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 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 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

Dynamic Wealth Strategies's EFA Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its iShares MSCI EAFE ETF (EFA) stake by 1.6% in Q1 2026, selling an estimated $98.7K and leaving 59,372 shares worth $5.77M. The position accounts for 3.34% of the portfolio, ranked #9.

Dynamic Wealth Strategies first reported a position in EFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $10M in Q2 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Dynamic Wealth Strategies held 59,372 shares of iShares MSCI EAFE ETF worth $5.77M as of Q1 2026.
Dynamic Wealth Strategies sold 986 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $98.7K.
iShares MSCI EAFE ETF made up 3.34% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #9 holding.
Dynamic Wealth Strategies first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's iShares MSCI EAFE ETF position peaked at $10M in Q2 2025.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.