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 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 $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Flagship Private Wealth's EFA Position: Q1 2026 in Review

Flagship Private Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 42% in Q1 2026, buying an estimated $180K and bringing the position to 6,029 shares worth $586K. The position accounts for 0.24% of the portfolio, ranked #62.

Flagship Private Wealth first reported a position in EFA in Q4 2020 and has held it in 6 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Flagship Private Wealth held 6,029 shares of iShares MSCI EAFE ETF worth $586K as of Q1 2026.
Flagship Private Wealth bought 1,797 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $180K.
iShares MSCI EAFE ETF made up 0.24% of Flagship Private Wealth's portfolio in Q1 2026, its #62 holding.
Flagship Private Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 6 quarters since.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Flagship Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.