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 Q2	$107K	Hold	1,033	–	–	0.03%	305
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 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

DHJJ Financial Advisors's EFA Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 1,033 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #305.

DHJJ Financial Advisors first reported a position in EFA in Q3 2023 and has held it in 12 quarters since. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

DHJJ Financial Advisors held 1,033 shares of iShares MSCI EAFE ETF worth $107K as of Q2 2026.
DHJJ Financial Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.03% of DHJJ Financial Advisors's portfolio in Q2 2026, its #305 holding.
DHJJ Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.