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

Elk River 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	$260K	Hold	2,675	–	–	0.04%	96
2025 Q4	$257K	Hold	2,675	–	–	0.04%	96
2025 Q3	$250K	Hold	2,675	–	–	0.04%	94
2025 Q2	$239K	Hold	2,675	–	–	0.04%	91
2025 Q1	$219K	Sell	2,675 -270	-9%	-$21.8K	0.04%	90
2024 Q4	$223K	Sell	2,945 -98	-3%	-$7.76K	0.04%	93
2024 Q3	$254K	Buy	3,043 +368	+14%	+$29.6K	0.05%	86
2024 Q2	$210K	Hold	2,675	–	–	0.04%	90
2024 Q1	$214K	Sell	2,675 -1,172	-30%	-$89.6K	0.04%	92
2023 Q4	$290K	Sell	3,847 -186	-5%	-$13.1K	0.06%	93
2023 Q3	$278K	Sell	4,033 -138	-3%	-$9.89K	0.06%	89
2023 Q2	$302K	Sell	4,171 -69	-2%	-$5.01K	0.06%	89
2023 Q1	$303K	Hold	4,240	–	–	0.07%	88
2022 Q4	$278K	Sell	4,240 -5,000	-54%	-$313K	0.07%	93
2022 Q3	$518K	Sell	9,240 -137	-1%	-$8.54K	0.14%	69
2022 Q2	$586K	Hold	9,377	–	–	0.15%	68
2022 Q1	$690K	Hold	9,377	–	–	0.15%	68
2021 Q4	$739K	Sell	9,377 -276	-3%	-$21.9K	0.17%	67
2021 Q3	$753K	Hold	9,653	–	–	0.19%	64
2021 Q2	$761K	Sell	9,653 -38	-0.4%	-$3.02K	0.2%	66
2021 Q1	$735K	Sell	9,691 -310	-3%	-$23.3K	0.21%	67
2020 Q4	$730K	Buy	+10,001	New	+$684K	0.24%	69

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

Elk River Wealth Management's EFA Position: Q1 2026 in Review

Elk River Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 2,675 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #96.

Elk River Wealth Management first reported a position in EFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $761K in Q2 2021. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Elk River Wealth Management held 2,675 shares of iShares MSCI EAFE ETF worth $260K as of Q1 2026.
Elk River Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.04% of Elk River Wealth Management's portfolio in Q1 2026, its #96 holding.
Elk River Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
Elk River Wealth Management's iShares MSCI EAFE ETF position peaked at $761K in Q2 2021.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.