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Invenio Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Invenio Wealth Partners’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 		$205K Buy
+1,972
New +$203K 0.07% 89
2024
Q4 		– Sell
-2,503
Closed -$209K – 102
2024
Q3 		$209K Buy
+2,503
New +$201K 0.09% 97
2024
Q1 		– Sell
-2,973
Closed -$224K – 100
2023
Q4 		$224K Sell
2,973
-145
-5% -$10.2K 0.16% 85
2023
Q3 		$215K Buy
+3,118
New +$223K 0.2% 80

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

Invenio Wealth Partners's EFA Position: Q2 2026 in Review

Invenio Wealth Partners opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 1,972 shares worth $205K. The stake represents 0.07% of the portfolio and ranks #89 among its holdings. This is a return to the name: Invenio Wealth Partners previously reported a position in EFA as recently as Q3 2024.

Invenio Wealth Partners first reported a position in EFA in Q3 2023 and has held it in 4 quarters since. The position peaked at $224K in Q4 2023. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Invenio Wealth Partners held 1,972 shares of iShares MSCI EAFE ETF worth $205K as of Q2 2026.
  • iShares MSCI EAFE ETF was a new Invenio Wealth Partners position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.07% of Invenio Wealth Partners's portfolio in Q2 2026, its #89 holding.
  • Invenio Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q3 2023 and has held it in 4 quarters since.
  • Invenio Wealth Partners's iShares MSCI EAFE ETF position peaked at $224K in Q4 2023.
  • 2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.