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

Institute for 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
Q2 		$301K Hold
2,901
– – 0.03% 426
2026
Q1 		$282K Buy
2,901
+45
+2% +$4.5K 0.03% 443
2025
Q4 		$274K Sell
2,856
-982
-26% -$93.1K 0.03% 457
2025
Q3 		$358K Buy
3,838
+65
+2% +$5.91K 0.04% 407
2025
Q2 		$337K Buy
3,773
+350
+10% +$29.9K 0.04% 403
2025
Q1 		$280K Sell
3,423
-24
-0.7% -$1.93K 0.04% 430
2024
Q4 		$261K Buy
3,447
+263
+8% +$20.8K 0.03% 431
2024
Q3 		$266K Sell
3,184
-9
-0.3% -$724 0.03% 448
2024
Q2 		$250K Hold
3,193
– – 0.03% 431
2024
Q1 		$255K Buy
3,193
+487
+18% +$37.2K 0.03% 426
2023
Q4 		$204K Buy
+2,706
New +$191K 0.03% 461
2023
Q3 		– Sell
-4,145
Closed -$301K – 462
2023
Q2 		$301K Buy
4,145
+51
+1% +$3.7K 0.05% 365
2023
Q1 		$293K Sell
4,094
-32
-0.8% -$2.24K 0.06% 361
2022
Q4 		$271K Sell
4,126
-17
-0.4% -$1.06K 0.06% 369
2022
Q3 		$232K Hold
4,143
– – 0.05% 389
2022
Q2 		$259K Buy
4,143
+361
+10% +$24.6K 0.05% 430
2022
Q1 		$278K Buy
3,782
+285
+8% +$21.3K 0.05% 446
2021
Q4 		$275K Buy
3,497
+451
+15% +$35.7K 0.04% 398
2021
Q3 		$238K Buy
3,046
+164
+6% +$13.1K 0.04% 426
2021
Q2 		$227K Hold
2,882
– – 0.04% 435
2021
Q1 		$219K Sell
2,882
-1,069
-27% -$80.5K 0.04% 428
2020
Q4 		$288K Sell
3,951
-147
-4% -$10.1K 0.06% 356
2020
Q3 		$261K Hold
4,098
– – 0.06% 344
2020
Q2 		$249K Buy
4,098
+9
+0.2% +$520 0.06% 355
2020
Q1 		$219K Sell
4,089
-1,052
-20% -$66.8K 0.07% 352
2019
Q4 		$357K Sell
5,141
-422
-8% -$28.5K 0.08% 309
2019
Q3 		$363K Buy
5,563
+1,830
+49% +$118K 0.09% 289
2019
Q2 		$245K Sell
3,733
-2,029
-35% -$133K 0.05% 395
2019
Q1 		$374K Buy
+5,762
New +$363K 0.08% 288
2018
Q1 		– Sell
-10,221
Closed -$716K – 294
2017
Q4 		$716K Buy
+10,221
New +$711K 0.17% 179
2017
Q3 		– Sell
-3,151
Closed -$206K – 284
2017
Q2 		$206K Buy
+3,151
New +$204K 0.06% 374
2014
Q4 		– Sell
-58,811
Closed -$3.77M – 31
2014
Q3 		$3.77M Sell
58,811
-10,262
-15% -$685K 3.59% 7
2014
Q2 		$4.72M Buy
69,073
+7,481
+12% +$513K 4.09% 6
2014
Q1 		$4.14M Sell
61,592
-11,270
-15% -$745K 3.54% 5
2013
Q4 		$4.89M Sell
72,862
-8,753
-11% -$572K 3.52% 6
2013
Q3 		$5.21M Buy
81,615
+79,004
+3,026% +$4.84M 3.58% 6
2013
Q2 		$150K Buy
+2,611
New +$158K 0.12% 38

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Institute for Wealth Management's EFA Position: Q2 2026 in Review

Institute for Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 2,901 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #426.

Institute for Wealth Management first reported a position in EFA in Q2 2013 and has held it in 37 quarters since. The position peaked at $5.21M in Q3 2013. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Institute for Wealth Management held 2,901 shares of iShares MSCI EAFE ETF worth $301K as of Q2 2026.
  • Institute for Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #426 holding.
  • Institute for Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 37 quarters since.
  • Institute for Wealth Management's iShares MSCI EAFE ETF position peaked at $5.21M in Q3 2013.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.