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

Henrickson Nauta 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	$1.52M	Hold	14,632	–	–	0.37%	25
2026 Q1	$1.42M	Sell	14,632 -14,632	-50%	-$1.46M	0.4%	22
2025 Q4	$2.88M	Buy	29,264 +14,632	+100%	+$1.39M	0.42%	21
2025 Q3	$1.37M	Hold	14,632	–	–	0.43%	21
2025 Q2	$1.31M	Hold	14,632	–	–	0.45%	21
2025 Q1	$1.13M	Hold	14,632	–	–	0.46%	21
2024 Q4	$1.11M	Hold	14,632	–	–	0.45%	21
2024 Q3	$1.22M	Hold	14,632	–	–	0.49%	20
2024 Q2	$1.15M	Hold	14,632	–	–	0.49%	23
2024 Q1	$1.15M	Sell	14,632 -4,227	-22%	-$323K	0.51%	21
2023 Q4	$1.42M	Buy	18,859 +11,859	+169%	+$838K	0.7%	17
2023 Q3	$482K	Hold	7,000	–	–	0.29%	28
2023 Q2	$508K	Hold	7,000	–	–	0.34%	29
2023 Q1	$501K	Hold	7,000	–	–	0.36%	29
2022 Q4	$459K	Hold	7,000	–	–	0.36%	28
2022 Q3	$392K	Hold	7,000	–	–	0.37%	27
2022 Q2	$437K	Hold	7,000	–	–	0.4%	24
2022 Q1	$515K	Hold	7,000	–	–	0.43%	19
2021 Q4	$529K	Buy	+7,000	New	+$554K	0.43%	19

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

Henrickson Nauta Wealth Advisors's EFA Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 14,632 shares worth $1.52M. The position accounts for 0.37% of the portfolio, ranked #25.

Henrickson Nauta Wealth Advisors first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.88M in Q4 2025. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Henrickson Nauta Wealth Advisors held 14,632 shares of iShares MSCI EAFE ETF worth $1.52M as of Q2 2026.
Henrickson Nauta Wealth Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.37% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Henrickson Nauta Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
Henrickson Nauta Wealth Advisors's iShares MSCI EAFE ETF position peaked at $2.88M in Q4 2025.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.