Envestnet Portfolio Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Envestnet Portfolio Solutions’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	$13.7M	Buy	132,355 +71,421	+117%	+$7.35M	0.07%	179
2026 Q1	$5.92M	Sell	60,934 -88,240	-59%	-$8.83M	0.03%	261
2025 Q4	$14.3M	Buy	149,174 +4,489	+3%	+$426K	0.05%	191
2025 Q3	$13.5M	Sell	144,685 -16,513	-10%	-$1.5M	0.05%	191
2025 Q2	$14.4M	Buy	161,198 +2,405	+2%	+$205K	0.05%	175
2025 Q1	$13M	Sell	158,793 -52,130	-25%	-$4.2M	0.05%	181
2024 Q4	$15.9M	Sell	210,923 -105,943	-33%	-$8.39M	0.05%	166
2024 Q3	$26.5M	Sell	316,866 -15,926	-5%	-$1.28M	0.09%	114
2024 Q2	$26.1M	Buy	332,792 +198,672	+148%	+$15.7M	0.09%	113
2024 Q1	$10.7M	Sell	134,120 -140,593	-51%	-$10.8M	0.04%	218
2023 Q4	$20.7M	Buy	274,713 +199,813	+267%	+$14.1M	0.09%	113
2023 Q3	$5.16M	Buy	+74,900	New	+$5.37M	0.02%	299

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

Envestnet Portfolio Solutions's EFA Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares MSCI EAFE ETF (EFA) stake by 117% in Q2 2026, buying an estimated $7.35M and bringing the position to 132,355 shares worth $13.7M. The position accounts for 0.07% of the portfolio, ranked #179.

Envestnet Portfolio Solutions first reported a position in EFA in Q3 2023 and has held it in 12 quarters since. The position peaked at $26.5M in Q3 2024. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Envestnet Portfolio Solutions held 132,355 shares of iShares MSCI EAFE ETF worth $13.7M as of Q2 2026.
Envestnet Portfolio Solutions bought 71,421 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $7.35M.
iShares MSCI EAFE ETF made up 0.07% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #179 holding.
Envestnet Portfolio Solutions first reported a position in iShares MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares MSCI EAFE ETF position peaked at $26.5M in Q3 2024.
2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.