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Dynamic Wealth Strategies’s iShares MSCI EAFE ETF EFA Stock Holding History

Dynamic Wealth Strategies’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 		$6.15M Sell
59,249
-123
-0.2% -$12.7K 3.28% 10
2026
Q1 		$5.77M Sell
59,372
-986
-2% -$98.7K 3.34% 9
2025
Q4 		$5.8M Sell
60,358
-162
-0.3% -$15.4K 3.45% 8
2025
Q3 		$5.65M Sell
60,520
-51,783
-46% -$4.71M 3.78% 8
2025
Q2 		$10M Buy
112,303
+3,873
+4% +$331K 7.23% 4
2025
Q1 		$8.86M Sell
108,430
-3,953
-4% -$319K 7.37% 4
2024
Q4 		$8.5M Buy
112,383
+2,751
+3% +$218K 7.56% 4
2024
Q3 		$9.17M Buy
109,632
+317
+0.3% +$25.5K 7.48% 2
2024
Q2 		$8.56M Buy
109,315
+3,255
+3% +$258K 7.36% 2
2024
Q1 		$8.47M Buy
106,060
+3,724
+4% +$285K 7.24% 2
2023
Q4 		$7.71M Buy
+102,336
New +$7.23M 7.1% 3

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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 Wealth Strategies's EFA Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its iShares MSCI EAFE ETF (EFA) stake by 0.21% in Q2 2026, selling an estimated $12.7K and leaving 59,249 shares worth $6.15M. The position accounts for 3.28% of the portfolio, ranked #10.

Dynamic Wealth Strategies first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $10M in Q2 2025. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Dynamic Wealth Strategies held 59,249 shares of iShares MSCI EAFE ETF worth $6.15M as of Q2 2026.
  • Dynamic Wealth Strategies sold 123 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $12.7K.
  • iShares MSCI EAFE ETF made up 3.28% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #10 holding.
  • Dynamic Wealth Strategies first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • Dynamic Wealth Strategies's iShares MSCI EAFE ETF position peaked at $10M in Q2 2025.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.