FFG
EFA icon

Frisch Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Frisch Financial Group’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 		$537K Sell
5,166
-1,310
-20% -$135K 0.09% 106
2026
Q1 		$629K Hold
6,476
– – 0.13% 88
2025
Q4 		$622K Buy
6,476
+23
+0.4% +$2.18K 0.14% 81
2025
Q3 		$603K Hold
6,453
– – 0.14% 83
2025
Q2 		$577K Buy
6,453
+1,046
+19% +$89.3K 0.14% 82
2025
Q1 		$442K Hold
5,407
– – 0.12% 80
2024
Q4 		$409K Buy
5,407
+37
+0.7% +$2.93K 0.12% 83
2024
Q3 		$449K Sell
5,370
-24
-0.4% -$1.93K 0.14% 72
2024
Q2 		$423K Sell
5,394
-714
-12% -$56.6K 0.13% 79
2024
Q1 		$488K Hold
6,108
– – 0.16% 63
2023
Q4 		$460K Buy
6,108
+40
+0.7% +$2.83K 0.17% 64
2023
Q3 		$418K Sell
6,068
-909
-13% -$65.1K 0.17% 66
2023
Q2 		$506K Buy
+6,977
New +$507K 0.24% 61
2023
Q1 		– Sell
-9,208
Closed -$604K – 122
2022
Q4 		$604K Buy
9,208
+24
+0.3% +$1.5K 0.23% 63
2022
Q3 		$514K Sell
9,184
-7
-0.1% -$436 0.22% 62
2022
Q2 		$574K Buy
9,191
+111
+1% +$7.55K 0.22% 62
2022
Q1 		$668K Buy
9,080
+12
+0.1% +$898 0.21% 66
2021
Q4 		$713K Buy
9,068
+100
+1% +$7.92K 0.22% 64
2021
Q3 		$700K Hold
8,968
– – 0.23% 57
2021
Q2 		$707K Sell
8,968
-74
-0.8% -$5.88K 0.22% 60
2021
Q1 		$686K Sell
9,042
-145
-2% -$10.9K 0.23% 62
2020
Q4 		$670K Buy
9,187
+603
+7% +$41.2K 0.25% 54
2020
Q3 		$546K Hold
8,584
– – 0.24% 52
2020
Q2 		$522K Sell
8,584
-297
-3% -$17.2K 0.25% 49
2020
Q1 		$475K Sell
8,881
-70
-0.8% -$4.44K 0.28% 51
2019
Q4 		$622K Sell
8,951
-1,938
-18% -$131K 0.29% 50
2019
Q3 		$710K Sell
10,889
-70
-0.6% -$4.51K 0.43% 40
2019
Q2 		$720K Buy
10,959
+75
+0.7% +$4.91K 0.48% 37
2019
Q1 		$706K Sell
10,884
-2,822
-21% -$178K 0.43% 45
2018
Q4 		$806K Buy
+13,706
New +$856K 0.56% 39

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

Frisch Financial Group's EFA Position: Q2 2026 in Review

Frisch Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 20% in Q2 2026, selling an estimated $135K and leaving 5,166 shares worth $537K. The position accounts for 0.09% of the portfolio, ranked #106.

Frisch Financial Group first reported a position in EFA in Q4 2018 and has held it in 30 quarters since. The position peaked at $806K in Q4 2018. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Frisch Financial Group held 5,166 shares of iShares MSCI EAFE ETF worth $537K as of Q2 2026.
  • Frisch Financial Group sold 1,310 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $135K.
  • iShares MSCI EAFE ETF made up 0.09% of Frisch Financial Group's portfolio in Q2 2026, its #106 holding.
  • Frisch Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • Frisch Financial Group's iShares MSCI EAFE ETF position peaked at $806K in Q4 2018.
  • 2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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