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 Q2	$930K	Sell	8,956 -242	-3%	-$24.9K	0.08%	85
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 $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

Discipline Wealth Solutions's EFA Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its iShares MSCI EAFE ETF (EFA) stake by 2.6% in Q2 2026, selling an estimated $24.9K and leaving 8,956 shares worth $930K. The position accounts for 0.08% of the portfolio, ranked #85.

Discipline Wealth Solutions first reported a position in EFA in Q2 2024 and has held it in 9 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Discipline Wealth Solutions held 8,956 shares of iShares MSCI EAFE ETF worth $930K as of Q2 2026.
Discipline Wealth Solutions sold 242 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $24.9K.
iShares MSCI EAFE ETF made up 0.08% of Discipline Wealth Solutions's portfolio in Q2 2026, its #85 holding.
Discipline Wealth Solutions first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.