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Evolve Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Evolve Private 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
-8,494
Closed -$825K – 1065
2026
Q1 		$825K Buy
8,494
+1,968
+30% +$197K 0.04% 387
2025
Q4 		$627K Buy
+6,526
New +$619K 0.04% 445

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

Evolve Private Wealth's EFA Position: Q2 2026 in Review

Evolve Private Wealth sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 8,494 shares — an estimated $825K sold.

Evolve Private Wealth first reported a position in EFA in Q4 2025 and held it in 2 quarters. The position peaked at $825K in Q1 2026. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Evolve Private Wealth reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 8,494 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $825K.
  • Evolve Private Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's iShares MSCI EAFE ETF position peaked at $825K in Q1 2026.
  • 2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.