IAM Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

IAM Advisory’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	-2,609	Closed	-$244K	–	106
2025 Q3	$244K	Hold	2,609	–	–	0.05%	92
2025 Q2	$233K	Buy	2,609 +45	+2%	+$3.84K	0.06%	90
2025 Q1	$210K	Buy	+2,564	New	+$207K	0.05%	98
2023 Q4	–	Sell	-3,320	Closed	-$229K	–	100
2023 Q3	$229K	Sell	3,320 -18,208	-85%	-$1.3M	0.08%	85
2023 Q2	$1.56M	Buy	21,528 +1,679	+8%	+$122K	0.53%	32
2023 Q1	$1.42M	Buy	+19,849	New	+$1.39M	0.49%	31
2021 Q3	–	Sell	-9	Closed	-$1K	–	77
2021 Q2	$1K	Buy	+9	New	+$715	﹤0.01%	42

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

IAM Advisory's EFA Position: Q4 2025 in Review

IAM Advisory sold out of iShares MSCI EAFE ETF (EFA) in Q4 2025, closing a stake of 2,609 shares — an estimated $244K sold.

IAM Advisory first reported a position in EFA in Q2 2021 and held it in 7 quarters. The position peaked at $1.56M in Q2 2023. 2,214 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

IAM Advisory reported no remaining iShares MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
IAM Advisory sold 2,609 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $244K.
IAM Advisory first reported a position in iShares MSCI EAFE ETF in Q2 2021 and held it in 7 quarters.
IAM Advisory's iShares MSCI EAFE ETF position peaked at $1.56M in Q2 2023.
2,214 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on IAM Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.