FP
EFA icon

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
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 Sell
3,353
-213,045
-98% -$16.9M 0.13% 108
2021
Q1 		$2.85M Buy
216,398
+213,546
+7,488% +$16.1M 0.14% 118
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
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Perspectives's EFA Position: Q1 2026 in Review

Financial Perspectives held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 3,472 shares worth $337K. The position accounts for 0.09% of the portfolio, ranked #123.

Financial Perspectives first reported a position in EFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.85M in Q1 2021. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Financial Perspectives held 3,472 shares of iShares MSCI EAFE ETF worth $337K as of Q1 2026.
  • Financial Perspectives left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.09% of Financial Perspectives's portfolio in Q1 2026, its #123 holding.
  • Financial Perspectives first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's iShares MSCI EAFE ETF position peaked at $2.85M in Q1 2021.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.