Empower Advisory Group
EFA icon

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
Q2 		$1.11M Sell
10,681
-104
-1% -$10.7K ﹤0.01% 245
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
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

Empower Advisory Group's EFA Position: Q2 2026 in Review

Empower Advisory Group reduced its iShares MSCI EAFE ETF (EFA) stake by 0.96% in Q2 2026, selling an estimated $10.7K and leaving 10,681 shares worth $1.11M. 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 14 quarters since. The position peaked at $1.34M in Q4 2023. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Empower Advisory Group held 10,681 shares of iShares MSCI EAFE ETF worth $1.11M as of Q2 2026.
  • Empower Advisory Group sold 104 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $10.7K.
  • iShares MSCI EAFE ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #245 holding.
  • Empower Advisory Group first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's iShares MSCI EAFE ETF position peaked at $1.34M in Q4 2023.
  • 2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.