Empower Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Empower 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 Q1	$1.05M	Buy	10,785 +4,777	+80%	+$478K	﹤0.01%	245
2025 Q4	$577K	Sell	6,008 -5,645	-48%	-$535K	﹤0.01%	315
2025 Q3	$1.09M	Buy	11,653 +816	+8%	+$74.2K	﹤0.01%	245
2025 Q2	$969K	Buy	10,837 +299	+3%	+$25.5K	﹤0.01%	244
2025 Q1	$861K	Buy	10,538 +204	+2%	+$16.4K	﹤0.01%	248
2024 Q4	$781K	Buy	10,334 +176	+2%	+$13.9K	﹤0.01%	267
2024 Q3	$850K	Sell	10,158 -1,517	-13%	-$122K	﹤0.01%	247
2024 Q2	$915K	Sell	11,675 -1,482	-11%	-$117K	﹤0.01%	233
2024 Q1	$1.05M	Sell	13,157 -4,672	-26%	-$357K	﹤0.01%	225
2023 Q4	$1.34M	Buy	17,829 +2,151	+14%	+$152K	0.01%	220
2023 Q3	$1.08M	Sell	15,678 -127	-0.8%	-$9.1K	﹤0.01%	228
2023 Q2	$1.15M	Sell	15,805 -885	-5%	-$64.3K	﹤0.01%	230
2023 Q1	$1.2M	Buy	+16,690	New	+$1.17M	0.01%	231

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

Empower Advisory Group's EFA Position: Q1 2026 in Review

Empower Advisory Group increased its iShares MSCI EAFE ETF (EFA) stake by 80% in Q1 2026, buying an estimated $478K and bringing the position to 10,785 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Empower Advisory Group first reported a position in EFA in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.34M in Q4 2023. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Empower Advisory Group held 10,785 shares of iShares MSCI EAFE ETF worth $1.05M as of Q1 2026.
Empower Advisory Group bought 4,777 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $478K.
iShares MSCI EAFE ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #245 holding.
Empower Advisory Group first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's iShares MSCI EAFE ETF position peaked at $1.34M in Q4 2023.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.