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Financial Discovery Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Financial Discovery Group’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 		$1.7M Sell
16,340
-201
-1% -$20.7K 3.62% 11
2026
Q1 		$1.61M Buy
+16,541
New +$1.65M 3.75% 9

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 $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Financial Discovery Group's EFA Position: Q2 2026 in Review

Financial Discovery Group reduced its iShares MSCI EAFE ETF (EFA) stake by 1.2% in Q2 2026, selling an estimated $20.7K and leaving 16,340 shares worth $1.7M. The position accounts for 3.62% of the portfolio, ranked #11.

Financial Discovery Group first reported a position in EFA in Q1 2026 and has held it in 2 quarters since. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Financial Discovery Group held 16,340 shares of iShares MSCI EAFE ETF worth $1.7M as of Q2 2026.
  • Financial Discovery Group sold 201 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $20.7K.
  • iShares MSCI EAFE ETF made up 3.62% of Financial Discovery Group's portfolio in Q2 2026, its #11 holding.
  • Financial Discovery Group first reported a position in iShares MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Financial Discovery Group's 13F filing for Q2 2026, filed 23 Jul 2026.