Frederick Financial Consultants’s iShares MSCI EAFE ETF EFA Stock Holding History

Frederick Financial Consultants’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	$1.38M	Sell	13,265 -167	-1%	-$17.2K	0.58%	37
2026 Q1	$1.3M	Buy	13,432 +91	+0.7%	+$9.11K	0.65%	35
2025 Q4	$1.28M	Buy	13,341 +55	+0.4%	+$5.22K	0.7%	34
2025 Q3	$1.24M	Buy	13,286 +2,969	+29%	+$270K	0.7%	34
2025 Q2	$922K	Sell	10,317 -11	-0.1%	-$939	0.57%	37
2025 Q1	$844K	Sell	10,328 -171	-2%	-$13.8K	0.61%	34
2024 Q4	$794K	Buy	+10,499	New	+$831K	0.63%	33

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

Frederick Financial Consultants's EFA Position: Q2 2026 in Review

Frederick Financial Consultants reduced its iShares MSCI EAFE ETF (EFA) stake by 1.2% in Q2 2026, selling an estimated $17.2K and leaving 13,265 shares worth $1.38M. The position accounts for 0.58% of the portfolio, ranked #37.

Frederick Financial Consultants first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. 2,267 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Frederick Financial Consultants held 13,265 shares of iShares MSCI EAFE ETF worth $1.38M as of Q2 2026.
Frederick Financial Consultants sold 167 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $17.2K.
iShares MSCI EAFE ETF made up 0.58% of Frederick Financial Consultants's portfolio in Q2 2026, its #37 holding.
Frederick Financial Consultants first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,267 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.