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

IHT 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
Q1 		$16.7M Buy
171,559
+18,231
+12% +$1.82M 0.39% 57
2025
Q4 		$14.7M Sell
153,328
-41,461
-21% -$3.93M 0.36% 61
2025
Q3 		$18.2M Buy
194,789
+62,923
+48% +$5.72M 0.46% 40
2025
Q2 		$11.8M Buy
131,866
+50,587
+62% +$4.32M 0.32% 72
2025
Q1 		$6.64M Buy
81,279
+1,166
+1% +$94K 0.21% 100
2024
Q4 		$6.06M Sell
80,113
-51,729
-39% -$4.1M 0.2% 105
2024
Q3 		$11M Buy
131,842
+64,538
+96% +$5.19M 0.31% 61
2024
Q2 		$5.27M Buy
67,304
+6,792
+11% +$538K 0.2% 102
2024
Q1 		$4.83M Buy
60,512
+495
+0.8% +$37.9K 0.19% 104
2023
Q4 		$4.52M Sell
60,017
-2,938
-5% -$208K 0.2% 105
2023
Q3 		$4.34M Buy
62,955
+29,273
+87% +$2.1M 0.22% 101
2023
Q2 		$2.44M Buy
33,682
+10,875
+48% +$790K 0.13% 158
2023
Q1 		$1.63M Buy
22,807
+4,003
+21% +$280K 0.09% 215
2022
Q4 		$1.23M Buy
18,804
+608
+3% +$38.1K 0.08% 257
2022
Q3 		$1.02M Sell
18,196
-23,192
-56% -$1.45M 0.08% 274
2022
Q2 		$2.59M Sell
41,388
-855
-2% -$58.2K 0.23% 98
2022
Q1 		$3.11M Buy
42,243
+1,613
+4% +$121K 0.24% 90
2021
Q4 		$3.2M Buy
40,630
+7,840
+24% +$621K 0.24% 92
2021
Q3 		$2.56M Sell
32,790
-5,966
-15% -$477K 0.21% 105
2021
Q2 		$3.06M Sell
38,756
-158
-0.4% -$12.6K 0.19% 112
2021
Q1 		$2.95M Sell
38,914
-1,032
-3% -$77.7K 0.21% 105
2020
Q4 		$2.91M Buy
39,946
+8,587
+27% +$587K 0.24% 94
2020
Q3 		$2M Buy
31,359
+6,208
+25% +$397K 0.2% 115
2020
Q2 		$1.53M Sell
25,151
-29,672
-54% -$1.72M 0.21% 109
2020
Q1 		$2.93M Sell
54,823
-7,843
-13% -$498K 0.42% 52
2019
Q4 		$4.35M Buy
62,666
+13,084
+26% +$884K 0.52% 38
2019
Q3 		$3.24M Sell
49,582
-12,926
-21% -$833K 0.44% 50
2019
Q2 		$4.11M Buy
62,508
+16,072
+35% +$1.05M 0.6% 26
2019
Q1 		$3.01M Buy
46,436
+10,705
+30% +$674K 0.5% 39
2018
Q4 		$2.1M Buy
35,731
+10,308
+41% +$644K 0.4% 61
2018
Q3 		$1.73M Sell
25,423
-1,031
-4% -$69.6K 0.37% 62
2018
Q2 		$1.77M Buy
26,454
+7,711
+41% +$541K 0.45% 54
2018
Q1 		$1.29M Buy
18,743
+754
+4% +$53.8K 0.35% 63
2017
Q4 		$1.3M Buy
17,989
+1,437
+9% +$99.9K 0.34% 65
2017
Q3 		$1.13M Buy
16,552
+16,541
+150,373% +$1.11M 0.48% 47
2017
Q2 		$122 Hold
11
– – 0.06% 303
2017
Q1 		$1K Sell
11
-16,193
-100% -$979K ﹤0.01% 1154
2016
Q4 		$941K Buy
+16,204
New +$934K 0.71% 22

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IHT Wealth Management's EFA Position: Q1 2026 in Review

IHT Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 12% in Q1 2026, buying an estimated $1.82M and bringing the position to 171,559 shares worth $16.7M. The position accounts for 0.39% of the portfolio, ranked #57.

IHT Wealth Management first reported a position in EFA in Q4 2016 and has held it in 38 quarters since. The position peaked at $18.2M in Q3 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • IHT Wealth Management held 171,559 shares of iShares MSCI EAFE ETF worth $16.7M as of Q1 2026.
  • IHT Wealth Management bought 18,231 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1.82M.
  • iShares MSCI EAFE ETF made up 0.39% of IHT Wealth Management's portfolio in Q1 2026, its #57 holding.
  • IHT Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's iShares MSCI EAFE ETF position peaked at $18.2M in Q3 2025.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.