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

Forza 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
2026 Q2	$519K	Hold	5,000	–	–	0.16%	128
2026 Q1	$486K	Hold	5,000	–	–	0.17%	128
2025 Q4	$480K	Hold	5,000	–	–	0.17%	125
2025 Q3	$467K	Hold	5,000	–	–	0.18%	127
2025 Q2	$447K	Hold	5,000	–	–	0.18%	128
2025 Q1	$409K	Hold	5,000	–	–	0.18%	124
2024 Q4	$378K	Hold	5,000	–	–	0.17%	133
2024 Q3	$418K	Hold	5,000	–	–	0.19%	135
2024 Q2	$392K	Hold	5,000	–	–	0.2%	128
2024 Q1	$399K	Hold	5,000	–	–	0.21%	129
2023 Q4	$377K	Hold	5,000	–	–	0.21%	128
2023 Q3	$345K	Hold	5,000	–	–	0.18%	139
2023 Q2	$363K	Hold	5,000	–	–	0.18%	140
2023 Q1	$358K	Hold	5,000	–	–	0.18%	138
2022 Q4	$328K	Buy	+5,000	New	+$313K	0.22%	113

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

Forza Wealth Management's EFA Position: Q2 2026 in Review

Forza Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 5,000 shares worth $519K. The position accounts for 0.16% of the portfolio, ranked #128.

Forza Wealth Management first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Forza Wealth Management held 5,000 shares of iShares MSCI EAFE ETF worth $519K as of Q2 2026.
Forza Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.16% of Forza Wealth Management's portfolio in Q2 2026, its #128 holding.
Forza Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.