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Eagle Strategies’s iShares MSCI EAFE ETF EFA Stock Holding History

Eagle 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 		$1.16M Buy
11,208
+1,480
+15% +$152K 0.12% 138
2026
Q1 		$945K Buy
9,728
+709
+8% +$70.9K 0.11% 132
2025
Q4 		$866K Buy
9,019
+2,230
+33% +$212K 0.11% 128
2025
Q3 		$634K Buy
+6,789
New +$617K 0.08% 147
2024
Q2 		– Sell
-11,956
Closed -$955K – 242
2024
Q1 		$955K Buy
+11,956
New +$914K 0.21% 110

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

Eagle Strategies's EFA Position: Q2 2026 in Review

Eagle Strategies increased its iShares MSCI EAFE ETF (EFA) stake by 15% in Q2 2026, buying an estimated $152K and bringing the position to 11,208 shares worth $1.16M. The position accounts for 0.12% of the portfolio, ranked #138.

Eagle Strategies first reported a position in EFA in Q1 2024 and has held it in 5 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Eagle Strategies held 11,208 shares of iShares MSCI EAFE ETF worth $1.16M as of Q2 2026.
  • Eagle Strategies bought 1,480 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $152K.
  • iShares MSCI EAFE ETF made up 0.12% of Eagle Strategies's portfolio in Q2 2026, its #138 holding.
  • Eagle Strategies first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 5 quarters since.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.