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

Financial Management Professionals’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	$419K	Sell	4,033 -324	-7%	-$33.3K	0.04%	131
2026 Q1	$423K	Sell	4,357 -62	-1%	-$6.2K	0.05%	116
2025 Q4	$424K	Sell	4,419 -325	-7%	-$30.8K	0.04%	110
2025 Q3	$443K	Sell	4,744 -60	-1%	-$5.45K	0.05%	107
2025 Q2	$429K	Buy	4,804 +4,717	+5,422%	+$403K	0.05%	102
2025 Q1	$7.13K	Buy	87 +34	+64%	+$2.74K	﹤0.01%	582
2024 Q4	$4.03K	Sell	53 -599	-92%	-$47.4K	﹤0.01%	646
2024 Q3	$54K	Buy	652 +629	+2,735%	+$50.6K	0.01%	260
2024 Q2	$2K	Buy	23 +5	+28%	+$396	﹤0.01%	693
2024 Q1	$1K	Buy	18 +9	+100%	+$688	﹤0.01%	836
2023 Q4	$1K	Hold	9	–	–	﹤0.01%	829
2023 Q3	$1K	Buy	9 +6	+200%	+$430	﹤0.01%	775
2023 Q2	$0	Sell	3 -6	-67%	-$436	﹤0.01%	962
2023 Q1	$1K	Sell	9 -18	-67%	-$1.26K	﹤0.01%	870
2022 Q4	$2K	Hold	27	–	–	﹤0.01%	727
2022 Q3	$2K	Sell	27 -5	-16%	-$312	﹤0.01%	729
2022 Q2	$2K	Buy	32 +5	+19%	+$340	﹤0.01%	739
2022 Q1	$2K	Hold	27	–	–	﹤0.01%	764
2021 Q4	$2K	Buy	27 +1	+4%	+$79	﹤0.01%	711
2021 Q3	$2K	Hold	26	–	–	﹤0.01%	708
2021 Q2	$2K	Hold	26	–	–	﹤0.01%	668
2021 Q1	$2K	Sell	26 -50	-66%	-$3.77K	﹤0.01%	571
2020 Q4	$6K	Sell	76 -685	-90%	-$46.8K	﹤0.01%	423
2020 Q3	$48K	Hold	761	–	–	0.02%	210
2020 Q2	$46K	Sell	761 -130	-15%	-$7.52K	0.02%	216
2020 Q1	$48K	Buy	891 +334	+60%	+$21.2K	0.02%	90
2019 Q4	$39K	Buy	557 +489	+719%	+$33K	0.01%	113
2019 Q3	$4K	Hold	68	–	–	﹤0.01%	218
2019 Q2	$4K	Hold	68	–	–	﹤0.01%	242
2019 Q1	$4K	Sell	68 -1,092	-94%	-$68.8K	﹤0.01%	202
2018 Q4	$68K	Hold	1,160	–	–	0.04%	66
2018 Q3	$79K	Sell	1,160 -549	-32%	-$37.1K	0.03%	69
2018 Q2	$114K	Buy	1,709 +38	+2%	+$2.66K	0.05%	58
2018 Q1	$116K	Hold	1,671	–	–	0.06%	58
2017 Q4	$117K	Buy	1,671 +409	+32%	+$28.4K	0.05%	52
2017 Q3	$86K	Hold	1,262	–	–	0.04%	59
2017 Q2	$82K	Buy	1,262 +109	+9%	+$7.05K	0.04%	64
2017 Q1	$71K	Hold	1,153	–	–	0.04%	68
2016 Q4	$66K	Buy	1,153 +77	+7%	+$4.44K	0.03%	75
2016 Q3	$63K	Sell	1,076 -12	-1%	-$696	0.03%	83
2016 Q2	$60K	Buy	1,088 +30	+3%	+$1.73K	0.03%	80
2016 Q1	$60K	Hold	1,058	–	–	0.03%	67
2015 Q4	$62K	Hold	1,058	–	–	0.03%	67
2015 Q3	$61K	Buy	1,058 +1,008	+2,016%	+$62.2K	0.04%	78
2015 Q2	$3K	Hold	50	–	–	﹤0.01%	221
2015 Q1	$3K	Sell	50 -917	-95%	-$57.7K	﹤0.01%	238
2014 Q4	$59K	Hold	967	–	–	0.03%	85
2014 Q3	$62K	Hold	967	–	–	0.04%	78
2014 Q2	$66K	Hold	967	–	–	0.04%	69
2014 Q1	$65K	Hold	967	–	–	0.04%	73
2013 Q4	$65K	Sell	967 -134	-12%	-$8.76K	0.04%	68
2013 Q3	$70K	Hold	1,101	–	–	0.04%	67
2013 Q2	$63K	Buy	+1,101	New	+$66.6K	0.05%	69

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Management Professionals's EFA Position: Q2 2026 in Review

Financial Management Professionals reduced its iShares MSCI EAFE ETF (EFA) stake by 7.4% in Q2 2026, selling an estimated $33.3K and leaving 4,033 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #131.

Financial Management Professionals first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $443K in Q3 2025. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Financial Management Professionals held 4,033 shares of iShares MSCI EAFE ETF worth $419K as of Q2 2026.
Financial Management Professionals sold 324 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $33.3K.
iShares MSCI EAFE ETF made up 0.04% of Financial Management Professionals's portfolio in Q2 2026, its #131 holding.
Financial Management Professionals first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
Financial Management Professionals's iShares MSCI EAFE ETF position peaked at $443K in Q3 2025.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.