FWL Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

FWL Investment 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
2026 Q1	$9.71K	Hold	100	–	–	﹤0.01%	254
2025 Q4	$9.6K	Hold	100	–	–	﹤0.01%	279
2025 Q3	$9.34K	Hold	100	–	–	﹤0.01%	257
2025 Q2	$8.94K	Hold	100	–	–	﹤0.01%	237
2025 Q1	$8.17K	Sell	100 -41	-29%	-$3.31K	﹤0.01%	235
2024 Q4	$10.7K	Hold	141	–	–	﹤0.01%	238
2024 Q3	$11.8K	Buy	141 +100	+244%	+$8.05K	﹤0.01%	231
2024 Q2	$3.21K	Hold	41	–	–	﹤0.01%	216
2024 Q1	$3.27K	Sell	41 -15	-27%	-$1.15K	﹤0.01%	204
2023 Q4	$4.22K	Hold	56	–	–	﹤0.01%	198
2023 Q3	$3.86K	Buy	+56	New	+$4.01K	﹤0.01%	163
2023 Q2	–	Sell	-56	Closed	-$4K	–	56
2023 Q1	$4K	Hold	56	–	–	﹤0.01%	67
2022 Q4	$3.68K	Hold	56	–	–	﹤0.01%	160
2022 Q3	$3K	Buy	+56	New	+$3.49K	﹤0.01%	56

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

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

FWL Investment Management's EFA Position: Q1 2026 in Review

FWL Investment Management held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 100 shares worth $9.71K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

FWL Investment Management first reported a position in EFA in Q3 2022 and has held it in 14 quarters since. The position peaked at $11.8K in Q3 2024. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

FWL Investment Management held 100 shares of iShares MSCI EAFE ETF worth $9.71K as of Q1 2026.
FWL Investment Management left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q1 2026, its #254 holding.
FWL Investment Management first reported a position in iShares MSCI EAFE ETF in Q3 2022 and has held it in 14 quarters since.
FWL Investment Management's iShares MSCI EAFE ETF position peaked at $11.8K in Q3 2024.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.