IMA Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

IMA Advisory Services’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	$7.34M	Hold	75,585	–	–	0.72%	29
2025 Q4	$7.26M	Sell	75,585 -9,828	-12%	-$932K	0.7%	29
2025 Q3	$7.98M	Buy	85,413 +8,677	+11%	+$789K	0.8%	28
2025 Q2	$6.86M	Buy	76,736 +1,313	+2%	+$112K	0.74%	28
2025 Q1	$6.16M	Sell	75,423 -2,178	-3%	-$176K	0.73%	30
2024 Q4	$5.87M	Buy	+77,601	New	+$6.15M	0.71%	30
2019 Q1	–	Sell	-125	Closed	-$7K	–	292
2018 Q4	$7K	Hold	125	–	–	﹤0.01%	231
2018 Q3	$8K	Sell	125 -133	-52%	-$8.98K	﹤0.01%	228
2018 Q2	$17K	Buy	+258	New	+$18.1K	0.01%	224
2014 Q2	–	Sell	-3,400	Closed	-$228K	–	166
2014 Q1	$228K	Sell	3,400 -230	-6%	-$15.2K	0.11%	146
2013 Q4	$244K	Hold	3,630	–	–	0.12%	144
2013 Q3	$232K	Buy	+3,630	New	+$222K	0.11%	144

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

IMA Advisory Services's EFA Position: Q1 2026 in Review

IMA Advisory Services held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 75,585 shares worth $7.34M. The position accounts for 0.72% of the portfolio, ranked #29.

IMA Advisory Services first reported a position in EFA in Q3 2013 and has held it in 12 quarters since. The position peaked at $7.98M in Q3 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

IMA Advisory Services held 75,585 shares of iShares MSCI EAFE ETF worth $7.34M as of Q1 2026.
IMA Advisory Services left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.72% of IMA Advisory Services's portfolio in Q1 2026, its #29 holding.
IMA Advisory Services first reported a position in iShares MSCI EAFE ETF in Q3 2013 and has held it in 12 quarters since.
IMA Advisory Services's iShares MSCI EAFE ETF position peaked at $7.98M in Q3 2025.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.