Johnson & White Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Johnson & White Wealth Management’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	$3.22M	Buy	31,030 +2,066	+7%	+$212K	1.21%	21
2026 Q1	$2.81M	Sell	28,964 -1,170	-4%	-$117K	1.19%	20
2025 Q4	$2.89M	Sell	30,134 -708	-2%	-$67.2K	1.26%	20
2025 Q3	$2.88M	Sell	30,842 -699	-2%	-$63.5K	1.32%	21
2025 Q2	$2.82M	Buy	31,541 +462	+1%	+$39.4K	1.42%	22
2025 Q1	$2.54M	Buy	31,079 +844	+3%	+$68K	1.43%	21
2024 Q4	$2.28M	Buy	+30,235	New	+$2.39M	1.38%	20
2024 Q2	–	Sell	-27,836	Closed	-$2.22M	–	59
2024 Q1	$2.22M	Buy	27,836 +3,762	+16%	+$288K	1.62%	18
2023 Q4	$1.81M	Buy	24,074 +2,057	+9%	+$145K	1.5%	19
2023 Q3	$1.52M	Buy	+22,017	New	+$1.58M	1.37%	23
2023 Q2	–	Sell	-22,972	Closed	-$1.64M	–	47
2023 Q1	$1.64M	Sell	22,972 -136,079	-86%	-$9.52M	1.46%	21
2022 Q4	$4.32M	Buy	159,051 +132,771	+505%	+$8.32M	4.35%	4
2022 Q3	$1.47M	Buy	+26,280	New	+$1.64M	1.66%	19

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 & White Wealth Management's EFA Position: Q2 2026 in Review

Johnson & White Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 7.1% in Q2 2026, buying an estimated $212K and bringing the position to 31,030 shares worth $3.22M. The position accounts for 1.21% of the portfolio, ranked #21.

Johnson & White Wealth Management first reported a position in EFA in Q3 2022 and has held it in 13 quarters since. The position peaked at $4.32M in Q4 2022. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Johnson & White Wealth Management held 31,030 shares of iShares MSCI EAFE ETF worth $3.22M as of Q2 2026.
Johnson & White Wealth Management bought 2,066 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $212K.
iShares MSCI EAFE ETF made up 1.21% of Johnson & White Wealth Management's portfolio in Q2 2026, its #21 holding.
Johnson & White Wealth Management first reported a position in iShares MSCI EAFE ETF in Q3 2022 and has held it in 13 quarters since.
Johnson & White Wealth Management's iShares MSCI EAFE ETF position peaked at $4.32M in Q4 2022.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.