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GWN Securities’s iShares MSCI EAFE ETF EFA Stock Holding History

GWN Securities’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 		$768K Buy
7,397
+4,392
+146% +$452K 0.13% 211
2026
Q1 		$292K Sell
3,005
-6,948
-70% -$695K 0.06% 373
2025
Q4 		$956K Buy
9,953
+3,364
+51% +$319K 0.19% 127
2025
Q3 		$616K Buy
6,589
+2,481
+60% +$226K 0.14% 166
2025
Q2 		$367K Sell
4,108
-48,038
-92% -$4.1M 0.07% 265
2025
Q1 		$4.37M Buy
+52,146
New +$4.2M 0.25% 99

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

GWN Securities's EFA Position: Q2 2026 in Review

GWN Securities increased its iShares MSCI EAFE ETF (EFA) stake by 146% in Q2 2026, buying an estimated $452K and bringing the position to 7,397 shares worth $768K. The position accounts for 0.13% of the portfolio, ranked #211.

GWN Securities first reported a position in EFA in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.37M in Q1 2025. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • GWN Securities held 7,397 shares of iShares MSCI EAFE ETF worth $768K as of Q2 2026.
  • GWN Securities bought 4,392 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $452K.
  • iShares MSCI EAFE ETF made up 0.13% of GWN Securities's portfolio in Q2 2026, its #211 holding.
  • GWN Securities first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • GWN Securities's iShares MSCI EAFE ETF position peaked at $4.37M in Q1 2025.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.