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 $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

Destination Wealth Management's EFA Position: Q1 2026 in Review

Destination Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 57% in Q1 2026, buying an estimated $24M and bringing the position to 657,616 shares worth $63.9M. The position accounts for 1.66% of the portfolio, ranked #20.

Destination Wealth Management first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Destination Wealth Management held 657,616 shares of iShares MSCI EAFE ETF worth $63.9M as of Q1 2026.
Destination Wealth Management bought 239,831 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $24M.
iShares MSCI EAFE ETF made up 1.66% of Destination Wealth Management's portfolio in Q1 2026, its #20 holding.
Destination Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.