IBEX Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

IBEX Wealth Advisors’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	$5.14M	Buy	52,955 +1,341	+3%	+$134K	0.48%	67
2025 Q4	$4.96M	Buy	51,614 +649	+1%	+$61.6K	0.49%	69
2025 Q3	$4.76M	Sell	50,965 -121	-0.2%	-$11K	0.46%	72
2025 Q2	$4.57M	Sell	51,086 -53,950	-51%	-$4.61M	0.49%	67
2025 Q1	$8.58M	Buy	+105,036	New	+$8.47M	1.14%	29
2021 Q4	–	Sell	-300	Closed	-$23K	–	252
2021 Q3	$23K	Buy	+300	New	+$24K	﹤0.01%	312
2019 Q3	–	Sell	-300	Closed	-$19K	–	154
2019 Q2	$19K	Buy	+300	New	+$19.6K	0.01%	281
2017 Q4	–	Sell	-3,032	Closed	-$208K	–	97
2017 Q3	$208K	Sell	3,032 -50	-2%	-$3.34K	0.08%	125
2017 Q2	$200K	Buy	+3,082	New	+$199K	0.08%	127
2017 Q1	–	Sell	-1,787	Closed	-$106K	–	154
2016 Q4	$106K	Buy	+1,787	New	+$103K	0.05%	134

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IBEX Wealth Advisors's EFA Position: Q1 2026 in Review

IBEX Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 2.6% in Q1 2026, buying an estimated $134K and bringing the position to 52,955 shares worth $5.14M. The position accounts for 0.48% of the portfolio, ranked #67.

IBEX Wealth Advisors first reported a position in EFA in Q4 2016 and has held it in 10 quarters since. The position peaked at $8.58M in Q1 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

IBEX Wealth Advisors held 52,955 shares of iShares MSCI EAFE ETF worth $5.14M as of Q1 2026.
IBEX Wealth Advisors bought 1,341 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $134K.
iShares MSCI EAFE ETF made up 0.48% of IBEX Wealth Advisors's portfolio in Q1 2026, its #67 holding.
IBEX Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 10 quarters since.
IBEX Wealth Advisors's iShares MSCI EAFE ETF position peaked at $8.58M in Q1 2025.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.