Excelsior Advisor Network’s iShares MSCI EAFE ETF EFA Stock Holding History

Excelsior Advisor Network’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	$547K	Buy	+5,264	New	+$541K	0.07%	253

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

Excelsior Advisor Network's EFA Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 5,264 shares worth $547K. The stake represents 0.07% of the portfolio and ranks #253 among its holdings.

2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Excelsior Advisor Network held 5,264 shares of iShares MSCI EAFE ETF worth $547K as of Q2 2026.
iShares MSCI EAFE ETF was a new Excelsior Advisor Network position in Q2 2026.
iShares MSCI EAFE ETF made up 0.07% of Excelsior Advisor Network's portfolio in Q2 2026, its #253 holding.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.