Elser Financial Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

Elser Financial Planning’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	$329K	Hold	3,163	–	–	0.01%	98
2026 Q1	$307K	Hold	3,163	–	–	0.01%	101
2025 Q4	$304K	Hold	3,163	–	–	0.22%	57
2025 Q3	$298K	Sell	3,163 -391	-11%	-$35.5K	0.36%	51
2025 Q2	$318K	Buy	3,554 +195	+6%	+$16.6K	0.4%	50
2025 Q1	$275K	Hold	3,359	–	–	0.38%	49
2024 Q4	$254K	Hold	3,359	–	–	0.02%	94
2024 Q3	$281K	Hold	3,359	–	–	0.41%	47
2024 Q2	$263K	Buy	+3,359	New	+$266K	0.04%	80

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

Elser Financial Planning's EFA Position: Q2 2026 in Review

Elser Financial Planning held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 3,163 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #98.

Elser Financial Planning first reported a position in EFA in Q2 2024 and has held it in 9 quarters since. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Elser Financial Planning held 3,163 shares of iShares MSCI EAFE ETF worth $329K as of Q2 2026.
Elser Financial Planning left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.01% of Elser Financial Planning's portfolio in Q2 2026, its #98 holding.
Elser Financial Planning first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.