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Horizons Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Horizons Wealth Management’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 		$2.39M Buy
24,617
+2,211
+10% +$221K 1.57% 19
2025
Q4 		$2.15M Sell
22,406
-628
-3% -$59.6K 1.41% 19
2025
Q3 		$2.15M Sell
23,034
-722
-3% -$65.6K 1.47% 18
2025
Q2 		$2.12M Sell
23,756
-473
-2% -$40.4K 1.51% 19
2025
Q1 		$1.98M Sell
24,229
-18
-0.1% -$1.45K 1.47% 19
2024
Q4 		$1.83M Sell
24,247
-884
-4% -$70K 1.4% 19
2024
Q3 		$2.1M Sell
25,131
-134
-0.5% -$10.8K 1.61% 19
2024
Q2 		$2.01M Sell
25,265
-69
-0.3% -$5.47K 1.59% 19
2024
Q1 		$1.91M Hold
25,334
– – 1.25% 19
2023
Q4 		$1.91M Buy
25,334
+524
+2% +$37K 1.25% 19
2023
Q3 		$1.71M Buy
24,810
+293
+1% +$21K 1.25% 19
2023
Q2 		$1.78M Sell
24,517
-1,722
-7% -$125K 1.26% 18
2023
Q1 		$1.88M Sell
26,239
-224
-0.8% -$15.7K 1.38% 18
2022
Q4 		$1.74M Buy
26,463
+7,739
+41% +$485K 1.39% 19
2022
Q3 		$1.05M Buy
18,724
+906
+5% +$56.5K 0.97% 18
2022
Q2 		$1.17M Buy
+17,818
New +$1.21M 0.96% 18

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Horizons Wealth Management's EFA Position: Q1 2026 in Review

Horizons Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 9.9% in Q1 2026, buying an estimated $221K and bringing the position to 24,617 shares worth $2.39M. The position accounts for 1.57% of the portfolio, ranked #19.

Horizons Wealth Management first reported a position in EFA in Q2 2022 and has held it in 16 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Horizons Wealth Management held 24,617 shares of iShares MSCI EAFE ETF worth $2.39M as of Q1 2026.
  • Horizons Wealth Management bought 2,211 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $221K.
  • iShares MSCI EAFE ETF made up 1.57% of Horizons Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Horizons Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2022 and has held it in 16 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.