EFA
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Edge Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Edge Financial Advisors’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
2025
Q4 		$2.09M Sell
21,718
-539
-2% -$51.1K 0.88% 22
2025
Q3 		$2.08M Sell
22,257
-165
-0.7% -$15K 0.93% 21
2025
Q2 		$2M Sell
22,422
-154
-0.7% -$13.1K 1.06% 20
2025
Q1 		$1.85M Sell
22,576
-6
-0% -$484 1.16% 18
2024
Q4 		$1.71M Buy
22,582
+313
+1% +$24.8K 1.53% 23
2024
Q3 		$1.86M Buy
22,269
+7
+0% +$563 1.65% 22
2024
Q2 		$1.74M Sell
22,262
-1,724
-7% -$137K 1.81% 18
2024
Q1 		$1.92M Buy
+23,986
New +$1.83M 1.69% 10

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Edge Financial Advisors's EFA Position: Q4 2025 in Review

Edge Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 2.4% in Q4 2025, selling an estimated $51.1K and leaving 21,718 shares worth $2.09M. The position accounts for 0.88% of the portfolio, ranked #22.

Edge Financial Advisors first reported a position in EFA in Q1 2024 and has held it in 8 quarters since. 2,208 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

  • Edge Financial Advisors held 21,718 shares of iShares MSCI EAFE ETF worth $2.09M as of Q4 2025.
  • Edge Financial Advisors sold 539 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $51.1K.
  • iShares MSCI EAFE ETF made up 0.88% of Edge Financial Advisors's portfolio in Q4 2025, its #22 holding.
  • Edge Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 8 quarters since.
  • 2,208 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.