Elwood & Goetz Wealth Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$417K	Sell	4,013 -33	-0.8%	-$3.39K	0.06%	99
2026 Q1	$393K	Buy	4,046 +5	+0.1%	+$500	0.07%	85
2025 Q4	$388K	Sell	4,041 -71	-2%	-$6.73K	0.07%	79
2025 Q3	$384K	Sell	4,112 -22	-0.5%	-$2K	0.07%	80
2025 Q2	$370K	Sell	4,134 -134	-3%	-$11.4K	0.08%	75
2025 Q1	$349K	Hold	4,268	–	–	0.09%	67
2024 Q4	$323K	Sell	4,268 -765	-15%	-$60.6K	0.08%	72
2024 Q3	$421K	Hold	5,033	–	–	0.1%	61
2024 Q2	$394K	Hold	5,033	–	–	0.11%	51
2024 Q1	$402K	Buy	5,033 +126	+3%	+$9.64K	0.1%	59
2023 Q4	$370K	Buy	4,907 +736	+18%	+$52K	0.08%	58
2023 Q3	$287K	Hold	4,171	–	–	0.07%	61
2023 Q2	$302K	Hold	4,171	–	–	0.07%	53
2023 Q1	$298K	Hold	4,171	–	–	0.07%	53
2022 Q4	$274K	Buy	+4,171	New	+$261K	0.08%	51
2020 Q1	–	Sell	-4,585	Closed	-$318K	–	32
2019 Q4	$318K	Hold	4,585	–	–	0.23%	26
2019 Q3	$299K	Sell	4,585 -330	-7%	-$21.3K	0.24%	26
2019 Q2	$323K	Buy	4,915 +330	+7%	+$21.6K	0.28%	24
2019 Q1	$297K	Sell	4,585 -845	-16%	-$53.2K	0.27%	25
2018 Q4	$319K	Buy	+5,430	New	+$339K	0.34%	24

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

Elwood & Goetz Wealth Advisory Group's EFA Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its iShares MSCI EAFE ETF (EFA) stake by 0.82% in Q2 2026, selling an estimated $3.39K and leaving 4,013 shares worth $417K. The position accounts for 0.06% of the portfolio, ranked #99.

Elwood & Goetz Wealth Advisory Group first reported a position in EFA in Q4 2018 and has held it in 20 quarters since. The position peaked at $421K in Q3 2024. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 4,013 shares of iShares MSCI EAFE ETF worth $417K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group sold 33 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.39K.
iShares MSCI EAFE ETF made up 0.06% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #99 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 20 quarters since.
Elwood & Goetz Wealth Advisory Group's iShares MSCI EAFE ETF position peaked at $421K in Q3 2024.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.