FA
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Fiducient Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Fiducient 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 		$50.8M Sell
522,865
-242
-0% -$24.2K 6.64% 3
2025
Q4 		$50.2M Sell
523,107
-7,881
-1% -$747K 6.23% 2
2025
Q3 		$49.6M Sell
530,988
-4,569
-0.9% -$415K 5.79% 4
2025
Q2 		$47.9M Buy
535,557
+7,743
+1% +$661K 5.86% 3
2025
Q1 		$43.1M Buy
527,814
+5,393
+1% +$435K 5.39% 4
2024
Q4 		$39.5M Buy
522,421
+5,465
+1% +$433K 4.88% 5
2024
Q3 		$43.2M Sell
516,956
-23,452
-4% -$1.89M 4.99% 5
2024
Q2 		$42.3M Buy
540,408
+71,919
+15% +$5.7M 5.84% 5
2024
Q1 		$37.4M Sell
468,489
-9,461
-2% -$724K 7.41% 4
2023
Q4 		$36M Sell
477,950
-91,243
-16% -$6.45M 6.75% 6
2023
Q3 		$39.2M Buy
569,193
+562,108
+7,934% +$40.3M 2.21% 6
2023
Q2 		$514K Sell
7,085
-2,492
-26% -$181K 0.16% 37
2023
Q1 		$685K Sell
9,577
-3,970
-29% -$278K 0.22% 32
2022
Q4 		$889K Buy
13,547
+5,657
+72% +$354K 0.26% 51
2022
Q3 		$442K Sell
7,890
-46,960
-86% -$2.93M 0.21% 34
2022
Q2 		$3.43M Buy
54,850
+50,165
+1,071% +$3.41M 1.29% 13
2022
Q1 		$345K Sell
4,685
-221
-5% -$16.5K 0.13% 47
2021
Q4 		$387K Buy
4,906
+65
+1% +$5.15K 0.12% 39
2021
Q3 		$378K Hold
4,841
– – 0.11% 65
2021
Q2 		$382K Sell
4,841
-298
-6% -$23.7K 0.12% 47
2021
Q1 		$390K Sell
5,139
-265
-5% -$20K 0.13% 50
2020
Q4 		$394K Buy
+5,404
New +$370K 0.15% 47
2020
Q1 		– Sell
-3,626
Closed -$252K – 24
2019
Q4 		$252K Buy
+3,626
New +$245K 0.14% 19

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

Fiducient Advisors's EFA Position: Q1 2026 in Review

Fiducient Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.05% in Q1 2026, selling an estimated $24.2K and leaving 522,865 shares worth $50.8M. The position accounts for 6.64% of the portfolio, ranked #3.

Fiducient Advisors first reported a position in EFA in Q4 2019 and has held it in 23 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Fiducient Advisors held 522,865 shares of iShares MSCI EAFE ETF worth $50.8M as of Q1 2026.
  • Fiducient Advisors sold 242 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $24.2K.
  • iShares MSCI EAFE ETF made up 6.64% of Fiducient Advisors's portfolio in Q1 2026, its #3 holding.
  • Fiducient Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 23 quarters since.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.