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Financial & Tax Architects’s iShares MSCI EAFE ETF EFA Stock Holding History

Financial & Tax Architects’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 		$20.4M Sell
210,197
-6,421
-3% -$642K 4.55% 3
2025
Q4 		$20.8M Sell
216,618
-21,024
-9% -$1.99M 4.67% 2
2025
Q3 		$22.2M Buy
237,642
+1,394
+0.6% +$127K 4.9% 1
2025
Q2 		$21.1M Buy
236,248
+9,032
+4% +$771K 5.13% 2
2025
Q1 		$18.6M Buy
227,216
+221,580
+3,932% +$17.9M 4.66% 3
2024
Q4 		$426K Sell
5,636
-225,665
-98% -$17.9M 0.11% 91
2024
Q3 		$19.3M Sell
231,301
-5,094
-2% -$410K 4.97% 3
2024
Q2 		$18.5M Buy
236,395
+5,597
+2% +$443K 4.96% 4
2024
Q1 		$18.4M Buy
230,798
+109
+0% +$8.34K 5.07% 2
2023
Q4 		$17.4M Sell
230,689
-17,881
-7% -$1.26M 5.14% 4
2023
Q3 		$17.1M Sell
248,570
-2,977
-1% -$213K 5.32% 4
2023
Q2 		$18.2M Buy
251,547
+28,549
+13% +$2.07M 5.63% 3
2023
Q1 		$15.9M Buy
222,998
+25,054
+13% +$1.75M 5.25% 2
2022
Q4 		$14.1M Buy
+197,944
New +$12.4M 4.8% 2
2022
Q2 		– Sell
-5,971
Closed -$439K – 80
2022
Q1 		$439K Buy
5,971
+550
+10% +$41.1K 0.17% 65
2021
Q4 		$427K Sell
5,421
-51,774
-91% -$4.1M 0.17% 77
2021
Q3 		$4.46M Buy
57,195
+11,057
+24% +$885K 2.03% 12
2021
Q2 		$3.64M Buy
46,138
+9,043
+24% +$718K 1.78% 12
2021
Q1 		$2.81M Buy
+37,095
New +$2.79M 1.58% 26

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 & Tax Architects's EFA Position: Q1 2026 in Review

Financial & Tax Architects reduced its iShares MSCI EAFE ETF (EFA) stake by 3% in Q1 2026, selling an estimated $642K and leaving 210,197 shares worth $20.4M. The position accounts for 4.55% of the portfolio, ranked #3.

Financial & Tax Architects first reported a position in EFA in Q1 2021 and has held it in 19 quarters since. The position peaked at $22.2M in Q3 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Financial & Tax Architects held 210,197 shares of iShares MSCI EAFE ETF worth $20.4M as of Q1 2026.
  • Financial & Tax Architects sold 6,421 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $642K.
  • iShares MSCI EAFE ETF made up 4.55% of Financial & Tax Architects's portfolio in Q1 2026, its #3 holding.
  • Financial & Tax Architects first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 19 quarters since.
  • Financial & Tax Architects's iShares MSCI EAFE ETF position peaked at $22.2M in Q3 2025.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.