Forum Private Client Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Forum Private Client Group’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	$608K	Sell	5,850 -264	-4%	-$27.2K	0.18%	46
2026 Q1	$594K	Sell	6,114 -1	-0%	-$100	0.2%	46
2025 Q4	$587K	Sell	6,115 -264	-4%	-$25K	0.2%	46
2025 Q3	$596K	Sell	6,379 -794	-11%	-$72.2K	0.21%	47
2025 Q2	$641K	Sell	7,173 -344	-5%	-$29.4K	0.25%	42
2025 Q1	$614K	Buy	7,517 +7	+0.1%	+$564	0.27%	41
2024 Q4	$568K	Sell	7,510 -145	-2%	-$11.5K	0.25%	41
2024 Q3	$640K	Sell	7,655 -337	-4%	-$27.1K	0.28%	37
2024 Q2	$626K	Buy	7,992 +134	+2%	+$10.6K	0.3%	38
2024 Q1	$628K	Sell	7,858 -630	-7%	-$48.2K	0.3%	41
2023 Q4	$640K	Buy	+8,488	New	+$600K	0.33%	41
2023 Q3	–	Sell	-10,667	Closed	-$773K	–	20
2023 Q2	$773K	Sell	10,667 -337	-3%	-$24.5K	0.44%	38
2023 Q1	$787K	Sell	11,004 -452	-4%	-$31.6K	0.5%	37
2022 Q4	$752K	Sell	11,456 -371	-3%	-$23.2K	0.52%	37
2022 Q3	$662K	Buy	11,827 +216	+2%	+$13.5K	0.49%	38
2022 Q2	$726K	Buy	11,611 +2,684	+30%	+$183K	0.53%	37
2022 Q1	$657K	Buy	+8,927	New	+$668K	0.51%	37

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 Private Client Group's EFA Position: Q2 2026 in Review

Forum Private Client Group reduced its iShares MSCI EAFE ETF (EFA) stake by 4.3% in Q2 2026, selling an estimated $27.2K and leaving 5,850 shares worth $608K. The position accounts for 0.18% of the portfolio, ranked #46.

Forum Private Client Group first reported a position in EFA in Q1 2022 and has held it in 17 quarters since. The position peaked at $787K in Q1 2023. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Forum Private Client Group held 5,850 shares of iShares MSCI EAFE ETF worth $608K as of Q2 2026.
Forum Private Client Group sold 264 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $27.2K.
iShares MSCI EAFE ETF made up 0.18% of Forum Private Client Group's portfolio in Q2 2026, its #46 holding.
Forum Private Client Group first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 17 quarters since.
Forum Private Client Group's iShares MSCI EAFE ETF position peaked at $787K in Q1 2023.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.