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

Evolution 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
Q1 		$776K Buy
7,986
+1,950
+32% +$195K 0.08% 88
2025
Q4 		$580K Buy
6,036
+161
+3% +$15.3K 0.06% 100
2025
Q3 		$549K Buy
5,875
+1,035
+21% +$94.1K 0.07% 100
2025
Q2 		$433K Buy
4,840
+572
+13% +$48.8K 0.06% 106
2025
Q1 		$349K Buy
4,268
+1,437
+51% +$116K 0.06% 109
2024
Q4 		$214K Sell
2,831
-157
-5% -$12.4K 0.04% 135
2024
Q3 		$250K Sell
2,988
-60
-2% -$4.83K 0.04% 115
2024
Q2 		$239K Buy
3,048
+48
+2% +$3.8K 0.05% 121
2024
Q1 		$240K Buy
3,000
+30
+1% +$2.29K 0.05% 115
2023
Q4 		$224K Buy
2,970
+31
+1% +$2.19K 0.05% 115
2023
Q3 		$203K Buy
+2,939
New +$211K 0.05% 108
2021
Q4 		– Sell
-935
Closed -$73K – 296
2021
Q3 		$73K Buy
935
+490
+110% +$39.2K 0.02% 170
2021
Q2 		$35K Buy
+445
New +$35.4K 0.01% 238

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

Evolution Wealth Advisors's EFA Position: Q1 2026 in Review

Evolution Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 32% in Q1 2026, buying an estimated $195K and bringing the position to 7,986 shares worth $776K. The position accounts for 0.08% of the portfolio, ranked #88.

Evolution Wealth Advisors first reported a position in EFA in Q2 2021 and has held it in 13 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Evolution Wealth Advisors held 7,986 shares of iShares MSCI EAFE ETF worth $776K as of Q1 2026.
  • Evolution Wealth Advisors bought 1,950 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $195K.
  • iShares MSCI EAFE ETF made up 0.08% of Evolution Wealth Advisors's portfolio in Q1 2026, its #88 holding.
  • Evolution Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2021 and has held it in 13 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.