EWA
EFA icon

Etesian Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Etesian Wealth Advisors’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 		$3.37M Sell
32,418
-154
-0.5% -$15.8K 1% 29
2026
Q1 		$3.16M Buy
32,572
+17
+0.1% +$1.7K 1.01% 27
2025
Q4 		$3.13M Buy
32,555
+13
+0% +$1.23K 0.98% 26
2025
Q3 		$3.04M Sell
32,542
-280
-0.9% -$25.5K 1% 24
2025
Q2 		$2.93M Sell
32,822
-324
-1% -$27.7K 1.09% 22
2025
Q1 		$2.71M Sell
33,146
-85
-0.3% -$6.85K 1.17% 21
2024
Q4 		$2.51M Buy
33,231
+1,577
+5% +$125K 1.11% 21
2024
Q3 		$2.65M Sell
31,654
-3,791
-11% -$305K 1.2% 21
2024
Q2 		$2.78M Sell
35,445
-1,411
-4% -$112K 1.56% 19
2024
Q1 		$2.94M Sell
36,856
-979
-3% -$74.9K 1.69% 16
2023
Q4 		$2.85M Buy
37,835
+2,545
+7% +$180K 1.71% 14
2023
Q3 		$2.43M Sell
35,290
-918
-3% -$65.8K 1.64% 15
2023
Q2 		$2.63M Sell
36,208
-2,694
-7% -$196K 1.71% 13
2023
Q1 		$2.78M Sell
38,902
-22
-0.1% -$1.54K 1.85% 12
2022
Q4 		$2.55M Buy
+38,924
New +$2.44M 1.86% 11

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

Etesian Wealth Advisors's EFA Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.47% in Q2 2026, selling an estimated $15.8K and leaving 32,418 shares worth $3.37M. The position accounts for 1% of the portfolio, ranked #29.

Etesian Wealth Advisors first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Etesian Wealth Advisors held 32,418 shares of iShares MSCI EAFE ETF worth $3.37M as of Q2 2026.
  • Etesian Wealth Advisors sold 154 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $15.8K.
  • iShares MSCI EAFE ETF made up 1% of Etesian Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Etesian Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.