High Net Worth Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

High Net Worth Advisory Group’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 Q1	$1.19M	Hold	12,250	–	–	0.28%	82
2025 Q4	$1.18M	Hold	12,250	–	–	0.27%	83
2025 Q3	$1.14M	Hold	12,250	–	–	0.28%	85
2025 Q2	$1.1M	Hold	12,250	–	–	0.29%	79
2025 Q1	$1M	Hold	12,250	–	–	0.28%	84
2024 Q4	$926K	Hold	12,250	–	–	0.26%	88
2024 Q3	$1.02M	Hold	12,250	–	–	0.28%	78
2024 Q2	$960K	Hold	12,250	–	–	0.29%	76
2024 Q1	$978K	Hold	12,250	–	–	0.31%	77
2023 Q4	$923K	Sell	12,250 -47	-0.4%	-$3.32K	0.34%	73
2023 Q3	$848K	Hold	12,297	–	–	0.34%	75
2023 Q2	$892K	Hold	12,297	–	–	0.35%	75
2023 Q1	$879K	Hold	12,297	–	–	0.36%	75
2022 Q4	$807K	Buy	12,297 +8,000	+186%	+$501K	0.31%	79
2022 Q3	$241K	Buy	4,297 +3,350	+354%	+$209K	0.1%	162
2022 Q2	$59K	Hold	947	–	–	0.02%	300
2022 Q1	$70K	Hold	947	–	–	0.03%	292
2021 Q4	$75K	Buy	+947	New	+$75K	0.03%	294

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

High Net Worth Advisory Group's EFA Position: Q1 2026 in Review

High Net Worth Advisory Group held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 12,250 shares worth $1.19M. The position accounts for 0.28% of the portfolio, ranked #82.

High Net Worth Advisory Group first reported a position in EFA in Q4 2021 and has held it in 18 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

High Net Worth Advisory Group held 12,250 shares of iShares MSCI EAFE ETF worth $1.19M as of Q1 2026.
High Net Worth Advisory Group left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.28% of High Net Worth Advisory Group's portfolio in Q1 2026, its #82 holding.
High Net Worth Advisory Group first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.