FFS
EFA icon

Founders Financial Securities’s iShares MSCI EAFE ETF EFA Stock Holding History

Founders Financial Securities’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 		$389K Sell
3,811
-3,687
-49% -$369K 0.02% 406
2025
Q4 		$720K Buy
7,498
+5,333
+246% +$506K 0.04% 332
2025
Q3 		$202K Sell
2,165
-3,918
-64% -$356K 0.01% 470
2025
Q2 		$544K Sell
6,083
-452
-7% -$38.6K 0.04% 327
2025
Q1 		$553K Buy
+6,535
New +$527K 0.05% 300
2024
Q3 		– Sell
-6,698
Closed -$525K – 443
2024
Q2 		$525K Buy
+6,698
New +$531K 0.05% 278
2017
Q3 		– Sell
-127,733
Closed -$8.33M – 93
2017
Q2 		$8.33M Buy
127,733
+52,468
+70% +$3.4M 3.17% 10
2017
Q1 		$4.69M Sell
75,265
-232,635
-76% -$14.1M 1.78% 16
2016
Q4 		$17.8M Buy
+307,900
New +$17.8M 7.39% 3
2015
Q4 		– Sell
-237,151
Closed -$13.6M – 71
2015
Q3 		$13.6M Buy
+237,151
New +$14.6M 6.73% 2
2015
Q1 		– Sell
-106,211
Closed -$6.46M – 80
2014
Q4 		$6.46M Buy
106,211
+14,909
+16% +$931K 3.86% 5
2014
Q3 		$5.85M Buy
91,302
+10,275
+13% +$685K 3.77% 8
2014
Q2 		$5.54M Buy
81,027
+14,097
+21% +$966K 3.72% 7
2014
Q1 		$4.5K Sell
66,930
-4,781
-7% -$316K 3.01% 9
2013
Q4 		$4.81M Buy
+71,711
New +$4.69M 4.04% 5

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

Founders Financial Securities's EFA Position: Q1 2026 in Review

Founders Financial Securities reduced its iShares MSCI EAFE ETF (EFA) stake by 49% in Q1 2026, selling an estimated $369K and leaving 3,811 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #406.

Founders Financial Securities first reported a position in EFA in Q4 2013 and has held it in 15 quarters since. The position peaked at $17.8M in Q4 2016. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Founders Financial Securities held 3,811 shares of iShares MSCI EAFE ETF worth $389K as of Q1 2026.
  • Founders Financial Securities sold 3,687 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $369K.
  • iShares MSCI EAFE ETF made up 0.02% of Founders Financial Securities's portfolio in Q1 2026, its #406 holding.
  • Founders Financial Securities first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 15 quarters since.
  • Founders Financial Securities's iShares MSCI EAFE ETF position peaked at $17.8M in Q4 2016.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.