INVST’s iShares MSCI EAFE ETF EFA Stock Holding History

INVST’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	$249K	Hold	2,398	–	–	0.02%	320
2026 Q1	$233K	Buy	+2,398	New	+$240K	0.03%	313

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

INVST's EFA Position: Q2 2026 in Review

INVST held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 2,398 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #320.

INVST first reported a position in EFA in Q1 2026 and has held it in 2 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

INVST held 2,398 shares of iShares MSCI EAFE ETF worth $249K as of Q2 2026.
INVST left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.02% of INVST's portfolio in Q2 2026, its #320 holding.
INVST first reported a position in iShares MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.