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

HighRoad 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	$1.59M	Sell	15,301 -185	-1%	-$19K	1.34%	9
2026 Q1	$1.5M	Sell	15,486 -376	-2%	-$37.6K	1.47%	10
2025 Q4	$1.52M	Buy	+15,862	New	+$1.5M	1.45%	10

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

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

HighRoad Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 1.2% in Q2 2026, selling an estimated $19K and leaving 15,301 shares worth $1.59M. The position accounts for 1.34% of the portfolio, ranked #9.

HighRoad Wealth Advisors first reported a position in EFA in Q4 2025 and has held it in 3 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

HighRoad Wealth Advisors held 15,301 shares of iShares MSCI EAFE ETF worth $1.59M as of Q2 2026.
HighRoad Wealth Advisors sold 185 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $19K.
iShares MSCI EAFE ETF made up 1.34% of HighRoad Wealth Advisors's portfolio in Q2 2026, its #9 holding.
HighRoad Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on HighRoad Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.