Fort Sheridan Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Fort Sheridan 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 Q2	$289K	Hold	2,785	–	–	0.03%	239
2026 Q1	$271K	Hold	2,785	–	–	0.03%	238
2025 Q4	$267K	Hold	2,785	–	–	0.03%	223
2025 Q3	$260K	Buy	2,785 +433	+18%	+$39.4K	0.03%	224
2025 Q2	$210K	Buy	+2,352	New	+$201K	0.03%	238
2024 Q4	–	Sell	-2,472	Closed	-$207K	–	249
2024 Q3	$207K	Buy	+2,472	New	+$199K	0.03%	237

Other funds holding EFA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Fort Sheridan Advisors's EFA Position: Q2 2026 in Review

Fort Sheridan Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 2,785 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #239.

Fort Sheridan Advisors first reported a position in EFA in Q3 2024 and has held it in 6 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Fort Sheridan Advisors held 2,785 shares of iShares MSCI EAFE ETF worth $289K as of Q2 2026.
Fort Sheridan Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.03% of Fort Sheridan Advisors's portfolio in Q2 2026, its #239 holding.
Fort Sheridan Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2024 and has held it in 6 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.