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Financial Advocates Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Financial Advocates Investment Management’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 		– Sell
-10,054
Closed -$899K – 211
2025
Q2 		$899K Sell
10,054
-4,266
-30% -$364K 0.07% 248
2025
Q1 		$1.17M Sell
14,320
-1,256
-8% -$101K 0.08% 248
2024
Q4 		$1.18M Buy
15,576
+1,606
+11% +$127K 0.07% 265
2024
Q3 		$1.17M Sell
13,970
-2,978
-18% -$240K 0.07% 274
2024
Q2 		$1.33M Sell
16,948
-97,932
-85% -$7.76M 0.08% 229
2024
Q1 		$5.64M Buy
114,880
+100,762
+714% +$7.71M 0.33% 76
2023
Q4 		$1.07M Sell
14,118
-21,040
-60% -$1.49M 0.07% 271
2023
Q3 		$2.03M Buy
35,158
+18,281
+108% +$1.31M 0.15% 160
2023
Q2 		$1.22M Buy
16,877
+1,469
+10% +$107K 0.09% 236
2023
Q1 		$1.1M Buy
15,408
+545
+4% +$38.1K 0.08% 270
2022
Q4 		$976K Sell
14,863
-1,378
-8% -$86.3K 0.07% 294
2022
Q3 		$910K Buy
16,241
+2,458
+18% +$153K 0.08% 272
2022
Q2 		$861K Sell
13,783
-30,527
-69% -$2.08M 0.07% 288
2022
Q1 		$3.26M Buy
44,310
+11,725
+36% +$877K 0.21% 115
2021
Q4 		$2.58M Buy
32,585
+20,239
+164% +$1.6M 0.16% 150
2021
Q3 		$944K Sell
12,346
-6,804
-36% -$544K 0.06% 326
2021
Q2 		$1.6M Buy
19,150
+936
+5% +$74.4K 0.11% 235
2021
Q1 		$1.4M Sell
18,214
-59,416
-77% -$4.47M 0.1% 240
2020
Q4 		$5.02M Buy
77,630
+62,339
+408% +$4.26M 0.34% 65
2020
Q3 		$1.09M Buy
+15,291
New +$978K 0.09% 231
2020
Q2 		– Sell
-14,736
Closed -$852K – 615
2020
Q1 		$788K Sell
14,736
-3,751
-20% -$238K 0.11% 210
2019
Q4 		$1.32M Buy
18,487
+1,152
+7% +$77.8K 0.14% 170
2019
Q3 		$1.13M Buy
+17,335
New +$1.12M 0.13% 170
2019
Q2 		– Sell
-19,288
Closed -$1.26M – 472
2019
Q1 		$1.25M Sell
19,288
-36,785
-66% -$2.32M 0.16% 153
2018
Q4 		$3.3M Sell
56,073
-30,530
-35% -$1.91M 0.45% 56
2018
Q3 		$5.89M Sell
86,603
-24,813
-22% -$1.68M 0.66% 32
2018
Q2 		$7.43M Sell
111,416
-29,438
-21% -$2.06M 0.9% 21
2018
Q1 		$9.81M Sell
140,854
-18,285
-11% -$1.3M 1.28% 14
2017
Q4 		$11.2M Buy
+159,139
New +$11.1M 1.53% 12

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 $1.37T 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 $1.81T AUM 41.13% 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 $8.53B AUM 25.12% 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 Advocates Investment Management's EFA Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares MSCI EAFE ETF (EFA) in Q3 2025, closing a stake of 10,054 shares — an estimated $899K sold.

Financial Advocates Investment Management first reported a position in EFA in Q4 2017 and held it in 29 quarters. The position peaked at $11.2M in Q4 2017. 2,042 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,054 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $899K.
  • Financial Advocates Investment Management first reported a position in iShares MSCI EAFE ETF in Q4 2017 and held it in 29 quarters.
  • Financial Advocates Investment Management's iShares MSCI EAFE ETF position peaked at $11.2M in Q4 2017.
  • 2,042 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.