Insight Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Insight 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 Q2	$609K	Sell	5,862 -167	-3%	-$17.2K	0.11%	123
2026 Q1	$586K	Buy	6,029 +1,794	+42%	+$179K	0.11%	125
2025 Q4	$407K	Buy	4,235 +65	+2%	+$6.17K	0.06%	177
2025 Q3	$390K	Sell	4,170 -3	-0.1%	-$273	0.06%	182
2025 Q2	$373K	Sell	4,173 -51	-1%	-$4.35K	0.06%	188
2025 Q1	$345K	Hold	4,224	–	–	0.06%	191
2024 Q4	$319K	Sell	4,224 -340	-7%	-$26.9K	0.05%	211
2024 Q3	$382K	Sell	4,564 -77	-2%	-$6.2K	0.07%	197
2024 Q2	$363K	Buy	4,641 +419	+10%	+$33.2K	0.07%	204
2024 Q1	$337K	Buy	4,222 +386	+10%	+$29.5K	0.06%	216
2023 Q4	$289K	Buy	3,836 +237	+7%	+$16.8K	0.06%	220
2023 Q3	$248K	Buy	3,599 +440	+14%	+$31.5K	0.06%	235
2023 Q2	$229K	Buy	+3,159	New	+$229K	0.05%	254

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Insight Advisors's EFA Position: Q2 2026 in Review

Insight Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 2.8% in Q2 2026, selling an estimated $17.2K and leaving 5,862 shares worth $609K. The position accounts for 0.11% of the portfolio, ranked #123.

Insight Advisors first reported a position in EFA in Q2 2023 and has held it in 13 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Insight Advisors held 5,862 shares of iShares MSCI EAFE ETF worth $609K as of Q2 2026.
Insight Advisors sold 167 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $17.2K.
iShares MSCI EAFE ETF made up 0.11% of Insight Advisors's portfolio in Q2 2026, its #123 holding.
Insight Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.