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Journey Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Journey Advisory Group’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 		$1.5M Buy
15,478
+60
+0.4% +$6K 0.13% 119
2025
Q4 		$1.48M Buy
15,418
+3,059
+25% +$290K 0.12% 131
2025
Q3 		$1.15M Sell
12,359
-2,500
-17% -$227K 0.09% 145
2025
Q2 		$1.33M Buy
14,859
+8,538
+135% +$729K 0.1% 146
2025
Q1 		$517K Sell
6,321
-700
-10% -$56.4K 0.04% 191
2024
Q4 		$550K Hold
7,021
– – 0.07% 147
2024
Q3 		$550K Hold
7,021
– – 0.07% 147
2024
Q2 		$550K Sell
7,021
-753
-10% -$59.6K 0.07% 145
2024
Q1 		$621K Hold
7,774
– – 0.08% 143
2023
Q4 		$586K Sell
7,774
-200
-3% -$14.1K 0.08% 136
2023
Q3 		$550K Sell
7,974
-179
-2% -$12.8K 0.08% 140
2023
Q2 		$591K Sell
8,153
-188
-2% -$13.7K 0.09% 136
2023
Q1 		$597K Sell
8,341
-1,121
-12% -$78.4K 0.09% 141
2022
Q4 		$621K Sell
9,462
-7,362
-44% -$461K 0.15% 120
2022
Q3 		$942K Sell
16,824
-500
-3% -$31.2K 0.24% 89
2022
Q2 		$1.14M Buy
17,324
+310
+2% +$21.1K 0.26% 83
2022
Q1 		$1.25M Buy
17,014
+281
+2% +$21K 0.32% 76
2021
Q4 		$1.32M Buy
16,733
+2,288
+16% +$181K 0.36% 64
2021
Q3 		$1.13M Buy
14,445
+3,408
+31% +$273K 0.37% 64
2021
Q2 		$871K Buy
11,037
+858
+8% +$68.2K 0.28% 79
2021
Q1 		$772K Buy
10,179
+353
+4% +$26.6K 0.27% 87
2020
Q4 		$717K Buy
+9,826
New +$672K 0.27% 80

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Journey Advisory Group's EFA Position: Q1 2026 in Review

Journey Advisory Group increased its iShares MSCI EAFE ETF (EFA) stake by 0.39% in Q1 2026, buying an estimated $6K and bringing the position to 15,478 shares worth $1.5M. The position accounts for 0.13% of the portfolio, ranked #119.

Journey Advisory Group first reported a position in EFA in Q4 2020 and has held it in 22 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Journey Advisory Group held 15,478 shares of iShares MSCI EAFE ETF worth $1.5M as of Q1 2026.
  • Journey Advisory Group bought 60 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $6K.
  • iShares MSCI EAFE ETF made up 0.13% of Journey Advisory Group's portfolio in Q1 2026, its #119 holding.
  • Journey Advisory Group first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.