Global Wealth Strategies & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-20	Closed	-$1.92K	–	565
2025 Q4	$1.92K	Hold	20	–	–	﹤0.01%	433
2025 Q3	$1.87K	Buy	+20	New	+$1.82K	﹤0.01%	396
2024 Q1	–	Sell	-1	Closed	-$45	–	363
2023 Q4	$45	Hold	1	–	–	﹤0.01%	316
2023 Q3	$41	Hold	1	–	–	﹤0.01%	325
2023 Q2	$43	Hold	1	–	–	﹤0.01%	306
2023 Q1	$42	Buy	+1	New	+$70	﹤0.01%	332

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

Global Wealth Strategies & Associates's EFA Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 20 shares — an estimated $1.92K sold.

Global Wealth Strategies & Associates first reported a position in EFA in Q1 2023 and held it in 6 quarters. The position peaked at $1.92K in Q4 2025. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Global Wealth Strategies & Associates reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 20 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1.92K.
Global Wealth Strategies & Associates first reported a position in iShares MSCI EAFE ETF in Q1 2023 and held it in 6 quarters.
Global Wealth Strategies & Associates's iShares MSCI EAFE ETF position peaked at $1.92K in Q4 2025.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.