EI
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Ellevest Inc’s iShares MSCI EAFE ETF EFA Stock Holding History

Ellevest Inc’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 		$574K Sell
5,522
-278
-5% -$28.6K 0.07% 219
2026
Q1 		$563K Buy
5,800
+850
+17% +$85K 0.08% 186
2025
Q4 		$475K Hold
4,950
– – 0.07% 240
2025
Q3 		$462K Hold
4,950
– – 0.07% 235
2025
Q2 		$442K Hold
4,950
– – 0.07% 220
2025
Q1 		$405K Buy
4,950
+2,064
+72% +$166K 0.03% 232
2024
Q4 		$218K Sell
2,886
-2,277
-44% -$180K 0.01% 377
2024
Q3 		$432K Sell
5,163
-1,072
-17% -$86.3K 0.02% 250
2024
Q2 		$488K Hold
6,235
– – 0.03% 210
2024
Q1 		$498K Hold
6,235
– – 0.03% 201
2023
Q4 		$470K Buy
6,235
+295
+5% +$20.9K 0.03% 191
2023
Q3 		$409K Sell
5,940
-150
-2% -$10.7K 0.03% 195
2023
Q2 		$442K Buy
6,090
+150
+3% +$10.9K 0.03% 179
2023
Q1 		$425K Hold
5,940
– – 0.03% 170
2022
Q4 		$390K Sell
5,940
-95
-2% -$5.95K 0.03% 178
2022
Q3 		$338K Buy
6,035
+100
+2% +$6.23K 0.03% 163
2022
Q2 		$371K Buy
5,935
+87
+1% +$5.92K 0.03% 151
2022
Q1 		$430K Buy
5,848
+7
+0.1% +$524 0.04% 154
2021
Q4 		$460K Buy
5,841
+55
+1% +$4.36K 0.04% 120
2021
Q3 		$451K Buy
5,786
+1,968
+52% +$157K 0.04% 103
2021
Q2 		$301K Buy
3,818
+1,324
+53% +$105K 0.03% 167
2021
Q1 		$189K Buy
2,494
+344
+16% +$25.9K 0.02% 234
2020
Q4 		$157K Buy
2,150
+21
+1% +$1.44K 0.02% 214
2020
Q3 		$136K Sell
2,129
-150
-7% -$9.6K 0.02% 183
2020
Q2 		$139K Buy
2,279
+127
+6% +$7.34K 0.03% 147
2020
Q1 		$115K Sell
2,152
-2,705
-56% -$172K 0.03% 126
2019
Q4 		$337K Buy
4,857
+7
+0.1% +$473 0.09% 39
2019
Q3 		$316K Buy
4,850
+1,847
+62% +$119K 0.11% 38
2019
Q2 		$197K Hold
3,003
– – 0.08% 54
2019
Q1 		$195K Hold
3,003
– – 0.09% 49
2018
Q4 		$177K Buy
+3,003
New +$188K 0.09% 70

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

Ellevest Inc's EFA Position: Q2 2026 in Review

Ellevest Inc reduced its iShares MSCI EAFE ETF (EFA) stake by 4.8% in Q2 2026, selling an estimated $28.6K and leaving 5,522 shares worth $574K. The position accounts for 0.07% of the portfolio, ranked #219.

Ellevest Inc first reported a position in EFA in Q4 2018 and has held it in 31 quarters since. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Ellevest Inc held 5,522 shares of iShares MSCI EAFE ETF worth $574K as of Q2 2026.
  • Ellevest Inc sold 278 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $28.6K.
  • iShares MSCI EAFE ETF made up 0.07% of Ellevest Inc's portfolio in Q2 2026, its #219 holding.
  • Ellevest Inc first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.