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

Destiny 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 Q2	–	Sell	-3,128	Closed	-$304K	–	413
2026 Q1	$304K	Hold	3,128	–	–	0.03%	180
2025 Q4	$314K	Hold	3,128	–	–	0.04%	169
2025 Q3	$292K	Buy	3,128 +225	+8%	+$20.5K	0.04%	167
2025 Q2	$259K	Buy	+2,903	New	+$248K	0.03%	166
2023 Q1	–	Sell	-7,218	Closed	-$474K	–	308
2022 Q4	$474K	Sell	7,218 -4,517	-38%	-$283K	0.1%	102
2022 Q3	$657K	Sell	11,735 -808	-6%	-$50.4K	0.15%	83
2022 Q2	$784K	Sell	12,543 -1,725	-12%	-$117K	0.17%	76
2022 Q1	$1.05M	Hold	14,268	–	–	0.2%	70
2021 Q4	$1.12M	Hold	14,268	–	–	0.22%	75
2021 Q3	$1.11M	Sell	14,268 -1,547	-10%	-$124K	0.22%	76
2021 Q2	$1.25M	Buy	15,815 +1,533	+11%	+$122K	0.24%	79
2021 Q1	$1.08M	Sell	14,282 -1,959	-12%	-$148K	0.23%	77
2020 Q4	$1.19M	Buy	+16,241	New	+$1.11M	0.25%	69

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

Destiny Wealth Partners's EFA Position: Q2 2026 in Review

Destiny Wealth Partners sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 3,128 shares — an estimated $304K sold.

Destiny Wealth Partners first reported a position in EFA in Q4 2020 and held it in 13 quarters. The position peaked at $1.25M in Q2 2021. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 3,128 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $304K.
Destiny Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 13 quarters.
Destiny Wealth Partners's iShares MSCI EAFE ETF position peaked at $1.25M in Q2 2021.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.