Dynasty Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Dynasty Wealth Management’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	$34.5M	Buy	354,980 +42,830	+14%	+$4.29M	0.3%	48
2025 Q4	$30M	Buy	312,150 +144,189	+86%	+$13.7M	0.29%	50
2025 Q3	$15.7M	Sell	167,961 -304,538	-64%	-$27.7M	0.21%	48
2025 Q2	$42.2M	Buy	472,499 +461,892	+4,355%	+$39.4M	0.72%	33
2025 Q1	$867K	Sell	10,607 -220,111	-95%	-$17.7M	0.01%	155
2024 Q4	$17.4M	Sell	230,718 -227,949	-50%	-$18.1M	0.3%	44
2024 Q3	$38.4M	Buy	458,667 +54	+0%	+$4.34K	1.16%	21
2024 Q2	$35.9M	Buy	+458,613	New	+$36.3M	1.06%	24

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

Dynasty Wealth Management's EFA Position: Q1 2026 in Review

Dynasty Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 14% in Q1 2026, buying an estimated $4.29M and bringing the position to 354,980 shares worth $34.5M. The position accounts for 0.3% of the portfolio, ranked #48.

Dynasty Wealth Management first reported a position in EFA in Q2 2024 and has held it in 8 quarters since. The position peaked at $42.2M in Q2 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Dynasty Wealth Management held 354,980 shares of iShares MSCI EAFE ETF worth $34.5M as of Q1 2026.
Dynasty Wealth Management bought 42,830 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $4.29M.
iShares MSCI EAFE ETF made up 0.3% of Dynasty Wealth Management's portfolio in Q1 2026, its #48 holding.
Dynasty Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
Dynasty Wealth Management's iShares MSCI EAFE ETF position peaked at $42.2M in Q2 2025.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.