Hopwood Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Hopwood Financial Services’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
2025 Q4	–	Sell	-1,035	Closed	-$96.6K	–	141
2025 Q3	$96.6K	Hold	1,035	–	–	0.06%	120
2025 Q2	$92.5K	Hold	1,035	–	–	0.07%	117
2025 Q1	$84.6K	Hold	1,035	–	–	0.07%	122
2024 Q4	$78.3K	Buy	+1,035	New	+$82K	0.06%	125

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 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

Hopwood Financial Services's EFA Position: Q4 2025 in Review

Hopwood Financial Services sold out of iShares MSCI EAFE ETF (EFA) in Q4 2025, closing a stake of 1,035 shares — an estimated $96.6K sold.

Hopwood Financial Services first reported a position in EFA in Q4 2024 and held it in 4 quarters. The position peaked at $96.6K in Q3 2025. 2,214 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

Hopwood Financial Services reported no remaining iShares MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Hopwood Financial Services sold 1,035 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $96.6K.
Hopwood Financial Services first reported a position in iShares MSCI EAFE ETF in Q4 2024 and held it in 4 quarters.
Hopwood Financial Services's iShares MSCI EAFE ETF position peaked at $96.6K in Q3 2025.
2,214 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.