FSA Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

FSA Wealth Management’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
2025 Q3	$24.6K	Hold	263	–	–	0.01%	228
2025 Q2	$23.5K	Hold	263	–	–	0.01%	226
2025 Q1	$21.5K	Hold	263	–	–	0.01%	217
2024 Q4	$19.9K	Hold	263	–	–	0.01%	235
2024 Q3	$22K	Buy	+263	New	+$21.2K	0.01%	228
2024 Q1	$21K	Hold	263	–	–	0.01%	244
2023 Q4	$20K	Buy	+263	New	+$18.6K	0.01%	228
2021 Q1	–	Sell	-258	Closed	-$19K	–	110
2020 Q4	$19K	Buy	+258	New	+$17.6K	0.01%	211
2020 Q3	–	Sell	-258	Closed	-$16K	–	146
2020 Q2	$16K	Hold	258	–	–	0.01%	216
2020 Q1	$14K	Hold	258	–	–	0.01%	211
2019 Q4	$18K	Buy	+258	New	+$17.4K	0.01%	236

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FSA Wealth Management's EFA Position: Q3 2025 in Review

FSA Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2025 at 263 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #228.

FSA Wealth Management first reported a position in EFA in Q4 2019 and has held it in 11 quarters since. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

FSA Wealth Management held 263 shares of iShares MSCI EAFE ETF worth $24.6K as of Q3 2025.
FSA Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q3 2025.
iShares MSCI EAFE ETF made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #228 holding.
FSA Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 11 quarters since.
2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.