Destination Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Destination Wealth Management’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	-1,000	Closed	-$13.7K	–	338
2025 Q4	$13.7K	Hold	1,000	–	–	﹤0.01%	321
2025 Q3	$11.7K	Hold	1,000	–	–	﹤0.01%	288
2025 Q2	$10.4K	Buy	+1,000	New	+$85.4K	﹤0.01%	266
2024 Q3	–	Sell	-100	Closed	-$1.39K	–	240
2024 Q2	$1.39K	Hold	100	–	–	﹤0.01%	216
2024 Q1	$1.44K	Hold	100	–	–	﹤0.01%	223
2023 Q4	$1.21K	Hold	100	–	–	﹤0.01%	214
2023 Q3	$797	Hold	100	–	–	﹤0.01%	206
2023 Q2	$1.17K	Buy	+100	New	+$7.26K	﹤0.01%	210

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

Destination Wealth Management's EFA Position: Q2 2026 in Review

Destination Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 2.4% in Q2 2026, buying an estimated $1.62M and bringing the position to 673,331 shares worth $69.9M. The position accounts for 1.63% of the portfolio, ranked #22.

Destination Wealth Management first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Destination Wealth Management held 673,331 shares of iShares MSCI EAFE ETF worth $69.9M as of Q2 2026.
Destination Wealth Management bought 15,715 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.62M.
iShares MSCI EAFE ETF made up 1.63% of Destination Wealth Management's portfolio in Q2 2026, its #22 holding.
Destination Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.