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

Granite Bay 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 Q2	$596K	Buy	+5,740	New	+$590K	0.05%	105
2023 Q2	–	Sell	-12,114	Closed	-$866K	–	53
2023 Q1	$866K	Sell	12,114 -975	-7%	-$68.2K	0.61%	26
2022 Q4	$859K	Sell	13,089 -1,511	-10%	-$94.7K	0.56%	24
2022 Q3	$818K	Buy	14,600 +250	+2%	+$15.6K	0.66%	21
2022 Q2	$897K	Buy	14,350 +2,170	+18%	+$148K	0.7%	20
2022 Q1	$896K	Sell	12,180 -1,841	-13%	-$138K	0.73%	23
2021 Q4	$1.1M	Buy	+14,021	New	+$1.11M	1.09%	18

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Granite Bay Wealth Management's EFA Position: Q2 2026 in Review

Granite Bay Wealth Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 5,740 shares worth $596K. The stake represents 0.05% of the portfolio and ranks #105 among its holdings. This is a return to the name: Granite Bay Wealth Management previously reported a position in EFA as recently as Q1 2023.

Granite Bay Wealth Management first reported a position in EFA in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2021. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Granite Bay Wealth Management held 5,740 shares of iShares MSCI EAFE ETF worth $596K as of Q2 2026.
iShares MSCI EAFE ETF was a new Granite Bay Wealth Management position in Q2 2026.
iShares MSCI EAFE ETF made up 0.05% of Granite Bay Wealth Management's portfolio in Q2 2026, its #105 holding.
Granite Bay Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 7 quarters since.
Granite Bay Wealth Management's iShares MSCI EAFE ETF position peaked at $1.1M in Q4 2021.
2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.