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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
Q2 		$4.67M Buy
44,961
+2,462
+6% +$253K 0.05% 261
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 $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Foundations Investment Advisors's EFA Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 5.8% in Q2 2026, buying an estimated $253K and bringing the position to 44,961 shares worth $4.67M. The position accounts for 0.05% of the portfolio, ranked #261.

Foundations Investment Advisors first reported a position in EFA in Q2 2020 and has held it in 25 quarters since. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Foundations Investment Advisors held 44,961 shares of iShares MSCI EAFE ETF worth $4.67M as of Q2 2026.
  • Foundations Investment Advisors bought 2,462 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $253K.
  • iShares MSCI EAFE ETF made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #261 holding.
  • Foundations Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.