HCR Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

HCR Wealth Advisors’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	$577K	Sell	5,557 -2	-0%	-$206	0.05%	148
2026 Q1	$540K	Sell	5,559 -25	-0.4%	-$2.5K	0.06%	147
2025 Q4	$536K	Sell	5,584 -7	-0.1%	-$664	0.05%	145
2025 Q3	$527K	Buy	5,591 +12	+0.2%	+$1.09K	0.05%	138
2025 Q2	$499K	Buy	5,579 +523	+10%	+$44.7K	0.06%	138
2025 Q1	$413K	Sell	5,056 -6	-0.1%	-$484	0.05%	159
2024 Q4	$383K	Hold	5,062	–	–	0.05%	166
2024 Q3	$423K	Hold	5,062	–	–	0.06%	154
2024 Q2	$397K	Hold	5,062	–	–	0.06%	147
2024 Q1	$404K	Hold	5,062	–	–	0.06%	145
2023 Q4	$381K	Buy	+5,062	New	+$358K	0.06%	138
2020 Q2	–	Sell	-765	Closed	-$41K	–	249
2020 Q1	$41K	Hold	765	–	–	0.01%	178
2019 Q4	$53K	Buy	+765	New	+$51.7K	0.01%	180

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

HCR Wealth Advisors's EFA Position: Q2 2026 in Review

HCR Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.04% in Q2 2026, selling an estimated $206 and leaving 5,557 shares worth $577K. The position accounts for 0.05% of the portfolio, ranked #148.

HCR Wealth Advisors first reported a position in EFA in Q4 2019 and has held it in 13 quarters since. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

HCR Wealth Advisors held 5,557 shares of iShares MSCI EAFE ETF worth $577K as of Q2 2026.
HCR Wealth Advisors sold 2 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $206.
iShares MSCI EAFE ETF made up 0.05% of HCR Wealth Advisors's portfolio in Q2 2026, its #148 holding.
HCR Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 13 quarters since.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.