GWWM
EFA icon

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

Great Waters 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 		$2.02M Buy
19,476
+127
+0.7% +$13.1K 0.19% 24
2026
Q1 		$1.88M Sell
19,349
-175
-0.9% -$17.5K 0.2% 24
2025
Q4 		$1.87M Buy
19,524
+292
+2% +$27.7K 0.21% 26
2025
Q3 		$1.8M Sell
19,232
-1,026
-5% -$93.3K 0.21% 25
2025
Q2 		$1.81M Buy
20,258
+300
+2% +$25.6K 0.24% 25
2025
Q1 		$1.63M Sell
19,958
-5,010
-20% -$404K 0.23% 28
2024
Q4 		$1.89M Buy
24,968
+211
+0.9% +$16.7K 0.24% 26
2024
Q3 		$2.07M Sell
24,757
-231
-0.9% -$18.6K 0.28% 25
2024
Q2 		$1.96M Buy
24,988
+67
+0.3% +$5.31K 0.3% 25
2024
Q1 		$1.99M Sell
24,921
-9,167
-27% -$701K 0.33% 25
2023
Q4 		$2.52M Sell
34,088
-509
-1% -$36K 0.45% 19
2023
Q3 		$2.37M Sell
34,597
-885
-2% -$63.4K 0.47% 20
2023
Q2 		$2.57M Buy
35,482
+415
+1% +$30.1K 0.51% 20
2023
Q1 		$2.58M Sell
35,067
-2,540
-7% -$178K 0.55% 19
2022
Q4 		$2.7M Buy
+37,607
New +$2.36M 0.58% 19

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Great Waters Wealth Management's EFA Position: Q2 2026 in Review

Great Waters Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 0.66% in Q2 2026, buying an estimated $13.1K and bringing the position to 19,476 shares worth $2.02M. The position accounts for 0.19% of the portfolio, ranked #24.

Great Waters Wealth Management first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.7M in Q4 2022. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Great Waters Wealth Management held 19,476 shares of iShares MSCI EAFE ETF worth $2.02M as of Q2 2026.
  • Great Waters Wealth Management bought 127 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $13.1K.
  • iShares MSCI EAFE ETF made up 0.19% of Great Waters Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Great Waters Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • Great Waters Wealth Management's iShares MSCI EAFE ETF position peaked at $2.7M in Q4 2022.
  • 2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.