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Foundations Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Foundations Investment 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
Q1 		$4.13M Sell
42,499
-5,974
-12% -$598K 0.05% 255
2025
Q4 		$4.65M Buy
48,473
+28,366
+141% +$2.69M 0.06% 231
2025
Q3 		$1.88M Buy
20,107
+4,712
+31% +$428K 0.03% 322
2025
Q2 		$1.38M Buy
15,395
+9,295
+152% +$794K 0.02% 365
2025
Q1 		$499K Buy
6,100
+130
+2% +$10.5K 0.01% 583
2024
Q4 		$451K Sell
5,970
-7,296
-55% -$578K 0.01% 559
2024
Q3 		$1.11M Buy
13,266
+7,713
+139% +$621K 0.02% 348
2024
Q2 		$435K Sell
5,553
-48
-0.9% -$3.8K 0.01% 525
2024
Q1 		$447K Sell
5,601
-436
-7% -$33.3K 0.01% 490
2023
Q4 		$457K Sell
6,037
-392
-6% -$27.7K 0.01% 457
2023
Q3 		$443K Buy
6,429
+948
+17% +$67.9K 0.01% 418
2023
Q2 		$397K Buy
5,481
+249
+5% +$18.1K 0.01% 408
2023
Q1 		$374K Buy
5,232
+497
+10% +$34.8K 0.01% 366
2022
Q4 		$311K Sell
4,735
-25,650
-84% -$1.61M 0.01% 338
2022
Q3 		$1.7M Sell
30,385
-4,267
-12% -$266K 0.07% 114
2022
Q2 		$2.13M Buy
34,652
+1,043
+3% +$71K 0.09% 93
2022
Q1 		$2.42M Buy
33,609
+25,981
+341% +$1.94M 0.09% 87
2021
Q4 		$608K Sell
7,628
-388
-5% -$30.7K 0.02% 176
2021
Q3 		$625K Sell
8,016
-242
-3% -$19.4K 0.03% 150
2021
Q2 		$657K Buy
8,258
+298
+4% +$23.7K 0.03% 134
2021
Q1 		$615K Buy
7,960
+1,135
+17% +$85.5K 0.04% 121
2020
Q4 		$517K Buy
6,825
+1,026
+18% +$70.2K 0.03% 115
2020
Q3 		$370K Sell
5,799
-58,875
-91% -$3.77M 0.08% 124
2020
Q2 		$4M Buy
+64,674
New +$3.74M 0.35% 24

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Foundations Investment Advisors's EFA Position: Q1 2026 in Review

Foundations Investment Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 12% in Q1 2026, selling an estimated $598K and leaving 42,499 shares worth $4.13M. The position accounts for 0.05% of the portfolio, ranked #255.

Foundations Investment Advisors first reported a position in EFA in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.65M in Q4 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Foundations Investment Advisors held 42,499 shares of iShares MSCI EAFE ETF worth $4.13M as of Q1 2026.
  • Foundations Investment Advisors sold 5,974 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $598K.
  • iShares MSCI EAFE ETF made up 0.05% of Foundations Investment Advisors's portfolio in Q1 2026, its #255 holding.
  • Foundations Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2020 and has held it in 24 quarters since.
  • Foundations Investment Advisors's iShares MSCI EAFE ETF position peaked at $4.65M in Q4 2025.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.