EW
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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
Q2 		– Sell
-30,312
Closed -$2.94M – 189
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 $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

Evoke Wealth's EFA Position: Q2 2026 in Review

Evoke Wealth sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 30,312 shares — an estimated $2.94M sold.

Evoke Wealth first reported a position in EFA in Q3 2019 and held it in 24 quarters. The position peaked at $2.94M in Q1 2026. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Evoke Wealth reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 30,312 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.94M.
  • Evoke Wealth first reported a position in iShares MSCI EAFE ETF in Q3 2019 and held it in 24 quarters.
  • Evoke Wealth's iShares MSCI EAFE ETF position peaked at $2.94M in Q1 2026.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.