HWM
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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Howard Wealth Management's EFA Position: Q2 2026 in Review

Howard Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 0.19% in Q2 2026, buying an estimated $1.23K and bringing the position to 6,382 shares worth $663K. The position accounts for 0.25% of the portfolio, ranked #73.

Howard Wealth Management first reported a position in EFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $757K in Q4 2019. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Howard Wealth Management held 6,382 shares of iShares MSCI EAFE ETF worth $663K as of Q2 2026.
  • Howard Wealth Management bought 12 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.23K.
  • iShares MSCI EAFE ETF made up 0.25% of Howard Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Howard Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • Howard Wealth Management's iShares MSCI EAFE ETF position peaked at $757K in Q4 2019.
  • 2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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