Howard Wealth Management
EFA icon

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

Howard 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
Q3 		$662K Sell
6,373
-9
-0.1% -$953 0.24% 75
2026
Q2 		$663K Buy
6,382
+12
+0.2% +$1.23K 0.25% 73
2026
Q1 		$619K Hold
6,370
– – 0.26% 75
2025
Q4 		$612K Buy
6,370
+14
+0.2% +$1.33K 0.27% 73
2025
Q3 		$594K Sell
6,356
-1
-0% -$91 0.27% 75
2025
Q2 		$568K Buy
6,357
+13
+0.2% +$1.11K 0.29% 72
2025
Q1 		$519K Sell
6,344
-92
-1% -$7.42K 0.29% 73
2024
Q4 		$487K Buy
6,436
+33
+0.5% +$2.61K 0.26% 75
2024
Q3 		$535K Hold
6,403
– – 0.31% 70
2024
Q2 		$502K Buy
6,403
+29
+0.5% +$2.3K 0.4% 61
2024
Q1 		$509K Buy
6,374
+15
+0.2% +$1.15K 0.41% 52
2023
Q4 		$479K Buy
6,359
+87
+1% +$6.15K 0.4% 55
2023
Q3 		$432K Hold
6,272
– – 0.4% 56
2023
Q2 		$455K Sell
6,272
-110
-2% -$7.99K 0.39% 56
2023
Q1 		$456K Sell
6,382
-312
-5% -$21.8K 0.38% 63
2022
Q4 		$439K Hold
6,694
– – 0.36% 66
2022
Q3 		$374K Buy
6,694
+650
+11% +$40.5K 0.26% 73
2022
Q2 		$377K Sell
6,044
-600
-9% -$40.8K 0.4% 43
2022
Q1 		$488K Sell
6,644
-83
-1% -$6.21K 0.27% 77
2021
Q4 		$529K Buy
6,727
+12
+0.2% +$950 0.28% 77
2021
Q3 		$523K Sell
6,715
-50
-0.7% -$4K 0.29% 77
2021
Q2 		$533K Buy
6,765
+328
+5% +$26.1K 0.29% 77
2021
Q1 		$488K Sell
6,437
-60
-0.9% -$4.52K 0.29% 79
2020
Q4 		$474K Sell
6,497
-279
-4% -$19.1K 0.3% 79
2020
Q3 		$431K Buy
6,776
+289
+4% +$18.5K 0.31% 72
2020
Q2 		$394K Sell
6,487
-345
-5% -$19.9K 0.32% 71
2020
Q1 		$365K Sell
6,832
-4,074
-37% -$259K 0.38% 67
2019
Q4 		$757K Buy
+10,906
New +$737K 0.63% 32

Other funds holding EFA

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Howard Wealth Management's EFA Position: Q3 2026 in Review

Howard Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.14% in Q3 2026, selling an estimated $953 and leaving 6,373 shares worth $662K. The position accounts for 0.24% of the portfolio, ranked #75.

Howard Wealth Management first reported a position in EFA in Q4 2019 and has held it in 28 quarters since. The position peaked at $757K in Q4 2019. 1,632 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Howard Wealth Management held 6,373 shares of iShares MSCI EAFE ETF worth $662K as of Q3 2026.
  • Howard Wealth Management sold 9 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $953.
  • iShares MSCI EAFE ETF made up 0.24% of Howard Wealth Management's portfolio in Q3 2026, its #75 holding.
  • Howard Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 28 quarters since.
  • Howard Wealth Management's iShares MSCI EAFE ETF position peaked at $757K in Q4 2019.
  • 1,632 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.