FWA
EFA icon

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

Flagship Wealth Advisors’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 		$2.53M Sell
28,276
-4,973
-15% -$498K 1.09% 28
2025
Q4 		$3.19M Sell
33,249
-1,251
-4% -$119K 0.93% 29
2025
Q3 		$3.22M Buy
34,500
+1,194
+4% +$109K 1.06% 27
2025
Q2 		$2.98M Sell
33,306
-6,391
-16% -$546K 1.12% 27
2025
Q1 		$3.24M Sell
39,697
-7,506
-16% -$605K 1.37% 22
2024
Q4 		$3.57M Buy
+47,203
New +$3.74M 2.1% 11

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

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

Flagship Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 15% in Q1 2026, selling an estimated $498K and leaving 28,276 shares worth $2.53M. The position accounts for 1.09% of the portfolio, ranked #28.

Flagship Wealth Advisors first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.57M in Q4 2024. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Flagship Wealth Advisors held 28,276 shares of iShares MSCI EAFE ETF worth $2.53M as of Q1 2026.
  • Flagship Wealth Advisors sold 4,973 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $498K.
  • iShares MSCI EAFE ETF made up 1.09% of Flagship Wealth Advisors's portfolio in Q1 2026, its #28 holding.
  • Flagship Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's iShares MSCI EAFE ETF position peaked at $3.57M in Q4 2024.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.