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

EverSource 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 		$16.1M Buy
154,929
+9,508
+7% +$978K 0.54% 43
2026
Q1 		$14.1M Sell
145,421
-7,956
-5% -$796K 0.43% 53
2025
Q4 		$14.7M Buy
153,377
+2,714
+2% +$257K 0.54% 44
2025
Q3 		$14.1M Buy
150,663
+9,856
+7% +$896K 0.56% 42
2025
Q2 		$12.6M Buy
140,807
+12,521
+10% +$1.07M 0.57% 40
2025
Q1 		$10.5M Buy
128,286
+106,795
+497% +$8.61M 0.58% 41
2024
Q4 		$1.62M Sell
21,491
-417
-2% -$33K 0.09% 174
2024
Q3 		$1.83M Sell
21,908
-86,947
-80% -$7M 0.12% 148
2024
Q2 		$8.75M Buy
108,855
+8,298
+8% +$657K 0.58% 41
2024
Q1 		$7.77M Buy
100,557
+7,910
+9% +$605K 0.61% 41
2023
Q4 		$6.98M Sell
92,647
-19,287
-17% -$1.36M 0.64% 34
2023
Q3 		$7.71M Buy
111,934
+10,285
+10% +$737K 0.82% 26
2023
Q2 		$7.37M Sell
101,649
-4,829
-5% -$351K 0.81% 25
2023
Q1 		$7.62M Buy
106,478
+80,464
+309% +$5.63M 0.95% 21
2022
Q4 		$1.71M Sell
26,014
-3,635
-12% -$228K 0.26% 84
2022
Q3 		$1.66M Sell
29,649
-128
-0.4% -$7.98K 0.38% 46
2022
Q2 		$1.86M Sell
29,777
-531
-2% -$36.1K 0.48% 41
2022
Q1 		$2.23M Buy
30,308
+907
+3% +$67.8K 0.57% 32
2021
Q4 		$2.31M Buy
+29,401
New +$2.33M 0.65% 30

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

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

EverSource Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 6.5% in Q2 2026, buying an estimated $978K and bringing the position to 154,929 shares worth $16.1M. The position accounts for 0.54% of the portfolio, ranked #43.

EverSource Wealth Advisors first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • EverSource Wealth Advisors held 154,929 shares of iShares MSCI EAFE ETF worth $16.1M as of Q2 2026.
  • EverSource Wealth Advisors bought 9,508 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $978K.
  • iShares MSCI EAFE ETF made up 0.54% of EverSource Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • EverSource Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.