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

Insigneo 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	$1.38M	Sell	14,193 -1,365	-9%	-$137K	0.1%	179
2025 Q4	$1.49M	Buy	15,558 +233	+2%	+$22.1K	0.11%	162
2025 Q3	$1.43M	Buy	15,325 +7	+0%	+$636	0.1%	163
2025 Q2	$1.37M	Sell	15,318 -53	-0.3%	-$4.53K	0.12%	152
2025 Q1	$1.26M	Sell	15,371 -1,754	-10%	-$141K	0.13%	145
2024 Q4	$1.29M	Buy	17,125 +1,817	+12%	+$144K	0.13%	142
2024 Q3	$1.28M	Sell	15,308 -2,184	-12%	-$176K	0.13%	153
2024 Q2	$1.32M	Sell	17,492 -2,160	-11%	-$171K	0.15%	138
2024 Q1	$1.57M	Buy	19,652 +9,001	+85%	+$688K	0.19%	107
2023 Q4	$803K	Buy	+10,651	New	+$753K	0.11%	172

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

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

Insigneo Advisory Services reduced its iShares MSCI EAFE ETF (EFA) stake by 8.8% in Q1 2026, selling an estimated $137K and leaving 14,193 shares worth $1.38M. The position accounts for 0.1% of the portfolio, ranked #179.

Insigneo Advisory Services first reported a position in EFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.57M in Q1 2024. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Insigneo Advisory Services held 14,193 shares of iShares MSCI EAFE ETF worth $1.38M as of Q1 2026.
Insigneo Advisory Services sold 1,365 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $137K.
iShares MSCI EAFE ETF made up 0.1% of Insigneo Advisory Services's portfolio in Q1 2026, its #179 holding.
Insigneo Advisory Services first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Insigneo Advisory Services's iShares MSCI EAFE ETF position peaked at $1.57M in Q1 2024.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.