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
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 $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

Focus Partners Wealth's EFA Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 2.7% in Q1 2026, buying an estimated $4.13M and bringing the position to 1,588,694 shares worth $154M. The position accounts for 0.17% of the portfolio, ranked #129.

Focus Partners Wealth first reported a position in EFA in Q4 2023 and has held it in 10 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Focus Partners Wealth held 1,588,694 shares of iShares MSCI EAFE ETF worth $154M as of Q1 2026.
  • Focus Partners Wealth bought 41,281 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $4.13M.
  • iShares MSCI EAFE ETF made up 0.17% of Focus Partners Wealth's portfolio in Q1 2026, its #129 holding.
  • Focus Partners Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.