Focus Partners Wealth
EFA icon

Focus Partners Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Focus Partners 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 		$166M Buy
1,598,642
+9,948
+0.6% +$1.02M 0.17% 123
2026
Q1 		$154M Buy
1,588,694
+41,281
+3% +$4.13M 0.17% 129
2025
Q4 		$149M Buy
1,547,413
+653,178
+73% +$62M 0.17% 119
2025
Q3 		$83.6M Buy
894,235
+246,928
+38% +$22.4M 0.13% 145
2025
Q2 		$57.9M Buy
647,307
+88,257
+16% +$7.54M 0.13% 168
2025
Q1 		$45.7M Sell
559,050
-114,073
-17% -$9.19M 0.11% 174
2024
Q4 		$50.9M Buy
673,123
+133,163
+25% +$10.5M 0.13% 160
2024
Q3 		$45.2M Sell
539,960
-418,724
-44% -$33.7M 0.14% 154
2024
Q2 		$75.1M Buy
958,684
+486,633
+103% +$38.5M 0.25% 93
2024
Q1 		$37.7M Buy
472,051
+105,769
+29% +$8.09M 0.31% 78
2023
Q4 		$27.6M Buy
+366,282
New +$25.9M 0.36% 75

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Focus Partners Wealth's EFA Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 0.63% in Q2 2026, buying an estimated $1.02M and bringing the position to 1,598,642 shares worth $166M. The position accounts for 0.17% of the portfolio, ranked #123.

Focus Partners Wealth first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Focus Partners Wealth held 1,598,642 shares of iShares MSCI EAFE ETF worth $166M as of Q2 2026.
  • Focus Partners Wealth bought 9,948 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.02M.
  • iShares MSCI EAFE ETF made up 0.17% of Focus Partners Wealth's portfolio in Q2 2026, its #123 holding.
  • Focus Partners Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.