Foster Victor Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Foster Victor Wealth 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	$411K	Buy	3,953 +4	+0.1%	+$411	0.02%	195
2026 Q1	$409K	Sell	3,949 -47	-1%	-$4.7K	0.02%	182
2025 Q4	$398K	Sell	3,996 -71	-2%	-$6.73K	0.02%	177
2025 Q3	$387K	Buy	4,067 +129	+3%	+$11.7K	0.02%	165
2025 Q2	$354K	Sell	3,938 -65	-2%	-$5.55K	0.02%	160
2025 Q1	$316K	Hold	4,003	–	–	0.03%	159
2024 Q4	$307K	Buy	4,003 +4	+0.1%	+$317	0.02%	156
2024 Q3	$328K	Hold	3,999	–	–	0.03%	149
2024 Q2	$325K	Buy	3,999 +265	+7%	+$21K	0.03%	150
2024 Q1	$293K	Buy	3,734 +22	+0.6%	+$1.68K	0.03%	144
2023 Q4	$278K	Hold	3,712	–	–	0.03%	140
2023 Q3	$254K	Hold	3,712	–	–	0.03%	132
2023 Q2	$266K	Sell	3,712 -819	-18%	-$59.5K	0.03%	133
2023 Q1	$327K	Buy	4,531 +266	+6%	+$18.6K	0.04%	124
2022 Q4	$291K	Hold	4,265	–	–	0.04%	124
2022 Q3	$246K	Sell	4,265 -2,120	-33%	-$132K	0.04%	126
2022 Q2	$392K	Buy	6,385 +2,120	+50%	+$144K	0.06%	102
2022 Q1	$310K	Hold	4,265	–	–	0.04%	111
2021 Q4	$340K	Sell	4,265 -74	-2%	-$5.86K	0.05%	114
2021 Q3	$338K	Buy	4,339 +627	+17%	+$50.2K	0.05%	112
2021 Q2	$293K	Sell	3,712 -457	-11%	-$36.3K	0.05%	119
2021 Q1	$325K	Sell	4,169 -1,761	-30%	-$133K	0.06%	111
2020 Q4	$433K	Buy	5,930 +1,739	+41%	+$119K	0.1%	102
2020 Q3	$267K	Buy	+4,191	New	+$268K	0.07%	111
2019 Q1	–	Sell	-6,514	Closed	-$383K	–	95
2018 Q4	$383K	Buy	+6,514	New	+$407K	0.36%	51

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

Foster Victor Wealth Advisors's EFA Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 0.1% in Q2 2026, buying an estimated $411 and bringing the position to 3,953 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #195.

Foster Victor Wealth Advisors first reported a position in EFA in Q4 2018 and has held it in 25 quarters since. The position peaked at $433K in Q4 2020. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Foster Victor Wealth Advisors held 3,953 shares of iShares MSCI EAFE ETF worth $411K as of Q2 2026.
Foster Victor Wealth Advisors bought 4 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $411.
iShares MSCI EAFE ETF made up 0.02% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #195 holding.
Foster Victor Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 25 quarters since.
Foster Victor Wealth Advisors's iShares MSCI EAFE ETF position peaked at $433K in Q4 2020.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.