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

Financial 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
2025
Q2 		– Sell
-3,274
Closed -$268K – 80
2025
Q1 		$268K Hold
3,274
– – 0.05% 69
2024
Q4 		$248K Hold
3,274
– – 0.05% 72
2024
Q3 		$274K Buy
3,274
+263
+9% +$21.2K 0.05% 69
2024
Q2 		$236K Hold
3,011
– – 0.05% 68
2024
Q1 		$240K Hold
3,011
– – 0.05% 67
2023
Q4 		$227K Hold
3,011
– – 0.05% 68
2023
Q3 		$208K Hold
3,011
– – 0.05% 70
2023
Q2 		$218K Hold
3,011
– – 0.05% 72
2023
Q1 		$215K Buy
+3,011
New +$211K 0.05% 72
2022
Q4 		– Sell
-4,425
Closed -$247K – 82
2022
Q3 		$247K Hold
4,425
– – 0.09% 61
2022
Q2 		$277K Sell
4,425
-4,554
-51% -$310K 0.1% 60
2022
Q1 		$661K Sell
8,979
-219
-2% -$16.4K 0.21% 33
2021
Q4 		$724K Hold
9,198
– – 0.22% 32
2021
Q3 		$718K Hold
9,198
– – 0.24% 32
2021
Q2 		$726K Buy
9,198
+252
+3% +$20K 0.25% 30
2021
Q1 		$679K Hold
8,946
– – 0.27% 27
2020
Q4 		$653K Hold
8,946
– – 0.29% 26
2020
Q3 		$569K Buy
8,946
+626
+8% +$40.1K 0.3% 27
2020
Q2 		$506K Sell
8,320
-2,952
-26% -$171K 0.28% 31
2020
Q1 		$603K Hold
11,272
– – 0.41% 19
2019
Q4 		$783K Sell
11,272
-11
-0.1% -$743 0.44% 17
2019
Q3 		$736K Buy
11,283
+11
+0.1% +$709 0.45% 17
2019
Q2 		$741K Hold
11,272
– – 0.48% 15
2019
Q1 		$731K Sell
11,272
-4
-0% -$252 0.5% 16
2018
Q4 		$663K Buy
+11,276
New +$704K 0.54% 14

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Financial Advisors's EFA Position: Q2 2025 in Review

Financial Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2025, closing a stake of 3,274 shares — an estimated $268K sold.

Financial Advisors first reported a position in EFA in Q4 2018 and held it in 25 quarters. The position peaked at $783K in Q4 2019. 2,025 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

  • Financial Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advisors sold 3,274 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $268K.
  • Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 25 quarters.
  • Financial Advisors's iShares MSCI EAFE ETF position peaked at $783K in Q4 2019.
  • 2,025 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Financial Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.