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

Icon 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	$322K	Sell	3,219 -2,404	-43%	-$241K	0.02%	314
2025 Q4	$540K	Buy	5,623 +2,702	+93%	+$256K	0.04%	246
2025 Q3	$273K	Buy	2,921 +112	+4%	+$10.2K	0.02%	325
2025 Q2	$251K	Buy	2,809 +1,222	+77%	+$104K	0.02%	337
2025 Q1	$130K	Hold	1,587	–	–	0.01%	433
2024 Q4	$120K	Hold	1,587	–	–	0.01%	466
2024 Q3	$133K	Hold	1,587	–	–	0.01%	428
2024 Q2	$128K	Sell	1,587 -1,627	-51%	-$129K	0.01%	396
2024 Q1	$257K	Sell	3,214 -6,267	-66%	-$479K	0.02%	303
2023 Q4	$714K	Buy	+9,481	New	+$670K	0.07%	149
2022 Q4	$1.37M	Hold	20,871	–	–	0.16%	117
2022 Q3	$1.17M	Buy	+20,871	New	+$1.3M	0.14%	119

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

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

Icon Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 43% in Q1 2026, selling an estimated $241K and leaving 3,219 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #314.

Icon Wealth Advisors first reported a position in EFA in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.37M in Q4 2022. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Icon Wealth Advisors held 3,219 shares of iShares MSCI EAFE ETF worth $322K as of Q1 2026.
Icon Wealth Advisors sold 2,404 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $241K.
iShares MSCI EAFE ETF made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #314 holding.
Icon Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's iShares MSCI EAFE ETF position peaked at $1.37M in Q4 2022.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.