Investmark Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Investmark Advisory Group’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	$614K	Hold	6,316	–	–	0.26%	67
2025 Q4	$607K	Buy	6,316 +117	+2%	+$11.1K	0.26%	69
2025 Q3	$579K	Buy	6,199 +306	+5%	+$27.8K	0.25%	68
2025 Q2	$527K	Buy	5,893 +29	+0.5%	+$2.48K	0.25%	70
2025 Q1	$479K	Sell	5,864 -250	-4%	-$20.1K	0.24%	69
2024 Q4	$462K	Buy	6,114 +26	+0.4%	+$2.06K	0.23%	72
2024 Q3	$509K	Hold	6,088	–	–	0.25%	69
2024 Q2	$477K	Buy	6,088 +8	+0.1%	+$634	0.25%	68
2024 Q1	$486K	Buy	6,080 +219	+4%	+$16.8K	0.27%	70
2023 Q4	$442K	Sell	5,861 -80	-1%	-$5.65K	0.26%	72
2023 Q3	$409K	Buy	5,941 +144	+2%	+$10.3K	0.28%	67
2023 Q2	$420K	Buy	5,797 +27	+0.5%	+$1.96K	0.28%	64
2023 Q1	$413K	Sell	5,770 -107	-2%	-$7.48K	0.3%	56
2022 Q4	$386K	Sell	5,877 -125	-2%	-$7.83K	0.29%	67
2022 Q3	$336K	Buy	6,002 +93	+2%	+$5.8K	0.3%	60
2022 Q2	$369K	Buy	5,909 +32	+0.5%	+$2.18K	0.36%	46
2022 Q1	$432K	Sell	5,877 -155	-3%	-$11.6K	0.45%	43
2021 Q4	$474K	Buy	+6,032	New	+$478K	0.44%	38

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

Investmark Advisory Group's EFA Position: Q1 2026 in Review

Investmark Advisory Group held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 6,316 shares worth $614K. The position accounts for 0.26% of the portfolio, ranked #67.

Investmark Advisory Group first reported a position in EFA in Q4 2021 and has held it in 18 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Investmark Advisory Group held 6,316 shares of iShares MSCI EAFE ETF worth $614K as of Q1 2026.
Investmark Advisory Group left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.26% of Investmark Advisory Group's portfolio in Q1 2026, its #67 holding.
Investmark Advisory Group first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.