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 Q2	$22.4M	Buy	215,339 +5,142	+2%	+$529K	4.72%	3
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 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 & Tax Architects's EFA Position: Q2 2026 in Review

Financial & Tax Architects increased its iShares MSCI EAFE ETF (EFA) stake by 2.4% in Q2 2026, buying an estimated $529K and bringing the position to 215,339 shares worth $22.4M. The position accounts for 4.72% of the portfolio, ranked #3.

Financial & Tax Architects first reported a position in EFA in Q1 2021 and has held it in 20 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Financial & Tax Architects held 215,339 shares of iShares MSCI EAFE ETF worth $22.4M as of Q2 2026.
Financial & Tax Architects bought 5,142 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $529K.
iShares MSCI EAFE ETF made up 4.72% of Financial & Tax Architects's portfolio in Q2 2026, its #3 holding.
Financial & Tax Architects first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 20 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.