Forum Financial Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Forum Financial 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
2026 Q2	$529K	Buy	5,091 +120	+2%	+$12.3K	0.01%	204
2026 Q1	$483K	Sell	4,971 -588	-11%	-$58.8K	0.01%	203
2025 Q4	$534K	Sell	5,559 -54	-1%	-$5.12K	0.01%	442
2025 Q3	$524K	Hold	5,613	–	–	0.01%	439
2025 Q2	$502K	Hold	5,613	–	–	0.01%	407
2025 Q1	$459K	Buy	5,613 +2	+0%	+$161	0.01%	406
2024 Q4	$424K	Hold	5,611	–	–	0.01%	445
2024 Q3	$469K	Sell	5,611 -662	-11%	-$53.3K	0.01%	351
2024 Q2	$491K	Sell	6,273 -3,510	-36%	-$278K	0.01%	312
2024 Q1	$781K	Sell	9,783 -1,041	-10%	-$79.6K	0.01%	228
2023 Q4	$816K	Buy	10,824 +153	+1%	+$10.8K	0.02%	192
2023 Q3	$735K	Sell	10,671 -1,400	-12%	-$100K	0.02%	203
2023 Q2	$875K	Sell	12,071 -2,688	-18%	-$195K	0.02%	176
2023 Q1	$1.06M	Buy	14,759 +91	+0.6%	+$6.37K	0.03%	134
2022 Q4	$963K	Hold	14,668	–	–	0.03%	138
2022 Q3	$822K	Buy	14,668 +505	+4%	+$31.5K	0.04%	133
2022 Q2	$885K	Buy	14,163 +1,420	+11%	+$96.6K	0.04%	134
2022 Q1	$937K	Hold	12,743	–	–	0.05%	134
2021 Q4	$1M	Buy	+12,743	New	+$1.01M	0.05%	129

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

Forum Financial Management's EFA Position: Q2 2026 in Review

Forum Financial Management increased its iShares MSCI EAFE ETF (EFA) stake by 2.4% in Q2 2026, buying an estimated $12.3K and bringing the position to 5,091 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #204.

Forum Financial Management first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q1 2023. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Forum Financial Management held 5,091 shares of iShares MSCI EAFE ETF worth $529K as of Q2 2026.
Forum Financial Management bought 120 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $12.3K.
iShares MSCI EAFE ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #204 holding.
Forum Financial Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
Forum Financial Management's iShares MSCI EAFE ETF position peaked at $1.06M in Q1 2023.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.