Evergreen Wealth Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

Evergreen Wealth 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	$719K	Buy	6,619 +2,557	+63%	+$263K	0.04%	252
2026 Q1	$395K	Buy	+4,062	New	+$406K	0.03%	285
2024 Q2	–	Sell	-2,585	Closed	-$206K	–	123
2024 Q1	$206K	Sell	2,585 -550	-18%	-$42.1K	0.15%	112
2023 Q4	$236K	Sell	3,135 -465	-13%	-$32.9K	0.2%	103
2023 Q3	$248K	Sell	3,600 -250	-6%	-$17.9K	0.25%	87
2023 Q2	$279K	Sell	3,850 -950	-20%	-$69K	0.28%	82
2023 Q1	$343K	Sell	4,800 -2,688	-36%	-$188K	0.4%	73
2022 Q4	$492K	Sell	7,488 -10,370	-58%	-$650K	0.65%	51
2022 Q3	$1M	Buy	17,858 +4,109	+30%	+$256K	1.42%	25
2022 Q2	$859K	Buy	13,749 +4,311	+46%	+$293K	1.05%	31
2022 Q1	$695K	Buy	+9,438	New	+$706K	0.67%	37

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

Evergreen Wealth Solutions's EFA Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its iShares MSCI EAFE ETF (EFA) stake by 63% in Q2 2026, buying an estimated $263K and bringing the position to 6,619 shares worth $719K. The position accounts for 0.04% of the portfolio, ranked #252.

Evergreen Wealth Solutions first reported a position in EFA in Q1 2022 and has held it in 11 quarters since. The position peaked at $1M in Q3 2022. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Evergreen Wealth Solutions held 6,619 shares of iShares MSCI EAFE ETF worth $719K as of Q2 2026.
Evergreen Wealth Solutions bought 2,557 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $263K.
iShares MSCI EAFE ETF made up 0.04% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #252 holding.
Evergreen Wealth Solutions first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 11 quarters since.
Evergreen Wealth Solutions's iShares MSCI EAFE ETF position peaked at $1M in Q3 2022.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.