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Foguth Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Foguth Wealth Management’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
2025
Q1 		– Sell
-6,131
Closed -$486K – 154
2024
Q4 		$486K Sell
6,131
-198
-3% -$15.7K 0.13% 84
2024
Q3 		$519K Sell
6,329
-831
-12% -$66.9K 0.19% 73
2024
Q2 		$561K Sell
7,160
-18
-0.3% -$1.43K 0.25% 61
2024
Q1 		$573K Buy
+7,178
New +$549K 0.31% 63

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Foguth Wealth Management's EFA Position: Q1 2025 in Review

Foguth Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2025, closing a stake of 6,131 shares — an estimated $486K sold.

Foguth Wealth Management first reported a position in EFA in Q1 2024 and held it in 4 quarters. The position peaked at $573K in Q1 2024. 1,962 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • Foguth Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Foguth Wealth Management sold 6,131 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $486K.
  • Foguth Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2024 and held it in 4 quarters.
  • Foguth Wealth Management's iShares MSCI EAFE ETF position peaked at $573K in Q1 2024.
  • 1,962 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Foguth Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.