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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
2020
Q3 		– Sell
-6,165
Closed -$376K – 640
2020
Q2 		$376K Buy
+6,165
New +$356K 0.04% 413
2019
Q3 		– Sell
-18,414
Closed -$1.25M – 488
2019
Q2 		$1.25M Buy
+18,414
New +$1.21M 0.15% 157

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.