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

Grand 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
2026 Q1	–	Sell	-542	Closed	-$52K	–	89
2025 Q4	$52K	Buy	+542	New	+$51.4K	0.02%	52
2024 Q2	–	Sell	-898	Closed	-$71.7K	–	64
2024 Q1	$71.7K	Hold	898	–	–	0.03%	53
2023 Q4	$67.7K	Hold	898	–	–	0.04%	55
2023 Q3	$61.9K	Hold	898	–	–	0.04%	50
2023 Q2	$65.1K	Hold	898	–	–	0.04%	47
2023 Q1	$64.3K	Hold	898	–	–	0.04%	45
2022 Q4	$59K	Hold	898	–	–	0.04%	44
2022 Q3	$50K	Hold	898	–	–	0.03%	45
2022 Q2	$56K	Sell	898 -186	-17%	-$12.7K	0.03%	47
2022 Q1	$80K	Hold	1,084	–	–	0.04%	42
2021 Q4	$85K	Buy	+1,084	New	+$85.8K	0.04%	42

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

Grand Wealth Management's EFA Position: Q1 2026 in Review

Grand Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 542 shares — an estimated $52K sold.

Grand Wealth Management first reported a position in EFA in Q4 2021 and held it in 11 quarters. The position peaked at $85K in Q4 2021. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Grand Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Grand Wealth Management sold 542 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $52K.
Grand Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 11 quarters.
Grand Wealth Management's iShares MSCI EAFE ETF position peaked at $85K in Q4 2021.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.