Gray Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Gray Private Wealth’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	$14.4M	Buy	138,509 +11,557	+9%	+$1.19M	6.22%	3
2026 Q1	$12.3M	Buy	126,952 +3,435	+3%	+$344K	6.2%	3
2025 Q4	$11.9M	Buy	123,517 +8,270	+7%	+$784K	5.79%	3
2025 Q3	$10.8M	Buy	115,247 +466	+0.4%	+$42.4K	5.43%	3
2025 Q2	$10.3M	Buy	114,781 +3,239	+3%	+$277K	5.52%	3
2025 Q1	$9.12M	Buy	111,542 +4,697	+4%	+$379K	5.49%	3
2024 Q4	$8.08M	Sell	106,845 -1,720	-2%	-$136K	4.81%	3
2024 Q3	$9.08M	Buy	108,565 +703	+0.7%	+$56.6K	5.43%	3
2024 Q2	$8.45M	Sell	107,862 -1,324	-1%	-$105K	5.41%	3
2024 Q1	$8.72M	Buy	+109,186	New	+$8.35M	5.74%	3

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

Gray Private Wealth's EFA Position: Q2 2026 in Review

Gray Private Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 9.1% in Q2 2026, buying an estimated $1.19M and bringing the position to 138,509 shares worth $14.4M. The position accounts for 6.22% of the portfolio, ranked #3.

Gray Private Wealth first reported a position in EFA in Q1 2024 and has held it in 10 quarters since. 2,257 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Gray Private Wealth held 138,509 shares of iShares MSCI EAFE ETF worth $14.4M as of Q2 2026.
Gray Private Wealth bought 11,557 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.19M.
iShares MSCI EAFE ETF made up 6.22% of Gray Private Wealth's portfolio in Q2 2026, its #3 holding.
Gray Private Wealth first reported a position in iShares MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
2,257 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.