Eight 31 Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Eight 31 Financial’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	$838K	Sell	8,068 -239	-3%	-$24.6K	0.5%	34
2026 Q1	$807K	Hold	8,307	–	–	0.49%	34
2025 Q4	$798K	Sell	8,307 -1,044	-11%	-$99K	0.44%	32
2025 Q3	$873K	Hold	9,351	–	–	0.49%	30
2025 Q2	$836K	Hold	9,351	–	–	0.55%	33
2025 Q1	$764K	Hold	9,351	–	–	0.49%	36
2024 Q4	$707K	Buy	9,351 +1,516	+19%	+$120K	0.53%	32
2024 Q3	$655K	Buy	+7,835	New	+$630K	0.5%	34

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Eight 31 Financial's EFA Position: Q2 2026 in Review

Eight 31 Financial reduced its iShares MSCI EAFE ETF (EFA) stake by 2.9% in Q2 2026, selling an estimated $24.6K and leaving 8,068 shares worth $838K. The position accounts for 0.5% of the portfolio, ranked #34.

Eight 31 Financial first reported a position in EFA in Q3 2024 and has held it in 8 quarters since. The position peaked at $873K in Q3 2025. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Eight 31 Financial held 8,068 shares of iShares MSCI EAFE ETF worth $838K as of Q2 2026.
Eight 31 Financial sold 239 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $24.6K.
iShares MSCI EAFE ETF made up 0.5% of Eight 31 Financial's portfolio in Q2 2026, its #34 holding.
Eight 31 Financial first reported a position in iShares MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
Eight 31 Financial's iShares MSCI EAFE ETF position peaked at $873K in Q3 2025.
2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Eight 31 Financial's 13F filing for Q2 2026, filed 13 Aug 2026.