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

Financial Perspectives’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	$364K	Buy	3,503 +31	+0.9%	+$3.19K	0.09%	124
2026 Q1	$337K	Hold	3,472	–	–	0.09%	123
2025 Q4	$333K	Buy	3,472 +11	+0.3%	+$1.04K	0.09%	124
2025 Q3	$323K	Hold	3,461	–	–	0.09%	120
2025 Q2	$309K	Buy	3,461 +426	+14%	+$36.4K	0.09%	118
2025 Q1	$248K	Hold	3,035	–	–	0.08%	125
2024 Q4	$230K	Buy	3,035 +2	+0.1%	+$158	0.08%	130
2024 Q3	$254K	Hold	3,033	–	–	0.09%	125
2024 Q2	$238K	Buy	3,033 +79	+3%	+$6.26K	0.09%	127
2024 Q1	$236K	Sell	2,954 -80	-3%	-$6.12K	0.09%	126
2023 Q4	$229K	Buy	3,034 +5	+0.2%	+$353	0.09%	131
2023 Q3	$209K	Hold	3,029	–	–	0.1%	121
2023 Q2	$220K	Buy	3,029 +6	+0.2%	+$436	0.1%	122
2023 Q1	$216K	Hold	3,023	–	–	0.1%	113
2022 Q4	$198K	Sell	3,023 -285	-9%	-$17.9K	0.1%	120
2022 Q3	$185K	Hold	3,308	–	–	0.1%	122
2022 Q2	$207K	Buy	3,308 +11	+0.3%	+$749	0.12%	114
2022 Q1	$243K	Sell	3,297 -99	-3%	-$7.4K	0.11%	114
2021 Q4	$267K	Buy	3,396 +43	+1%	+$3.4K	0.13%	101
2021 Q3	$262K	Hold	3,353	–	–	0.13%	103
2021 Q2	$264K	Buy	3,353 +501	+18%	+$39.8K	0.13%	108
2021 Q1	$216K	Hold	2,852	–	–	0.12%	115
2020 Q4	$208K	Buy	2,852 +1	+0%	+$68	0.12%	113
2020 Q3	$181K	Hold	2,851	–	–	0.12%	105
2020 Q2	$174K	Sell	2,851 -2,223	-44%	-$129K	0.12%	98
2020 Q1	$271K	Hold	5,074	–	–	0.22%	60
2019 Q4	$352K	Buy	+5,074	New	+$343K	0.24%	52

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 Perspectives's EFA Position: Q2 2026 in Review

Financial Perspectives increased its iShares MSCI EAFE ETF (EFA) stake by 0.89% in Q2 2026, buying an estimated $3.19K and bringing the position to 3,503 shares worth $364K. The position accounts for 0.09% of the portfolio, ranked #124.

Financial Perspectives first reported a position in EFA in Q4 2019 and has held it in 27 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Financial Perspectives held 3,503 shares of iShares MSCI EAFE ETF worth $364K as of Q2 2026.
Financial Perspectives bought 31 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.19K.
iShares MSCI EAFE ETF made up 0.09% of Financial Perspectives's portfolio in Q2 2026, its #124 holding.
Financial Perspectives first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.