Discipline Wealth Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Discipline Wealth Solutions’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	$893K	Buy	9,198 +1,011	+12%	+$101K	0.09%	77
2025 Q4	$786K	Sell	8,187 -1,664	-17%	-$158K	0.15%	79
2025 Q3	$920K	Buy	9,851 +2,291	+30%	+$208K	0.24%	65
2025 Q2	$676K	Buy	7,560 +3,948	+109%	+$337K	0.26%	49
2025 Q1	$295K	Sell	3,612 -120	-3%	-$9.67K	0.14%	63
2024 Q4	$282K	Sell	3,732 -241	-6%	-$19.1K	0.13%	70
2024 Q3	$332K	Buy	3,973 +1,091	+38%	+$87.8K	0.18%	56
2024 Q2	$226K	Buy	+2,882	New	+$228K	0.18%	26

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

Discipline Wealth Solutions's EFA Position: Q1 2026 in Review

Discipline Wealth Solutions increased its iShares MSCI EAFE ETF (EFA) stake by 12% in Q1 2026, buying an estimated $101K and bringing the position to 9,198 shares worth $893K. The position accounts for 0.09% of the portfolio, ranked #77.

Discipline Wealth Solutions first reported a position in EFA in Q2 2024 and has held it in 8 quarters since. The position peaked at $920K in Q3 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Discipline Wealth Solutions held 9,198 shares of iShares MSCI EAFE ETF worth $893K as of Q1 2026.
Discipline Wealth Solutions bought 1,011 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $101K.
iShares MSCI EAFE ETF made up 0.09% of Discipline Wealth Solutions's portfolio in Q1 2026, its #77 holding.
Discipline Wealth Solutions first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
Discipline Wealth Solutions's iShares MSCI EAFE ETF position peaked at $920K in Q3 2025.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.