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Element Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Element Wealth’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 		$236K Sell
2,427
-30
-1% -$3K 0.1% 184
2025
Q4 		$236K Buy
2,457
+5
+0.2% +$474 0.1% 182
2025
Q3 		$229K Sell
2,452
-141
-5% -$12.8K 0.1% 172
2025
Q2 		$232K Sell
2,593
-57
-2% -$4.87K 0.11% 158
2025
Q1 		$217K Sell
2,650
-163
-6% -$13.1K 0.12% 150
2024
Q4 		$213K Sell
2,813
-132
-4% -$10.5K 0.11% 143
2024
Q3 		$246K Sell
2,945
-64
-2% -$5.15K 0.13% 127
2024
Q2 		$236K Sell
3,009
-7
-0.2% -$554 0.13% 125
2024
Q1 		$241K Sell
3,016
-146
-5% -$11.2K 0.14% 119
2023
Q4 		$238K Sell
3,162
-44
-1% -$3.11K 0.15% 117
2023
Q3 		$221K Sell
3,206
-32
-1% -$2.29K 0.16% 113
2023
Q2 		$235K Sell
3,238
-100
-3% -$7.26K 0.16% 107
2023
Q1 		$239K Sell
3,338
-117
-3% -$8.18K 0.18% 100
2022
Q4 		$227K Buy
3,455
+117
+4% +$7.33K 0.19% 105
2022
Q3 		$187K Hold
3,338
– – 0.17% 103
2022
Q2 		$209K Sell
3,338
-48
-1% -$3.27K 0.21% 99
2022
Q1 		$249K Sell
3,386
-3,712
-52% -$278K 0.2% 100
2021
Q4 		$558K Sell
7,098
-242
-3% -$19.2K 0.42% 44
2021
Q3 		$573K Hold
7,340
– – 0.46% 36
2021
Q2 		$579K Hold
7,340
– – 0.45% 38
2021
Q1 		$557K Hold
7,340
– – 0.46% 35
2020
Q4 		$536K Hold
7,340
– – 0.5% 37
2020
Q3 		$467K Hold
7,340
– – 0.5% 36
2020
Q2 		$447K Hold
7,340
– – 0.51% 35
2020
Q1 		$392K Hold
7,340
– – 0.54% 37
2019
Q4 		$510K Buy
+7,340
New +$496K 0.52% 31

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Element Wealth's EFA Position: Q1 2026 in Review

Element Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 1.2% in Q1 2026, selling an estimated $3K and leaving 2,427 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #184.

Element Wealth first reported a position in EFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $579K in Q2 2021. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Element Wealth held 2,427 shares of iShares MSCI EAFE ETF worth $236K as of Q1 2026.
  • Element Wealth sold 30 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $3K.
  • iShares MSCI EAFE ETF made up 0.1% of Element Wealth's portfolio in Q1 2026, its #184 holding.
  • Element Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • Element Wealth's iShares MSCI EAFE ETF position peaked at $579K in Q2 2021.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.