Delos Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Delos Wealth 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
2026 Q1	$229K	Hold	2,355	–	–	0.13%	76
2025 Q4	$226K	Hold	2,355	–	–	0.15%	53
2025 Q3	$220K	Hold	2,355	–	–	0.15%	54
2025 Q2	$211K	Buy	+2,355	New	+$201K	0.16%	52
2025 Q1	–	Sell	-2,355	Closed	-$178K	–	88
2024 Q4	$178K	Hold	2,355	–	–	0.14%	51
2024 Q3	$197K	Hold	2,355	–	–	0.17%	55
2024 Q2	$184K	Hold	2,355	–	–	0.18%	55
2024 Q1	$188K	Hold	2,355	–	–	0.21%	46
2023 Q4	$177K	Hold	2,355	–	–	0.26%	37
2023 Q3	$168K	Hold	2,355	–	–	0.2%	45
2023 Q2	$171K	Hold	2,355	–	–	0.22%	44
2023 Q1	$168K	Hold	2,355	–	–	0.21%	46
2022 Q4	$155K	Hold	2,355	–	–	0.24%	41
2022 Q3	$132K	Hold	2,355	–	–	0.16%	43
2022 Q2	$147K	Hold	2,355	–	–	0.16%	44
2022 Q1	$173K	Hold	2,355	–	–	0.17%	51
2021 Q4	$185K	Hold	2,355	–	–	0.18%	41
2021 Q3	$184K	Sell	2,355 -23	-1%	-$1.84K	0.2%	41
2021 Q2	$188K	Buy	+2,378	New	+$189K	0.23%	43

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Delos Wealth Advisors's EFA Position: Q1 2026 in Review

Delos Wealth Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 2,355 shares worth $229K. The position accounts for 0.13% of the portfolio, ranked #76.

Delos Wealth Advisors first reported a position in EFA in Q2 2021 and has held it in 19 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Delos Wealth Advisors held 2,355 shares of iShares MSCI EAFE ETF worth $229K as of Q1 2026.
Delos Wealth Advisors left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.13% of Delos Wealth Advisors's portfolio in Q1 2026, its #76 holding.
Delos Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2021 and has held it in 19 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.