Q4 		$3M Buy
39,741
+311
+0.8% +$24.6K 0.13% 129
2024
Q3 		$3.3M Buy
39,430
+600
+2% +$48.3K 0.14% 128
2024
Q2 		$3.04M Buy
38,830
+14,861
+62% +$1.18M 0.14% 127
2024
Q1 		$1.91M Sell
23,969
-879
-4% -$67.2K 0.1% 131
2023
Q4 		$1.87M Buy
24,848
+1,471
+6% +$104K 0.12% 130
2023
Q3 		$1.61M Buy
23,377
+15,356
+191% +$1.1M 0.11% 132
2023
Q2 		$582K Buy
+8,021
New +$582K 0.04% 216

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

Daymark Wealth Partners's EFA Position: Q1 2026 in Review

Daymark Wealth Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 0.38% in Q1 2026, selling an estimated $11.2K and leaving 29,654 shares worth $2.88M. The position accounts for 0.09% of the portfolio, ranked #169.

Daymark Wealth Partners first reported a position in EFA in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.3M in Q3 2024. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Daymark Wealth Partners held 29,654 shares of iShares MSCI EAFE ETF worth $2.88M as of Q1 2026.
  • Daymark Wealth Partners sold 112 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $11.2K.
  • iShares MSCI EAFE ETF made up 0.09% of Daymark Wealth Partners's portfolio in Q1 2026, its #169 holding.
  • Daymark Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 12 quarters since.
  • Daymark Wealth Partners's iShares MSCI EAFE ETF position peaked at $3.3M in Q3 2024.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.