GM Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

GM Advisory 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 Q1	$2.43M	Sell	25,049 -1,499	-6%	-$150K	0.09%	98
2025 Q4	$2.55M	Buy	26,548 +15,702	+145%	+$1.49M	0.1%	97
2025 Q3	$1.01M	Buy	10,846 +1,445	+15%	+$131K	0.04%	145
2025 Q2	$840K	Buy	9,401 +1,404	+18%	+$120K	0.04%	157
2025 Q1	$654K	Sell	7,997 -556	-7%	-$44.8K	0.04%	155
2024 Q4	$647K	Buy	8,553 +517	+6%	+$40.9K	0.04%	152
2024 Q3	$672K	Sell	8,036 -445	-5%	-$35.8K	0.04%	145
2024 Q2	$664K	Buy	8,481 +3,317	+64%	+$263K	0.04%	137
2024 Q1	$412K	Hold	5,164	–	–	0.03%	163
2023 Q4	$389K	Buy	5,164 +964	+23%	+$68.1K	0.03%	155
2023 Q3	$289K	Hold	4,200	–	–	0.02%	160
2023 Q2	$305K	Hold	4,200	–	–	0.03%	153
2023 Q1	$300K	Sell	4,200 -1,248	-23%	-$87.3K	0.03%	149
2022 Q4	$358K	Hold	5,448	–	–	0.04%	130
2022 Q3	$305K	Buy	5,448 +2,013	+59%	+$125K	0.04%	142
2022 Q2	$215K	Hold	3,435	–	–	0.03%	166
2022 Q1	$253K	Hold	3,435	–	–	0.03%	165
2021 Q4	$270K	Hold	3,435	–	–	0.02%	168
2021 Q3	$268K	Hold	3,435	–	–	0.03%	171
2021 Q2	$271K	Hold	3,435	–	–	0.03%	170
2021 Q1	$261K	Hold	3,435	–	–	0.03%	169
2020 Q4	$251K	Sell	3,435 -50	-1%	-$3.42K	0.03%	150
2020 Q3	$222K	Hold	3,485	–	–	0.03%	150
2020 Q2	$212K	Buy	+3,485	New	+$202K	0.04%	156
2020 Q1	–	Sell	-4,580	Closed	-$318K	–	132
2019 Q4	$318K	Buy	4,580 +469	+11%	+$31.7K	0.1%	67
2019 Q3	$268K	Buy	4,111 +48	+1%	+$3.09K	0.08%	84
2019 Q2	$267K	Sell	4,063 -291	-7%	-$19K	0.08%	86
2019 Q1	$282K	Sell	4,354 -234	-5%	-$14.7K	0.09%	83
2018 Q4	$270K	Sell	4,588 -2,302	-33%	-$144K	0.1%	81
2018 Q3	$468K	Sell	6,890 -80	-1%	-$5.4K	0.15%	65
2018 Q2	$467K	Sell	6,970 -195	-3%	-$13.7K	0.14%	70
2018 Q1	$499K	Buy	7,165 +653	+10%	+$46.6K	0.15%	62
2017 Q4	$458K	Sell	6,512 -360	-5%	-$25K	0.12%	69
2017 Q3	$471K	Sell	6,872 -210	-3%	-$14K	0.14%	65
2017 Q2	$462K	Sell	7,082 -583	-8%	-$37.7K	0.15%	68
2017 Q1	$477K	Sell	7,665 -817	-10%	-$49.4K	0.16%	62
2016 Q4	$490K	Buy	+8,482	New	+$489K	0.17%	64
2016 Q2	–	Sell	-36,047	Closed	-$2.05M	–	52
2016 Q1	$2.05M	Buy	36,047 +1,429	+4%	+$78.8K	0.88%	26
2015 Q4	$2.03M	Sell	34,618 -2,494	-7%	-$150K	1.02%	18
2015 Q3	$2.13M	Sell	37,112 -226,287	-86%	-$14M	1.1%	18
2015 Q2	$16.7M	Buy	263,399 +331	+0.1%	+$22K	6.6%	4
2015 Q1	$16.9M	Buy	263,068 +38,976	+17%	+$2.45M	6.83%	6
2014 Q4	$13.6M	Buy	+224,092	New	+$14M	7.35%	6

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

GM Advisory Group's EFA Position: Q1 2026 in Review

GM Advisory Group reduced its iShares MSCI EAFE ETF (EFA) stake by 5.6% in Q1 2026, selling an estimated $150K and leaving 25,049 shares worth $2.43M. The position accounts for 0.09% of the portfolio, ranked #98.

GM Advisory Group first reported a position in EFA in Q4 2014 and has held it in 43 quarters since. The position peaked at $16.9M in Q1 2015. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

GM Advisory Group held 25,049 shares of iShares MSCI EAFE ETF worth $2.43M as of Q1 2026.
GM Advisory Group sold 1,499 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $150K.
iShares MSCI EAFE ETF made up 0.09% of GM Advisory Group's portfolio in Q1 2026, its #98 holding.
GM Advisory Group first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 43 quarters since.
GM Advisory Group's iShares MSCI EAFE ETF position peaked at $16.9M in Q1 2015.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.