PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares MSCI EAFE ETF EFA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$397K	Buy	3,820 +32	+0.8%	+$3.29K	0.11%	125
2026 Q1	$368K	Hold	3,788	–	–	0.11%	123
2025 Q4	$364K	Buy	3,788 +36	+1%	+$3.41K	0.11%	119
2025 Q3	$350K	Hold	3,752	–	–	0.11%	107
2025 Q2	$335K	Buy	3,752 +115	+3%	+$9.82K	0.11%	105
2025 Q1	$297K	Hold	3,637	–	–	0.11%	116
2024 Q4	$275K	Buy	3,637 +461	+15%	+$36.5K	0.11%	114
2024 Q3	$266K	Hold	3,176	–	–	0.14%	83
2024 Q2	$249K	Buy	3,176 +32	+1%	+$2.54K	0.14%	82
2024 Q1	$251K	Hold	3,144	–	–	0.17%	81
2023 Q4	$237K	Buy	+3,144	New	+$222K	0.15%	79

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EFA Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its iShares MSCI EAFE ETF (EFA) stake by 0.84% in Q2 2026, buying an estimated $3.29K and bringing the position to 3,820 shares worth $397K. The position accounts for 0.11% of the portfolio, ranked #125.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 1,541 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,820 shares of iShares MSCI EAFE ETF worth $397K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 32 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.29K.
iShares MSCI EAFE ETF made up 0.11% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #125 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
1,541 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.