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
2026 Q2	$1.02M	Buy	+9,855	New	+$1.01M	0.06%	88
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 $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

Johnson Financial Group LLC (Colorado)'s EFA Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 9,855 shares worth $1.02M. The stake represents 0.06% of the portfolio and ranks #88 among its holdings. This is a return to the name: Johnson Financial Group LLC (Colorado) previously reported a position in EFA as recently as Q2 2025.

Johnson Financial Group LLC (Colorado) first reported a position in EFA in Q4 2016 and has held it in 6 quarters since. The position peaked at $5.2M in Q4 2016. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Johnson Financial Group LLC (Colorado) held 9,855 shares of iShares MSCI EAFE ETF worth $1.02M as of Q2 2026.
iShares MSCI EAFE ETF was a new Johnson Financial Group LLC (Colorado) position in Q2 2026.
iShares MSCI EAFE ETF made up 0.06% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #88 holding.
Johnson Financial Group LLC (Colorado) first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 6 quarters since.
Johnson Financial Group LLC (Colorado)'s iShares MSCI EAFE ETF position peaked at $5.2M in Q4 2016.
2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.