Dynamic Advisor Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Dynamic Advisor 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
2021 Q1	–	Sell	-1,500	Closed	-$1K	–	712
2020 Q4	$1K	Buy	+1,500	New	+$103K	﹤0.01%	676
2019 Q2	–	Sell	-1,000	Closed	-$1K	–	531
2019 Q1	$1K	Buy	+1,000	New	+$63K	﹤0.01%	429

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

Dynamic Advisor Solutions's EFA Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares MSCI EAFE ETF (EFA) stake by 38% in Q2 2026, buying an estimated $1.45M and bringing the position to 51,634 shares worth $5.36M. The position accounts for 0.15% of the portfolio, ranked #155.

Dynamic Advisor Solutions first reported a position in EFA in Q1 2016 and has held it in 37 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Dynamic Advisor Solutions held 51,634 shares of iShares MSCI EAFE ETF worth $5.36M as of Q2 2026.
Dynamic Advisor Solutions bought 14,118 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.45M.
iShares MSCI EAFE ETF made up 0.15% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #155 holding.
Dynamic Advisor Solutions first reported a position in iShares MSCI EAFE ETF in Q1 2016 and has held it in 37 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.