Flagship Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Flagship Private Wealth’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	$1.17M	Buy	11,245 +5,216	+87%	+$536K	0.41%	50
2026 Q1	$586K	Buy	6,029 +1,797	+42%	+$180K	0.24%	62
2025 Q4	$406K	Buy	4,232 +2,024	+92%	+$192K	0.16%	78
2025 Q3	$206K	Buy	+2,208	New	+$201K	0.08%	107
2021 Q3	–	Sell	-1,467	Closed	-$116K	–	132
2021 Q2	$116K	Buy	1,467 +15	+1%	+$1.19K	0.09%	92
2021 Q1	$113K	Hold	1,452	–	–	0.09%	83
2020 Q4	$107K	Buy	+1,452	New	+$99.3K	0.1%	82

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

Flagship Private Wealth's EFA Position: Q2 2026 in Review

Flagship Private Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 87% in Q2 2026, buying an estimated $536K and bringing the position to 11,245 shares worth $1.17M. The position accounts for 0.41% of the portfolio, ranked #50.

Flagship Private Wealth first reported a position in EFA in Q4 2020 and has held it in 7 quarters since. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Flagship Private Wealth held 11,245 shares of iShares MSCI EAFE ETF worth $1.17M as of Q2 2026.
Flagship Private Wealth bought 5,216 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $536K.
iShares MSCI EAFE ETF made up 0.41% of Flagship Private Wealth's portfolio in Q2 2026, its #50 holding.
Flagship Private Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 7 quarters since.
2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.