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EWG Elevate’s iShares MSCI EAFE ETF EFA Stock Holding History

EWG Elevate’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
2025
Q3 		$7.16M Buy
76,658
+2,532
+3% +$230K 2.24% 8
2025
Q2 		$6.63M Buy
74,126
+41,266
+126% +$3.52M 2.04% 12
2025
Q1 		$2.69M Sell
32,860
-18,913
-37% -$1.52M 1% 30
2024
Q4 		$3.91M Buy
51,773
+247
+0.5% +$19.6K 1.19% 20
2024
Q3 		$4.31M Buy
51,526
+1,478
+3% +$119K 1.73% 16
2024
Q2 		$3.92M Buy
50,048
+801
+2% +$63.5K 1.43% 23
2024
Q1 		$3.93M Buy
49,247
+661
+1% +$50.6K 1.5% 24
2023
Q4 		$3.66M Sell
48,586
-8,844
-15% -$625K 1.52% 20
2023
Q3 		$3.96M Sell
57,430
-33,118
-37% -$2.37M 1.79% 21
2023
Q2 		$6.56M Buy
90,548
+2,697
+3% +$196K 2.72% 13
2023
Q1 		$6.28M Buy
87,851
+53,479
+156% +$3.74M 2.68% 13
2022
Q4 		$2.26M Buy
34,372
+1,190
+4% +$74.5K 1.14% 21
2022
Q3 		$1.86M Hold
33,182
– – 1.05% 21
2022
Q2 		$2.07M Buy
33,182
+1,995
+6% +$136K 1.01% 25
2022
Q1 		$2.29M Buy
31,187
+11,408
+58% +$853K 0.9% 33
2021
Q4 		$1.56M Sell
19,779
-34
-0.2% -$2.69K 0.76% 35
2021
Q3 		$1.55M Buy
19,813
+2,537
+15% +$203K 0.64% 38
2021
Q2 		$1.37M Buy
17,276
+20
+0.1% +$1.59K 0.53% 40
2021
Q1 		$1.31M Buy
17,256
+1,758
+11% +$132K 0.58% 37
2020
Q4 		$1.13M Buy
15,498
+858
+6% +$58.7K 0.52% 44
2020
Q3 		$932K Buy
14,640
+1,065
+8% +$68.1K 0.54% 34
2020
Q2 		$826K Buy
13,575
+145
+1% +$8.38K 0.56% 33
2020
Q1 		$718K Sell
13,430
-44,905
-77% -$2.85M 0.54% 36
2019
Q4 		$4.05M Buy
+58,335
New +$3.94M 2.2% 13

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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EWG Elevate's EFA Position: Q3 2025 in Review

EWG Elevate increased its iShares MSCI EAFE ETF (EFA) stake by 3.4% in Q3 2025, buying an estimated $230K and bringing the position to 76,658 shares worth $7.16M. The position accounts for 2.24% of the portfolio, ranked #8.

EWG Elevate first reported a position in EFA in Q4 2019 and has held it in 24 quarters since. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • EWG Elevate held 76,658 shares of iShares MSCI EAFE ETF worth $7.16M as of Q3 2025.
  • EWG Elevate bought 2,532 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $230K.
  • iShares MSCI EAFE ETF made up 2.24% of EWG Elevate's portfolio in Q3 2025, its #8 holding.
  • EWG Elevate first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 24 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.