Johnson Financial Group LLC (Colorado)’s iShares MSCI EAFE ETF EFA Stock Holding History

Johnson Financial Group LLC (Colorado)’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
2025 Q3	–	Sell	-5,194	Closed	-$464K	–	93
2025 Q2	$464K	Sell	5,194 -12,492	-71%	-$1.07M	0.04%	45
2025 Q1	$1.45M	Buy	17,686 +13,892	+366%	+$1.12M	0.15%	28
2024 Q4	$287K	Hold	3,794	–	–	0.03%	43
2024 Q3	$317K	Buy	+3,794	New	+$305K	0.04%	40
2017 Q1	–	Sell	-90,002	Closed	-$5.2M	–	75
2016 Q4	$5.2M	Buy	+90,002	New	+$5.19M	4.16%	8

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s EFA Position: Q3 2025 in Review

Johnson Financial Group LLC (Colorado) sold out of iShares MSCI EAFE ETF (EFA) in Q3 2025, closing a stake of 5,194 shares — an estimated $464K sold.

Johnson Financial Group LLC (Colorado) first reported a position in EFA in Q4 2016 and held it in 5 quarters. The position peaked at $5.2M in Q4 2016. 2,041 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

Johnson Financial Group LLC (Colorado) reported no remaining iShares MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Johnson Financial Group LLC (Colorado) sold 5,194 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $464K.
Johnson Financial Group LLC (Colorado) first reported a position in iShares MSCI EAFE ETF in Q4 2016 and held it in 5 quarters.
Johnson Financial Group LLC (Colorado)'s iShares MSCI EAFE ETF position peaked at $5.2M in Q4 2016.
2,041 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q3 2025, filed 30 Oct 2025.