Joseph Group Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Joseph Group Capital 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 Q1	$171K	Sell	1,761 -83	-5%	-$8.3K	0.04%	68
2025 Q4	$177K	Sell	1,844 -432	-19%	-$41K	0.05%	64
2025 Q3	$213K	Sell	2,276 -1,247	-35%	-$113K	0.06%	59
2025 Q2	$315K	Sell	3,523 -164	-4%	-$14K	0.11%	55
2025 Q1	$301K	Sell	3,687 -745	-17%	-$60K	0.12%	51
2024 Q4	$335K	Buy	4,432 +2,341	+112%	+$185K	0.13%	51
2024 Q3	$175K	Buy	2,091 +1,735	+487%	+$140K	0.07%	54
2024 Q2	$27.9K	Sell	356 -49	-12%	-$3.88K	0.01%	64
2024 Q1	$32.3K	Sell	405 -13	-3%	-$994	0.02%	72
2023 Q4	$31.5K	Buy	418 +278	+199%	+$19.6K	0.02%	71
2023 Q3	$9.65K	Buy	+140	New	+$10K	0.01%	75
2023 Q2	–	Sell	-1,066	Closed	-$76.2K	–	76
2023 Q1	$76.2K	Buy	1,066 +1	+0.1%	+$70	0.07%	61
2022 Q4	$70K	Buy	+1,065	New	+$66.7K	0.07%	64

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

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

NMIMC

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

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

Joseph Group Capital Management's EFA Position: Q1 2026 in Review

Joseph Group Capital Management reduced its iShares MSCI EAFE ETF (EFA) stake by 4.5% in Q1 2026, selling an estimated $8.3K and leaving 1,761 shares worth $171K. The position accounts for 0.04% of the portfolio, ranked #68.

Joseph Group Capital Management first reported a position in EFA in Q4 2022 and has held it in 13 quarters since. The position peaked at $335K in Q4 2024. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Joseph Group Capital Management held 1,761 shares of iShares MSCI EAFE ETF worth $171K as of Q1 2026.
Joseph Group Capital Management sold 83 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $8.3K.
iShares MSCI EAFE ETF made up 0.04% of Joseph Group Capital Management's portfolio in Q1 2026, its #68 holding.
Joseph Group Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 13 quarters since.
Joseph Group Capital Management's iShares MSCI EAFE ETF position peaked at $335K in Q4 2024.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.