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Evoke Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Evoke Wealth’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
Q1 		$2.94M Buy
30,312
+1,320
+5% +$132K 0.05% 138
2025
Q4 		$2.78M Buy
28,992
+8,148
+39% +$773K 0.05% 140
2025
Q3 		$1.95M Buy
20,844
+3,466
+20% +$315K 0.04% 170
2025
Q2 		$1.55M Buy
17,378
+2,884
+20% +$246K 0.04% 188
2025
Q1 		$1.18M Buy
14,494
+947
+7% +$76.3K 0.03% 178
2024
Q4 		$1.02M Buy
13,547
+3,716
+38% +$294K 0.03% 187
2024
Q3 		$822K Buy
+9,831
New +$791K 0.02% 199
2024
Q2 		– Sell
-18,441
Closed -$1.47M – 187
2024
Q1 		$1.47M Buy
+18,441
New +$1.41M 0.04% 141
2023
Q4 		– Sell
-26,777
Closed -$1.85M – 170
2023
Q3 		$1.85M Buy
26,777
+3,661
+16% +$262K 0.06% 123
2023
Q2 		$1.68M Buy
23,116
+126
+0.5% +$9.15K 0.06% 122
2023
Q1 		$1.64M Hold
22,990
– – 0.06% 123
2022
Q4 		$1.51M Sell
22,990
-5,488
-19% -$344K 0.05% 133
2022
Q3 		$1.59M Sell
28,478
-344
-1% -$21.4K 0.06% 113
2022
Q2 		$1.8M Sell
28,822
-2,038
-7% -$139K 0.07% 114
2022
Q1 		$2.27M Buy
30,860
+2,133
+7% +$160K 0.07% 109
2021
Q4 		$2.27M Sell
28,727
-1,022
-3% -$80.9K 0.07% 115
2021
Q3 		$2.32M Buy
29,749
+1,545
+5% +$124K 0.09% 112
2021
Q2 		$2.23M Buy
28,204
+5,534
+24% +$440K 0.08% 116
2021
Q1 		$1.72M Buy
22,670
+13,582
+149% +$1.02M 0.08% 115
2020
Q4 		$663K Buy
9,088
+59
+0.7% +$4.04K 0.04% 126
2020
Q3 		$575K Sell
9,029
-315
-3% -$20.2K 0.05% 121
2020
Q2 		$569K Sell
9,344
-304
-3% -$17.6K 0.06% 104
2020
Q1 		$516K Buy
+9,648
New +$612K 0.07% 96
2019
Q4 		– Sell
-12,160
Closed -$793K – 1305
2019
Q3 		$793K Buy
+12,160
New +$784K 0.1% 111

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evoke Wealth's EFA Position: Q1 2026 in Review

Evoke Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 4.6% in Q1 2026, buying an estimated $132K and bringing the position to 30,312 shares worth $2.94M. The position accounts for 0.05% of the portfolio, ranked #138.

Evoke Wealth first reported a position in EFA in Q3 2019 and has held it in 24 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Evoke Wealth held 30,312 shares of iShares MSCI EAFE ETF worth $2.94M as of Q1 2026.
  • Evoke Wealth bought 1,320 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $132K.
  • iShares MSCI EAFE ETF made up 0.05% of Evoke Wealth's portfolio in Q1 2026, its #138 holding.
  • Evoke Wealth first reported a position in iShares MSCI EAFE ETF in Q3 2019 and has held it in 24 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.