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James J. Burns & Company’s iShares MSCI EAFE ETF EFA Stock Holding History

James J. Burns & Company’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 		$2.37M Buy
22,790
+251
+1% +$25.8K 0.26% 49
2026
Q1 		$2.19M Sell
22,539
-9
-0% -$900 0.3% 49
2025
Q4 		$2.17M Buy
22,548
+173
+0.8% +$16.4K 0.3% 49
2025
Q3 		$2.09M Sell
22,375
-178
-0.8% -$16.2K 0.31% 47
2025
Q2 		$2.02M Buy
22,553
+29
+0.1% +$2.48K 0.33% 46
2025
Q1 		$1.84M Sell
22,524
-3
-0% -$242 0.33% 45
2024
Q4 		$1.7M Buy
22,527
+301
+1% +$23.8K 0.3% 49
2024
Q3 		$1.86M Buy
22,226
+117
+0.5% +$9.41K 0.34% 46
2024
Q2 		$1.73M Buy
22,109
+6,013
+37% +$476K 0.34% 46
2024
Q1 		$1.27M Sell
16,096
-5,490
-25% -$420K 0.44% 35
2023
Q4 		$1.63M Sell
21,586
-295
-1% -$20.9K 0.39% 38
2023
Q3 		$1.51M Sell
21,881
-92
-0.4% -$6.59K 0.41% 39
2023
Q2 		$1.59M Buy
21,973
+165
+0.8% +$12K 0.4% 40
2023
Q1 		$1.56M Buy
21,808
+5,528
+34% +$387K 0.4% 46
2022
Q4 		$1.07M Buy
16,280
+66
+0.4% +$4.13K 0.44% 43
2022
Q3 		$908K Buy
+16,214
New +$1.01M 0.4% 49

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

James J. Burns & Company's EFA Position: Q2 2026 in Review

James J. Burns & Company increased its iShares MSCI EAFE ETF (EFA) stake by 1.1% in Q2 2026, buying an estimated $25.8K and bringing the position to 22,790 shares worth $2.37M. The position accounts for 0.26% of the portfolio, ranked #49.

James J. Burns & Company first reported a position in EFA in Q3 2022 and has held it in 16 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • James J. Burns & Company held 22,790 shares of iShares MSCI EAFE ETF worth $2.37M as of Q2 2026.
  • James J. Burns & Company bought 251 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $25.8K.
  • iShares MSCI EAFE ETF made up 0.26% of James J. Burns & Company's portfolio in Q2 2026, its #49 holding.
  • James J. Burns & Company first reported a position in iShares MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.