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Financial Insights’s iShares MSCI EAFE ETF EFA Stock Holding History

Financial Insights’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 		$432K Hold
4,158
– – 0.11% 96
2026
Q1 		$404K Buy
4,158
+103
+3% +$10.3K 0.13% 91
2025
Q4 		$389K Hold
4,055
– – 0.13% 87
2025
Q3 		$379K Sell
4,055
-89
-2% -$8.09K 0.13% 86
2025
Q2 		$370K Sell
4,144
-603
-13% -$51.5K 0.14% 81
2025
Q1 		$388K Buy
4,747
+427
+10% +$34.4K 0.15% 70
2024
Q4 		$327K Sell
4,320
-10,745
-71% -$851K 0.12% 80
2024
Q3 		$1.26M Sell
15,065
-16,279
-52% -$1.31M 0.4% 42
2024
Q2 		$2.46M Buy
31,344
+1,398
+5% +$111K 0.68% 30
2024
Q1 		$2.39M Buy
29,946
+25,881
+637% +$1.98M 0.67% 31
2023
Q4 		$306K Buy
4,065
+894
+28% +$63.2K 0.1% 130
2023
Q3 		$212K Sell
3,171
-759
-19% -$54.4K 0.08% 142
2023
Q2 		$285K Sell
3,930
-877
-18% -$63.7K 0.1% 134
2023
Q1 		$344K Sell
4,807
-24
-0.5% -$1.68K 0.14% 119
2022
Q4 		$317K Sell
4,831
-266
-5% -$16.7K 0.15% 114
2022
Q3 		$286K Sell
5,097
-250
-5% -$15.6K 0.19% 97
2022
Q2 		$334K Sell
5,347
-970
-15% -$66K 0.34% 58
2022
Q1 		$465K Buy
6,317
+967
+18% +$72.3K 0.43% 44
2021
Q4 		$421K Buy
5,350
+352
+7% +$27.9K 0.36% 47
2021
Q3 		$390K Buy
4,998
+283
+6% +$22.6K 0.36% 51
2021
Q2 		$372K Buy
4,715
+388
+9% +$30.8K 0.31% 51
2021
Q1 		$328K Buy
4,327
+87
+2% +$6.55K 0.24% 57
2020
Q4 		$309K Buy
4,240
+152
+4% +$10.4K 0.24% 54
2020
Q3 		$260K Buy
4,088
+1,915
+88% +$123K 0.22% 59
2020
Q2 		$244K Sell
2,173
-1,817
-46% -$105K 0.22% 62
2020
Q1 		$213K Buy
3,990
+111
+3% +$7.04K 0.22% 66
2019
Q4 		$269K Hold
3,879
– – 0.24% 62
2019
Q3 		$253K Hold
3,879
– – 0.24% 62
2019
Q2 		$242K Sell
3,879
-100
-3% -$6.54K 0.25% 57
2019
Q1 		$266K Hold
3,979
– – 0.28% 49
2018
Q4 		$249K Buy
+3,979
New +$249K 0.28% 47

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 Insights's EFA Position: Q2 2026 in Review

Financial Insights held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 4,158 shares worth $432K. The position accounts for 0.11% of the portfolio, ranked #96.

Financial Insights first reported a position in EFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.46M in Q2 2024. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Financial Insights held 4,158 shares of iShares MSCI EAFE ETF worth $432K as of Q2 2026.
  • Financial Insights left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.11% of Financial Insights's portfolio in Q2 2026, its #96 holding.
  • Financial Insights first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • Financial Insights's iShares MSCI EAFE ETF position peaked at $2.46M in Q2 2024.
  • 2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.