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Future You Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Future You Wealth’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
Q2 		$1.6M Buy
18,063
+7,860
+77% +$671K 0.87% 16
2025
Q1 		$834K Sell
10,203
-345
-3% -$27.8K 0.53% 23
2024
Q4 		$798K Buy
+10,548
New +$835K 0.56% 23

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 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

Future You Wealth's EFA Position: Q2 2025 in Review

Future You Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 77% in Q2 2025, buying an estimated $671K and bringing the position to 18,063 shares worth $1.6M. The position accounts for 0.87% of the portfolio, ranked #16.

Future You Wealth first reported a position in EFA in Q4 2024 and has held it in 3 quarters since. 2,027 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

  • Future You Wealth held 18,063 shares of iShares MSCI EAFE ETF worth $1.6M as of Q2 2025.
  • Future You Wealth bought 7,860 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $671K.
  • iShares MSCI EAFE ETF made up 0.87% of Future You Wealth's portfolio in Q2 2025, its #16 holding.
  • Future You Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.