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DHJJ Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

DHJJ Financial 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 		$100K Hold
1,033
– – 0.03% 286
2025
Q4 		$99.2K Buy
1,033
+1
+0.1% +$95 0.03% 278
2025
Q3 		$96.3K Hold
1,032
– – 0.03% 265
2025
Q2 		$92.2K Sell
1,032
-161
-13% -$13.7K 0.03% 261
2025
Q1 		$97.5K Hold
1,193
– – 0.04% 226
2024
Q4 		$90.2K Sell
1,193
-31
-3% -$2.46K 0.04% 233
2024
Q3 		$102K Hold
1,224
– – 0.04% 214
2024
Q2 		$95.9K Buy
1,224
+2
+0.2% +$158 0.04% 206
2024
Q1 		$97.6K Sell
1,222
-52
-4% -$3.98K 0.04% 201
2023
Q4 		$96K Buy
1,274
+1
+0.1% +$71 0.04% 200
2023
Q3 		$87.7K Buy
+1,273
New +$91.2K 0.04% 200

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

DHJJ Financial Advisors's EFA Position: Q1 2026 in Review

DHJJ Financial Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 1,033 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #286.

DHJJ Financial Advisors first reported a position in EFA in Q3 2023 and has held it in 11 quarters since. The position peaked at $102K in Q3 2024. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • DHJJ Financial Advisors held 1,033 shares of iShares MSCI EAFE ETF worth $100K as of Q1 2026.
  • DHJJ Financial Advisors left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.03% of DHJJ Financial Advisors's portfolio in Q1 2026, its #286 holding.
  • DHJJ Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's iShares MSCI EAFE ETF position peaked at $102K in Q3 2024.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.