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 Q2	$963K	Buy	9,266 +1,280	+16%	+$132K	0.11%	87
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 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

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

Evolution Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 16% in Q2 2026, buying an estimated $132K and bringing the position to 9,266 shares worth $963K. The position accounts for 0.11% of the portfolio, ranked #87.

Evolution Wealth Advisors first reported a position in EFA in Q2 2021 and has held it in 14 quarters since. 2,263 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Evolution Wealth Advisors held 9,266 shares of iShares MSCI EAFE ETF worth $963K as of Q2 2026.
Evolution Wealth Advisors bought 1,280 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $132K.
iShares MSCI EAFE ETF made up 0.11% of Evolution Wealth Advisors's portfolio in Q2 2026, its #87 holding.
Evolution Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2021 and has held it in 14 quarters since.
2,263 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.